Retention Specialist - Remote

Overview

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.

In Short

• Interact with customers through various channels (email, phone, chat) to offer comprehensive support and guidance.
• Become a trusted advisor by understanding each customer's unique needs and recommending tailored insurance solutions.
• Recognize opportunities to promote additional insurance products or policy upgrades based on customers' needs.
• Work closely with cross-functional and external teams to resolve customer inquiries efficiently.
• Thrive in a dynamic, fast-paced environment while maintaining a positive and solution-oriented approach.

Requirements

• 1-2 years of P&C experience; P&C license required.
• Strong verbal and written communication skills are essential.
• A genuine passion for assisting others and a commitment to putting the customer first.
• An understanding of sales principles and the ability to identify opportunities to upsell or cross-sell insurance products.
• A willingness to learn and grow within the industry; a Bachelor’s degree or relevant experience.

Benefits

• Excellent career progression and competitive compensation.
• Health/dental insurance, parental leave, profit sharing, 401(k), incentive/bonus opportunity, tuition reimbursement.
• Collaborate with smart, creative professionals dedicated to delivering cutting-edge technologies.