Retention Specialist I - Policygenius

Position Overview

• Location Type: Remote
• Employment Type: Full-time
• Salary: Not specified

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.

WHO YOU ARE:

Are you looking for the chance to make a huge impact at a company with a mission to help thousands, potentially millions of people? As a Retention Specialist, you are a motivated individual who embodies our commitment to helping customers navigate the complexities of insurance effortlessly. If you are a licensed P&C professional passionate about making a positive impact by providing exceptional customer service and advising clients holistically about their insurance needs, this is the place for you. Individuals who reside in Alaska, California, Colorado, Montana, New York, Nevada, and Rhode Island are not eligible for this remote role.

WHAT YOU’LL DO:

• Customer Engagement: Interact with customers through various channels (email, phone, chat) to offer comprehensive support and guidance.
• Personalized Assistance: Become a trusted advisor by understanding each customer's unique needs and recommending tailored insurance solutions. Your ability to empathize and offer personalized advice will empower customers to make informed decisions.
• Sales and Renewal Support: Recognize opportunities to promote additional insurance products or policy upgrades based on customers' needs. Make recommendations to help customers navigate their policy renewal as seamlessly as possible by re-shopping their policy in our marketplace.
• Collaboration: Work closely with cross-functional and external teams, including sales, underwriters, quoting specialists, and more, to resolve customer inquiries efficiently.
• Adaptability: Thrive in a dynamic, fast-paced environment while maintaining a positive and solution-oriented approach.

WHAT YOU’LL NEED:

• Insurance Experience: 1-2 years of P&C experience; P&C license required
• Exceptional Communication: Strong verbal and written communication skills are essential. Your ability to actively listen, empathize, and articulate solutions will be key in delivering top-notch service.
• Customer-Centric Mindset: A genuine passion for assisting others and a commitment to putting the customer first are crucial attributes for success in this role.
• Sales Acumen: An understanding of sales principles and the ability to identify opportunities to upsell or cross-sell insurance products will be advantageous.
• Eagerness to Learn: A willingness to learn and adapt to new technologies and processes.