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Retention Specialist I - Policygenius

ZinniaOnsite

WHO WE ARE:


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.

WHO YOU ARE:


Are you looking for the chance to make a huge impact at a company with a mission to help thousands, potentially millions of people? As a Retention Specialist, you are a motivated individual who embodies our commitment to helping customers navigate the complexities of insurance effortlessly. If you are a licensed P&C professional passionate about making a positive impact by providing exceptional customer service and advising clients holistically about their insurance needs, this is the place for you. 

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 in 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: 1-2 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.

WHAT’S IN IT FOR YOU?


Zinnia offers excellent career progression and competitive compensation. 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


#LI-JW1 #LI-Hybrid

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
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