Zinnia
life and annuities
ClientServicesAnalyst
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Client Services Analyst at Zinnia. Skills: client services, software platforms, business solutions, requirements analysis, documentation, solution design, client support, implementation lifecycle. Manage and coordinate all client communications (internal and external) for assigned accounts, ensuring timely updates and effective issue resolution. Develop a understanding of business objectives, processes, and products to support detailed analysis and resolution of client requests”
What You'll Achieve.
delivering Zinnia’s software platforms and business solutions to our clients; ensuring client requirements are clearly understood, documented, and successfully delivered; fostering client relationships and maintaining high standards of service delivery; timely updates and effective issue resolution; support detailed analysis and resolution of client requests; ensure alignment with delivery expectations; Ensure requirements are accurately translated into deliverables; ensure seamless delivery across different workstreams; enhance client experience and operational efficiency; transform how insurance is done
Industry & Context.
effective issue resolution; detailed analysis and resolution of client requests; Proactively identify risks, dependencies, and improvement opportunities
What You'll Do.
Manage and coordinate all client communications (internal and external) for assigned accounts
ensuring timely updates and effective issue resolution
Develop a understanding of business objectives
and products to support detailed analysis and resolution of client requests
Gather and analyze client requirements
and propose solution approaches
Prepare documentation such as Statements of Work (SOW) and Software Requirements Specifications (SRS)
Establish timelines and ensure alignment with delivery expectations
Act as a bridge between clients
and other internal teams
Provide clear functional guidance to technical teams
Ensure requirements are accurately translated into deliverables
Oversee the end-to-end project lifecycle
including requirement gathering
Manage multiple clients and projects simultaneously
ensuring prioritization and timely execution
Coordinate cross-functional teams to ensure seamless delivery across different workstreams
Support clients with pre- and post-launch activities
including readiness checks
Proactively identify risks
and improvement opportunities to enhance client experience and operational efficiency
How You'll Work.
Team & Collaboration
play a key role in delivering Zinnia’s software platforms and business solutions to our clients; serves as a primary liaison between clients, internal delivery teams, and implementation leadership; Act as a bridge between clients, development, QA, and other internal teams; Provide clear functional guidance to technical teams; Coordinate cross-functional teams to ensure seamless delivery across different workstreams; collaborate with smart, creative professionals
Communication Scope
Manage and coordinate all client communications (internal and external) for assigned accounts, ensuring timely updates and effective issue resolution; primary liaison between clients, internal delivery teams, and implementation leadership; Act as a bridge between clients, development, QA, and other internal teams; Provide clear functional guidance to technical teams
Process & Methodology
Manage multiple clients and projects simultaneously, ensuring prioritization and timely execution, Oversee the end-to-end project lifecycle, Establish timelines, Ensure alignment with delivery expectations
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: As a Client Services Analyst you will play a key role in delivering Zinnia’s software platforms and business solutions to our clients. This role serves as a primary liaison between clients, internal delivery teams, and implementation leadership, ensuring client requirements are clearly understood, documented, and successfully delivered. You will be responsible for requirements analysis, documentation, solution design, and client support throughout the implementation lifecycle, while fostering strong client relationships and maintaining high standards of service delivery. WHAT YOU’LL DO: Manage and coordinate all client communications (internal and external) for assigned accounts, ensuring timely updates and effective issue resolution Develop a strong understanding of business objectives, processes, and products to support detailed analysis and resolution of client requests Gather and analyze client requirements, define project scope, and propose solution approaches Prepare documentation such as Statements of Work (SOW) and Software Requirements Specifications (SRS) Establish timelines and ensure alignment with delivery expectations Act as a bridge between clients, development, QA, and other internal teams Provide clear functional guidance to technical teams Ensure requirements are accurately translated into deliverables Oversee the end-to-end project lifecycle, including requirement g
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