Placement Specialist, IAS National Private Risk Management
Foundation Risk Partners- Full Time
- Junior (1 to 2 years)
Candidates should possess a minimum of one year of experience with client-facing work, specifically in customer service within a call center or retention sales environment. They must also demonstrate a willingness to obtain a Life/Health insurance license.
The Associate I, Placement Team will become a licensed expert in life insurance products through training, ensuring a smooth customer experience by providing regular updates via phone, email, and SMS. They will maintain availability at or above predetermined goals for incoming/outgoing calls, retain customers at risk of withdrawal, navigate insurance carrier websites and the CRM system, address customer questions regarding the insurance process, deliver empathetic communication about adverse decisions, and collaborate with internal teams while documenting detailed notes for colleagues.
Insurance technology for life products
Zinnia focuses on improving the life and annuity insurance market by providing a platform that simplifies the creation, management, and servicing of insurance products. The platform uses technology and data analytics to help insurance companies launch products faster and manage them more effectively. This results in a better buying experience for consumers and increased operational efficiency for insurers and financial advisors. Zinnia's platform is user-friendly, allowing consumers to easily understand and purchase life and annuity products. The company aims to enhance the relationship between customers and insurers, ensuring better protection and improved wellbeing for consumers. Unlike its competitors, Zinnia emphasizes real-time data sharing and actionable insights, which help all parties make informed decisions.