Zinnia

Retention Specialist I - Policygenius

United States

Zinnia Logo
Not SpecifiedCompensation
Entry Level & New GradExperience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries

Requirements

Candidates should possess 1-2 years of P&C insurance experience and hold a valid P&C license, demonstrating a strong understanding of the insurance industry. Exceptional communication skills, both verbal and written, are required, along with a customer-centric mindset and an eagerness to learn.

Responsibilities

As a Retention Specialist, you will engage with customers through various channels to offer comprehensive support and guidance, becoming a trusted advisor by understanding their unique needs and recommending tailored insurance solutions. You will also recognize opportunities to promote additional insurance products, collaborate with cross-functional teams to resolve customer inquiries, and support customers through policy renewals by re-shopping their policies in the marketplace.

Skills

Customer Service
Insurance Knowledge
Client Advising
Communication
Empathy
Sales Support

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.

Key Metrics

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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