Associate II - Licensing

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 YOU'LL DO:

Process licensing & commissions transactions as per standard operating procedures (SOPs)

Perform data entry, data validation, and data analysis with high accuracy

Review, verify, and update records in internal systems.

Handle email-based communication with internal teams or clients.

Ensure compliance with quality standards, turnaround time (TAT), and SLAs

Identify discrepancies or errors and escalate issues to supervisors when required

Maintain confidentiality and data security as per company and client policies

Participate in process improvement initiatives and training programs

Meet productivity, accuracy, and performance targets consistently

Researching and processing requests while working on multiple screens and applications.

Resolving moderately routine questions following pre-established guidelines.

Performing routine research on customer inquiries.

Ensuring customer satisfaction and strive to meet & exceed service standards.

Developing and maintaining a solid working knowledge of the insurance industry and of all products, services and processes performed by the team.

Ability to work with strict timelines.

WHAT YOU'LL NEED:

Good written communication skills

Strong attention to detail and accuracy

Basic knowledge of MS Office (Excel, Word, Outlook)

Ability to work with large volumes of data

Time management and multitasking skills

Ability to work independently as well as in a team

Willingness to work night shifts

Must be able to type 30+ WPM with 98% accuracy.

Graduation in any stream, Commerce Graduate preferred.

Experience of working in Insurance process would be preferred.

Experience in a professional/office related environment that required you to work regularly scheduled shifts.

Experience using a computer with Windows PC applications that required you to use a keyboard, navigate screens, and learn new software tools.

Effective English business communication skills required to exchange information with client.

Must have basic Email/ Letter writing skills.

Good understanding of MS Excel and MS-Outlook.

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