Associate II/III - Post Issue - FTE

About the role

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.

Responsibilities

• Process post-issue annuity transactions including policy changes, withdrawals, transfers, beneficiary updates, address changes, and ownership updates
• Review and validate post-issue requests and supporting documentation for accuracy and completeness
• Ensure all transactions comply with company policies, carrier guidelines, and regulatory requirements
• Perform calculations related to withdrawals, surrender charges, fees, and tax implications as applicable
• Research and resolve discrepancies, errors, or missing information through coordination with internal teams, carriers, and external partners
• Update and maintain accurate records in policy administration systems
• Meet established service-level agreements (SLAs), productivity targets, and quality standards
• Identify trends, recurring issues, and process improvement opportunities
• Provide guidance or informal mentoring to Associate I team members as needed
• Participate in audits, quality reviews, and compliance checks

Requirements

• Graduation in any stream, Commerce Graduate preferred.
• 1+ year of working experience (Life insurance domain) that required a focus on quality including attention to details, accuracy, and accountability for your work product.
• Experience in a professional/office related environment that required you to work regularly scheduled shifts.
• Experience using a computer with Windows PC applications that require you to use a keyboard, navigate screens, and learn new software tools.
• Effective English business communication skills required to exchange information with client.
• Ability to solve basic mathematical problems.
• Must have basic Email/ Letter writing skills.
• Good understanding of MS Excel and MS-Outlook.
• Life Insurance domain knowledge is must (preferably Annuities).
• WHAT'S IN IT FOR YOU?

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