Specialist (Quality)- Life Insurance and Annuities

WHAT YOU’LL 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 YOU’LL NEED:

• Bachelor’s degree in business, Finance, Insurance, or a related field.


• 3+yrs 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.

 WHAT’S IN IT FOR YOU?

We’re 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-edge technologies, deeper data insights, and enhanced services to transform how insurance is done. Visit our website at www.zinnia.com for 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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