Senior Director - Post Issue

12 Hours ago • 14 Years +

Job Summary

Job Description

Zinnia is seeking a highly skilled and experienced Senior Director to lead the Post Issue function. This role involves overseeing end-to-end post-issue operations, including policy changes, withdrawals, and corrections, within the life and annuities industry. The Senior Director will be responsible for developing and executing strategic plans, driving operational excellence, and ensuring compliance with regulatory requirements and company policies. Key responsibilities include leading and developing a team, enhancing customer satisfaction, mitigating risks, and collaborating with technology teams for automation and process improvements. The ideal candidate should have a strong understanding of financial services operations and a proven ability to deliver results in a fast-paced environment.
Must have:
  • Bachelor's degree in business or related field
  • 14+ years in operations/client servicing
  • 5+ years in senior leadership
  • Knowledge of post-issue processes
  • Understanding of compliance and risk
  • Team leadership skills
  • Process improvement ability
  • Stakeholder management skills
  • Problem-solving skills
  • Proficiency in technology/data analytics
Good to have:
  • Master's degree preferred
  • Experience in life and annuities industry
Perks:
  • Collaborate with smart, creative professionals
  • Deliver cutting-edge technologies
  • Deeper data insights
  • Enhanced services to transform insurance

Job Details

WHO WE ARE:

Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders.

WHO YOU ARE:

Highly skilled and experienced Senior Director to lead the Post Issue function within our organization. This individual will oversee end-to-end processes related to post-issue operations, drive operational excellence, and ensure alignment with organizational objectives. The ideal candidate will bring strategic vision, leadership expertise, and a customer-focused mindset to enhance service delivery and operational efficiency.

WHAT YOU’LL DO:

  • Leadership and Strategy:
    • Develop and execute strategic plans for the Post Issue function, aligning with organizational goals.
    • Provide leadership to a team of managers and staff, fostering a culture of accountability, collaboration, and continuous improvement.
  • Operational Oversight:
    • Oversee all post-issue processes, including policy changes, withdrawals, corrections, and other client service activities.
    • Ensure operational excellence by monitoring performance metrics, identifying inefficiencies, and implementing process improvements.
  • Compliance and Risk Management:
    • Ensure compliance with all regulatory requirements and company policies.
    • Mitigate risks through robust controls and proactive issue resolution.
  • Customer Focus:
    • Drive initiatives to improve customer satisfaction and resolve escalations effectively.
    • Partner with cross-functional teams to address client needs and enhance service delivery.
  • Technology and Innovation:
    • Collaborate with technology teams to implement tools and automation that streamline workflows and reduce manual effort.
    • Stay updated on industry trends and innovations to keep processes competitive and efficient.
  • Team Development:
    • Mentor and develop team members, ensuring they have the skills and resources needed for success.
    • Promote a high-performance culture and provide regular feedback and career growth opportunities.

WHAT YOU’LL NEED:

  • Bachelor’s degree in business, Operations Management, or a related field (Master’s preferred).
  • 14+ years of experience in operations or client servicing roles, with at least 5 years in a senior leadership capacity.
  • Deep knowledge of post-issue processes in the life and annuities or financial services industry.
  • Strong understanding of compliance, regulatory requirements, and risk management.
  • Proven ability to lead teams, drive process improvements, and deliver results in a fast-paced environment.
  • Exceptional communication, stakeholder management, and problem-solving skills.
  • Proficiency in leveraging technology and data analytics for operational efficiency.

 WHAT’S IN IT FOR YOU?

We’re looking for the best and brightest innovators in the industry to join our team. At Zinnia, you collaborate with smart, creative professionals who are dedicated to delivering cutting-edge technologies, deeper data insights, and enhanced services to transform how insurance is done. Visit our website at www.zinnia.com for more information. Apply by completing the online application on the careers section of our website. We are an Equal Opportunity employer committed to a diverse workforce. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability.

 

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About The Company

Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders.

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