Monitor shared client mailboxes and ensure inquiries are routed and resolved appropriately.
Handle cases requiring special handling and ensure compliance with operational guidelines.
Cross-Functional Coordination
Collaborate with internal teams including Operations, Technology, Finance, Licensing, and Shared Services to resolve client requests.
Engage subject matter experts and functional leads to address complex inquiries.
Ensure workflow items submitted through operational channels are resolved accurately and efficiently.
Operational Governance & Reporting
Provide clients with operational metrics including volume trends, processing status, and performance insights.
Support scorecard inquiries and operational reporting requests.
Assist in resolving administrative invoice queries and access-related issues.
Client Communication & Relationship Support
Facilitate clear and professional communication with clients regarding request status and resolutions.
Support recurring operational meetings by preparing data, insights, and action updates.
Assist in preparation of operational presentations and business review materials.
Actively participate in client monthly/quarterly reviews, representing ZInnia’s performance, operational metrics and service delivery outcomes
Ensure commitments and service priorities are tracked and fulfilled.
Process Improvement & Service Excellence
Identify recurring issues and recommend process improvements.
Support operational best practices to improve efficiency and client satisfaction.
Maintain documentation of procedures, resolutions, and operational guidelines.
WHAT YOU’LL NEED
Bachelor’s degree (minimum)
10+ years of total work experience out of which 6+ years in business operations, client support, financial services, or insurance operations.
Proven ability to manage client requests and escalations in a fast-paced environment.
Strong facilitation, problem-solving, and coordination skills.
Excellent written and verbal communication skills.
Ability to manage multiple priorities with accuracy and efficiency.
Strong stakeholder management and collaboration skills.
PREFERRED QUALIFICATIONS
Experience in life insurance, annuity administration, or financial services operations.
Exposure to client service delivery or global delivery models.
Knowledge of process improvement methodologies (Lean, Six Sigma).
Experience with operational reporting and data analysis.
Advanced proficiency in Microsoft Office tools.
Key Competencies
Client focus and service excellence
Operational accountability
Cross-functional collaboration
Analytical thinking and problem-solving
Professional communication and executive presence
Continuous improvement mindset
Work Model & Collaboration
Will work closely with US-based client relationship leaders and operational teams.
Requires complete overlapping work hours with US time zones as needed.
Participation in client calls and leading regular operational reviews.
WHAT’S IN IT FOR YOU? 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.
