Associate I, Carrier Solutions - Life Insurance

WHO YOU ARE:
Are you a life insurance professional looking to leverage your industry expertise in a dynamic, client-focused environment? Join our Carrier Solutions team, where your deep knowledge of life insurance products and practices will directly support customers, sales representatives, and internal partners in delivering best-in-class service and solutions.

As an Associate I, Carrier Solutions – Life Insurance, you will serve as a dedicated resource for life insurance contract servicing. Your role will focus on providing high-quality, personalized support to our clients and field representatives by resolving complex servicing issues and managing a wide range of contract-related transactions. You’ll apply your comprehensive life insurance knowledge to guide customers through policy transactions, assist with inquiries, and ensure accuracy and compliance across service delivery.

This position is ideal for an experienced professional who values operational excellence, enjoys collaborating across teams, and thrives on creating positive client experiences.

WHAT YOU’LL DO:

• Deliver Expert Support: Handle inbound and outbound calls, providing detailed, expert-level support on life insurance contracts, transactions, and inquiries.


• Service with Precision: Process contract-level service requests including applications, billing, policy changes, claims, and more—ensuring accuracy and compliance.


• Issue Resolution: Research and analyze complex account or transaction issues to deliver prompt and effective resolutions for clients and sales representatives.


• Client Relationships: Build trust with clients by serving as a go-to expert and consistent support partner for life insurance servicing.


• Cross-Functional Collaboration: Work closely with internal teams to ensure service consistency and share insights that enhance process efficiency and customer satisfaction.


• Maintain Regulatory Excellence: Apply your working knowledge of industry regulations, policies, and products to ensure service meets compliance standards.


• Develop Product Expertise: Stay current on life insurance product features, contract rules, and operational procedures.

WHAT YOU’LL NEED:

• High school diploma required; associate’s or bachelor’s degree preferred.


• 2+ years of experience in the life insurance industry with strong exposure to contract servicing, claims, or policy administration.


• Prior customer service or call center experience, especially within financial services or insurance operations.


• Solid understanding of life insurance products, terminology, and regulatory environment.


• Strong communication skills—able to convey complex insurance concepts clearly and professionally to both clients and colleagues.


• Comfortable with Microsoft Office tools and internal CRM/policy administration systems.


• Proven track record of reliability, accountability, and working collaboratively in a fast-paced team environment.


• Willingness to work overtime when required.


• Flexible team player; with ability to prioritize multiple tasks

WHAT’S IN IT FOR YOU?  

Zinnia offers excellent career progression and competitive compensation. We offer great benefits, including health/dental insurance, parental leave, 401(k), incentive/bonus opportunity, tuition reimbursement, and so much more. 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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