Specialist (Quality)- Life Insurance and Annuities
Specialist (Quality)- Life Insurance and Annuities
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Job Description
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.
WHAT YOULL DO:
We are seeking a detail-oriented and analytical Life and Annuity Backend Quality Associate to support our operations team. This role involves managing the end-to-end review of processing of life insurance
and annuity transactions ensuring accuracy compliance with regulatory requirements and timely review of processing of policyholder requests.
- Review of life insurance and annuity applications policy servicing and related transactions accurately and efficiently.
- Review and verify policy documents applications and supporting materials for completeness and accuracy.
- Review policy adjustments endorsements renewals and withdrawals as per company guidelines.
- Review and identify gap in step by Steps and process guidelines
- Coordinate with internal teams (New Business Post Issue claims) to resolve discrepancies or issues.
- Ensure compliance with regulatory requirements and company policies.
- Analyses data for reporting and support audits as required.
- Assist in process improvement initiatives to enhance operational efficiency.
WHAT YOULL NEED:
- Bachelors degree in business Finance Insurance or a related field.
- 3yrs of Proven experience in backend operations preferably in life insurance or annuity processing.
- Strong knowledge of life insurance products annuities and related financial concepts.
- Proficient in MS Office (Excel Word) and familiar with insurance processing systems.
- Strong attention to detail with excellent data entry and verification skills.
- Good analytical and problem-solving abilities.
- Effective communication skills both written and verbal.
- Ability to work independently and manage multiple tasks efficiently.
- Experience with insurance policy administration systems (e.g. Onbase LifeCad or similar platforms).
- Knowledge of regulatory requirements (e.g. Reg 60) in insurance operations.
- Experience in a fast-paced high-volume work environment.
- Strong Excel skills including formulas pivot tables and data analysis.
WHATS IN IT FOR YOU
Were 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-edgetechnologies deeper data insights and enhanced services to transform how insurance is done. Visit our website 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.
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Required Experience:
Unclear Seniority
Employment Type
Full Time
