logo inner

Retention Specialist (P&C) - Policygenius

ZinniaOnsite
This job is no longer open

WHO WE ARE: 


Zinnia is simplifying how people buy, sell, and administer insurance products. Combining intuitive enterprise technology solutions and data insights, the Policygenius marketplace, and market-leading products including SmartOffice, AnnuityNet, LifeSpeed, WinFlex, TPP, VitalSales Suite, and Exchange Consulting, Zinnia is redesigning the insurance experience for shoppers, advisors, and insurers alike — and enabling more people to protect their financial futures along the way. Zinnia has over $173.7 billion in assets under administration across 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders.

WHO YOU ARE:


You are a motivated individual who embodies our commitment to helping customers navigate the complexities of insurance effortlessly. You are a licensed P&C professional passionate about making a positive impact and providing exceptional customer service and advising clients holistically about their insurance needs.

WHAT YOU’LL DO: 


  • Customer Engagement: Interact with customers through various channels (email, phone, chat) to offer comprehensive support and guidance. 
  • Personalized Assistance: Become a trusted advisor by understanding each customer's unique needs and recommending tailored insurance solutions. Your ability to empathize and offer personalized advice will empower customers to make informed decisions.
  • Sales and Renewal Support: Recognize opportunities to promote additional insurance products or policy upgrades based on customers' needs. Make recommendations to help customers navigate their policy renewal as seamlessly as possible by re-shopping their policy on our marketplace.
  • Collaboration: Work closely with cross-functional and external teams, including sales, underwriters, quoting specialists, and more, to resolve customer inquiries efficiently.
  • Adaptability: Thrive in a dynamic, fast-paced environment while maintaining a positive and solution-oriented approach.

WHAT YOU’LL NEED: 


  • Insurance Experience: 3 or more years of P&C experience; P&C license required
  • Exceptional Communication: Strong verbal and written communication skills are essential. Your ability to actively listen, empathize, and articulate solutions will be key in delivering top-notch service.
  • Customer-Centric Mindset: A genuine passion for assisting others and a commitment to putting the customer first are crucial attributes for success in this role.
  • Sales Acumen: An understanding of sales principles and the ability to identify opportunities to upsell or cross-sell insurance products will be advantageous.
  • Eagerness to Learn: While prior experience in insurance is beneficial, a willingness to learn and grow within the industry is equally valuable. A Bachelor’s degree or relevant experience is a plus.

Individuals who reside in Alaska, California, Colorado, Montana, New York, Nevada, and Rhode Island are not eligible for this remote role

.


WHAT’S IN IT FOR YOU? 


Zinnia offers excellent career progression and competitive compensation with the goal of retaining and growing talented team members. The salary range for this role is a good faith estimate, it is estimated based on what a successful candidate might be paid in certain Company locations. The salary range for this position is $50,000 - $55,000. All offers presented to candidates are carefully reviewed to ensure fair, equitable pay by offering competitive salaries that align with the individual’s skills, education, experience, training, and geographic location. The range may vary above or below the stated amounts.

We offer great benefits, including health/dental insurance, parental leave, profit sharing, 401(k), incentive/bonus opportunity, tuition reimbursement, and so much more. We’re looking for the best and brightest innovators in the industry to join our team. At Zinnia, you collaborate with smart, creative professionals who are dedicated to delivering cutting-edge technologies, deeper data insights, and enhanced services to transform how insurance is done. Visit our website at www.zinnia.com for more information. Apply by completing the online application on the careers section of our website. We are an Equal Opportunity employer committed to a diverse workforce. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability.Notice for California residents: Information about how we collect and use your personal information can be found

here


This job is no longer open

Life at Zinnia

Zinnia is Where Complexity Ends and Simplicity Begins. By merging decades of industry expertise with advanced technology, Zinnia seeks to transform the life and annuity experience from end-to-end. We will empower our clients to innovate and launch products faster, to buy, sell, manage, and service products more effectively, and to better serve their customers. Contact us by email at info@zinnia.com or visit Zinnia at www.Zinnia.com to learn more.
Thrive Here & What We Value1. Collaborative environment with smart, creative professionals2. Innovation and cutting-edge technologies emphasis3. Diversity and equal opportunity employment commitment4. Competitive compensation and benefits package (including health/dental insurance, parental leave, profit sharing, 401(k), tuition reimbursement)5. Opportunities for career progression and professional growth6. Focus on delivering cutting-edge technologies and enhanced services in the insurance industry7. Collaborative team environment with mentorship opportunities8. Strong sense of product and user experience9. Emphasis on learning new technologies and tools across the stack10. Active participation in strategic initiatives, enhancing operational efficiency and effectiveness
Your tracker settings

We use cookies and similar methods to recognize visitors and remember their preferences. We also use them to measure ad campaign effectiveness, target ads and analyze site traffic. To learn more about these methods, including how to disable them, view our Cookie Policy or Privacy Policy.

By tapping `Accept`, you consent to the use of these methods by us and third parties. You can always change your tracker preferences by visiting our Cookie Policy.

logo innerThatStartupJob
Discover the best startup and their job positions, all in one place.
Copyright © 2024