Client Services Analyst II

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.

The Client Services Analyst (CSA) will provide technical support and advice to the Client Operations Analyst, Service Managers and Operational Leads on systems issues in both production support and development of new processes/support. CSA’s will report escalated Operational and Production incident items directly to the External client; and provide assistance to our Internal teams in the mitigation and resolution of issues.

Client Services Analysts are liaisons between Information Technology, Finance, Operations, External clients etc. and are responsible for facilitating the flow of information between departments.

• Completing research and providing analysis as needed to support Management in decision making
• Developing and executing proposed business and technical solutions
• Drive resolution of production issues
• Assist in the research and investigation of escalated production issues and engage teams for resolution
• Assist in identifying, developing and executing continuous improvement opportunities
• Facilitating business needs and priority identification
• Track incidents through completion while providing regular updates to both internal and external customers
• Document business impact, research and resolution steps and long term preventative measures via incident reports
• Provide regular severity updates to Senior leadership, Others
• Flexibility in work schedule including regular participation in an On‑Call rotation

• A bachelor’s degree in Computer Information Systems, Business Administration, or a related field; or a high school education and equivalent work experience in business analysis and application development
• Basic knowledge of SQL, client/server, and network environments
• Advanced Microsoft PC software experience (i.e., Excel, Word)
• Strong written, oral and interpersonal communication skills
• Customer service skills with strong relationship management skills with the ability to interact positively and successfully with all levels of associates and managers to meet business needs
• 1‑3+ years’ work experience or an education in systems or quantitative analysis and business solutions development required
• Willingness to develop industry‑related knowledge
• Experience in Annuity, mutual funds, financial services, or life insurance work experience preferred
• Experience in project management preferred

• Excellent career progression opportunities
• Competitive compensation
• Health and dental insurance
• Parental leave
• 401(k) plan
• Incentive/bonus opportunity
• Tuition reimbursement

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. If you are resident in California, the CCPA applies to you, find the link to the appropriate privacy notice here stating how we collect and use your data in line with CCPA.