Client Services Analyst I

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

• Manage and coordinate all client communications (internal and external) for assigned accounts, ensuring timely updates and effective issue resolution
• Develop a strong understanding of business objectives, processes, and products to support detailed analysis and resolution of client requests
• Gather and analyze client requirements , define project scope, and propose solution approaches
• Prepare documentation such as Statements of Work (SOW) and Software Requirements Specifications (SRS)
• Establish timelines and ensure alignment with delivery expectations
• Act as a bridge between clients, development, QA, and other internal teams
• Provide clear functional guidance to technical teams
• Ensure requirements are accurately translated into deliverables
• Oversee the end-to-end project lifecycle , including requirement gathering, development support, testing coordination, and deployment
• Manage multiple clients and projects simultaneously , ensuring prioritization and timely execution
• Coordinate cross-functional teams to ensure seamless delivery across different workstreams
• Support clients with pre- and post-launch activities , including readiness checks, issue resolution, and optimization
• Proactively identify risks, dependencies, and improvement opportunities to enhance client experience and operational efficiency
• WHAT'S IN IT FOR YOU?

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