Associate Carrier Solutions

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.

The Associate I, Carrier Solutions is a professional within the financial services industry with effective oral, written, and interpersonal communication skills. You have a desire to grow personally and professionally with an aptitude for advancement, enjoy working with teammates, and developing relationships with clients and customers by becoming a dedicated resource.

The Associate I, Carrier Solutions will provide customers and sales representatives with high quality, individualized phone support, process requests for information, and conduct research and analysis to ensure successful outcomes when complexities arise.

• Answer incoming calls and complete outgoing calls as needed.
• Answer customer questions and provide comprehensive customer support.
• Accurately and timely complete service requests related to contract level transactions and provide confirmation of contract level information.
• Research and analyze issues to ensure successful outcomes and resolution.
• Develop relationships with clients and customers by becoming a dedicated resource.
• Ensure high quality and consistency to customers by processing and servicing.
• Develop a broad understanding of products, services, policies, procedures, regulations, and laws for effective service delivery.
• Handle contract level service requests including initial contract applications, billings, purchases, transfers, redemptions, claims, and other financial and non-financial transactions and elections.

• 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.
• Financial services experience preferred.
• Work history demonstrating personal growth and aptitude for advancement.
• Strong PC and keyboarding skills and ability to use Microsoft Office products.
• 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.

Zinnia offers excellent career progression and competitive compensation. Benefits include health/dental insurance, parental leave, profit sharing, 401(k), incentive/bonus opportunity, tuition reimbursement, and more.

We are looking for the best and brightest innovators in the industry to join our team. At Zinnia, you collaborate with smart, creative professionals dedicated to delivering cutting‑edge technologies, deeper data insights, and enhanced services to transform how insurance is done. Visit our website at  for more information.

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.