Associate I

Summary

Join Zinnia, a leading technology platform in the financial services industry, as an Associate I, Carrier Solutions. In this role, you will provide high-quality phone support to customers and sales representatives, processing information requests and conducting research to resolve complex issues. You will need strong communication and problem-solving skills, along with experience in customer service and transaction processing within the financial services sector. The position requires a high school diploma or equivalent, with a college degree preferred, and 1-2 years of relevant experience. Zinnia offers competitive compensation and excellent benefits, including health/dental insurance, parental leave, 401(k), and tuition reimbursement.

Requirements

• High school diploma or equivalent required, college degree preferred
• 1 to 2 + years’ experience providing customer service and transaction processing support
• 1 to 2 + years’ call center experience
• Work history which demonstrates personal growth and aptitude for advancement
• Strong PC and keyboarding skills and the ability to use Microsoft Office products and auxiliary equipment and software
• Demonstrated and effective oral, written, and interpersonal communication skills
• Ability to work effectively with other internal teams and associates
• Incumbents must be able to work required overtime

Responsibilities

• Provide customers and sales representatives with high quality, individualized phone support, processing requests for information, and conducting research and analysis to ensure successful outcomes when complexities arise
• Deliver accurate and prompt resolution of any issues that arise, and relay necessary information to the customers, sales representatives, or client by both verbal and written communication
• Answer incoming calls and complete outgoing calls as needed
• Calls include answering customer questions and providing comprehensive customer support
• Accurately and timely completion of service requests related to contract level transactions and providing confirmation of contract level information
• Research and analyze issues to ensure successful outcomes and or resolution
• Develop relationships with clients and customers by becoming a dedicated resource
• Ensure high quality and consistency to customers by processing and servicing
• Develop broad understanding of products, services, policies, procedures, regulations, and laws for effective service delivery
• Contract level service requests include initial contract applications, billings, purchases, transfers, redemptions, claims, and other financial and non-financial transactions and elections available

Preferred Qualifications

Financial services experience preferred

Benefits

• Health/dental insurance
• Parental leave
• 401(k)
• Tuition reimbursement