Zinnia
Life and Annuities
AssociateII-PostIssue
Neural analysis suggests this role is
optimal for Entry candidates.
“Associate II- Post Issue at Zinnia. Skills: Annuity processing, Regulatory compliance. Process post-issue annuity transactions. Review and validate requests”
What You'll Achieve.
Meet productivity targets; Meet quality standards
Industry & Context.
Research and resolve discrepancies
What They're Looking For.
Must Have
1+ year of working experience, Life insurance domain experience, Attention to details, Accuracy, Accountability for work product, Work regularly scheduled shifts, Use computer with Windows PC applications, Effective English business communication, Solve basic mathematical problems, Basic Email/ Letter writing skills, Good understanding of MS Excel, Good understanding of MS-Outlook, Life Insurance domain knowledge, Annuities knowledge
Nice to Have
Commerce Graduate preferred
What You'll Do.
Process post-issue annuity transactions
Review and validate requests
Ensure transactions comply with policies
Research and resolve discrepancies
Update and maintain records
Meet service-level agreements
Identify process improvement opportunities
Provide guidance to team members
Participate in audits
How You'll Work.
Team & Collaboration
Coordination with internal teams; Coordination with carriers; Coordination with external partners
Communication Scope
English business communication
Full 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. WHO YOU ARE: The Associate II – Annuity Processing (Post-Issue) is responsible for managing post issue annuity transactions with a high degree of accuracy, efficiency, and regulatory compliance. This role supports the ongoing servicing of annuity contracts after policy issuance and requires working knowledge of annuity products, strong attention to detail, and the ability to independently handle moderately complex transactions. WHAT YOU’LL DO: • Process post-issue annuity transactions including policy changes, withdrawals, transfers, beneficiary updates, address changes, and ownership updates • Review and validate post-issue requests and supporting documentation for accuracy and completeness • Ensure all transactions comply with company policies, carrier guidelines, and regulatory requirements • Perform calculations related to withdrawals, surrender charges, fees, and tax implications as applicable • Research and resolve discrepancies, errors, or missing information through coordination with internal teams, carriers, and external partners • Update and maintain accurate records in policy administration systems • Meet established service-level agreements (SLAs), productivity targets, and quality standards • Identify trends, recurring issues, and process improvement opportunities • Provide guidance or informal mentoring to Associate I team members as needed • Participate in audits, quality reviews, a
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