Associate II - Licensing
About this role
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.
WHAT YOU'LL DO:
Process licensing & commissions transactions as per standard operating procedures (SOPs)
Perform data entry, data validation, and data analysis with high accuracy
Review, verify, and update records in internal systems.
Handle email-based communication with internal teams or clients.
Ensure compliance with quality standards, turnaround time (TAT), and SLAs
Identify discrepancies or errors and escalate issues to supervisors when required
Maintain confidentiality and data security as per company and client policies
Participate in process improvement initiatives and training programs
Meet productivity, accuracy, and performance targets consistently
Researching and processing requests while working on multiple screens and applications.
Resolving moderately routine questions following pre-established guidelines.
Performing routine research on customer inquiries.
Ensuring customer satisfaction and strive to meet & exceed service standards.
Developing and maintaining a solid working knowledge of the insurance industry and of all products, services and processes performed by the team.
Ability to work with strict timelines.
WHAT YOU'LL NEED:
Good written communication skills
Strong attention to detail and accuracy
Basic knowledge of MS Office (Excel, Word, Outlook)