Associate I, Placement Team - Remote

Overview

The Associate I role in the Placement Team at Zinnia focuses on delivering exceptional customer service while guiding clients through the life insurance purchasing process. The position requires collaboration with various teams to ensure a smooth experience for customers.

In Short

• Become a licensed expert in life insurance products.
• Provide regular updates to customers via phone, email, and SMS.
• Maintain high availability for incoming/outgoing calls.
• Retain customers at risk of withdrawing from the insurance process.
• Navigate insurance carrier websites and CRM systems.
• Address customer inquiries regarding the insurance process.
• Communicate adverse underwriting decisions empathetically.
• Collaborate with internal teams for effective communication.

Requirements

• 1 year of experience in customer service or retention sales.
• Willingness to obtain a Life/Health insurance license.
• Customer-centered mindset focused on problem-solving.
• Strong communication and listening skills.
• Ability to multitask and switch between tasks and systems.
• Willingness to provide and receive actionable feedback.
• Honesty and integrity in customer dealings.
• Teamwork mindset with ownership of work and team success.

Benefits

• Excellent career progression opportunities.
• Competitive compensation.
• Health/dental insurance.
• Parental leave.
• 401(k) plan.
• Incentive/bonus opportunities.
• Tuition reimbursement.
• Collaborative work environment with innovative professionals.