Director, Client Account Manager at Zinnia

Bridgewater, New Jersey, United States

Zinnia Logo
Not SpecifiedCompensation
Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
N/AIndustries

Requirements

  • Significant oversight, planning, critical thinking, and consultative skills
  • Ability to collaborate with senior decision-makers within Zinnia and client organizations
  • Strong relationship-building skills
  • Experience in client management and strategic advisory

Responsibilities

  • Lead and manage key client delivery relationships, fostering a Zinnia-first mindset
  • Drive overall client and end-customer experience, measuring success through client satisfaction, strategic leadership, and optimized client support
  • Guide with strategic advisory and execution expertise, acting as a strong advocate for the client within Zinnia
  • Define and implement new metrics in collaboration with the delivery management team
  • Develop relationships with key client executives, serving as a trusted business and Zinnia advisor
  • Present a comprehensive view of Zinnia’s services, products, and technology for client leverage
  • Ensure Zinnia meets business commitments and resolves issues promptly for client satisfaction
  • Clarify lines of responsibility and authority within functional organizations
  • Own and manage the client relationship within the Zinnia framework, overseeing project delivery, day-to-day operations, service delivery, and financial management
  • Build long-term strategic partnerships focused on driving ROI for clients and identify a clear path and execution approach to deliver an exceptional level of client experience
  • Ensure client satisfaction metrics are developed and implemented
  • Represent the client within Zinnia, communicate the customer experience, collaborate with internal teams to achieve client objectives, and identify Zinnia’s needs to meet business requirements
  • Take ownership of high priority projects/programs, including: business case, alternatives evaluation, scope, cost, risks, interdependencies, workplan

Skills

Client Relationship Management
Strategic Advisory
Account Management
Stakeholder Collaboration
Project Oversight
Financial Management
Consultative Skills
Relationship Building
Executive Communication
Metrics Development

Zinnia

Insurance technology for life products

About Zinnia

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.

Topeka, KansasHeadquarters
2005Year Founded
$1.7MTotal Funding
SEEDCompany Stage
Data & Analytics, FintechIndustries
501-1,000Employees

Benefits

Health Insurance
Dental Insurance
Parental Leave
Profit Sharing
401(k) Company Match
Incentive Bonus Opportunity
Tuition Reimbursement

Risks

Integration challenges with Ebix's assets could disrupt operations if not managed well.
Ebix's bankruptcy proceedings may affect the terms of the asset acquisition.
Rapid expansion and onboarding of 770 new team members could strain resources.

Differentiation

Zinnia offers a comprehensive platform for life and annuity insurance products.
The company leverages advanced technology and data analytics for efficient product management.
Zinnia's recent acquisition of Ebix's assets enhances its CRM and agency management tools.

Upsides

Zinnia secured $300 million in funding from Vista Credit Partners.
The acquisition of Ebix's assets expands Zinnia's market share and service offerings.
Growing demand for personalized insurance solutions benefits Zinnia's tailored product approach.

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