Associate I, Placement Team

Summary

Join Zinnia's Placement team and contribute to the company's mission of accelerating life and annuities growth. As a licensed expert in life insurance products, you will ensure a smooth customer experience, providing regular updates and addressing customer inquiries. You will retain customers, navigate insurance carrier websites and the CRM system, and collaborate with internal teams. This role requires client-facing experience, a customer-centered mindset, strong communication skills, and a willingness to obtain a Life/Health insurance license. The position offers competitive compensation, excellent career progression, and various benefits.

Requirements

• Minimum of 1 year of experience with client-facing work experience around customer service in a call center and/or retention sales experience
• Willingness to obtain a Life/Health insurance license
• A customer-centered mindset – motivated by solving problems for both customers and your team
• Strong communication and effective listening skills with an attention to detail, especially when handling escalated clients
• Jack of all trades - skilled in multitasking and quickly switching between calls (Five9), tasks, and systems (Slack/Zoom/CRM) that may include unrelated subject matter
• Ability and willingness to provide and receive actionable feedback that will help drive efficiency and best-in-class customer experience
• Honesty and integrity – you do not cut corners ethically and can be trusted to do the right thing for customers and for the team
• A teamwork mindset – you take ownership of your work AND your team's success
• A high degree of comfort in getting involved in the sales process as well as learning how to upsell and convert clients into paid policies
• The desire to learn and grow professionally and contribute to the success and culture of the company

Responsibilities

• Become a licensed expert in our life insurance products through hands-on training and collaboration with cross-functional teams
• Ensure a smooth and transparent customer experience by providing regular updates via phone, email, and SMS
• Maintain consistent availability at or above predetermined goals for incoming/outgoing calls throughout the workday
• Retain customers in danger of withdrawing from the life insurance process, chasing all clients for outstanding requirements
• Navigate insurance carrier websites and our proprietary CRM system, mastering workflows and proactively troubleshooting to find effective solutions
• Address customer questions regarding the life insurance process, including underwriting, decision review, policy delivery, and in-force servicing
• Deliver clear and empathetic communication regarding adverse underwriting decisions (impaired risks, postponements, and declines), offering alternative options when possible
• Collaborate seamlessly with internal teams and document detailed notes for colleagues to ensure smooth handoffs and effective communication

Benefits

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