Associate II - New Business

The role

You will process new business applications and related transactions for annuity policies. You will review applications, payment information and supporting documents, and follow up on outstanding requirements.

What you will do

• Process new business applications and related transactions for annuity policies.
• Review applications, payment information and supporting documents for completeness and compliance.
• Research and process requests while working on multiple screens and applications.
• Initiate and manage follow-up requirements for outstanding information, transfers, funding and correspondence.
• Resolve moderately routine questions following pre-established guidelines and escalation paths.
• Maintain accurate documentation, case notes and workflow status throughout the new business lifecycle.
• Develop and maintain working knowledge of the insurance industry and of all products, services and processes performed by the team.
• Work with strict timelines and non-rotating US shift timings.

Required qualifications

• Graduation in any stream.
• 1+ year of working experience in Life Insurance, Annuities or financial services, with a focus on quality, attention to detail, accuracy and accountability.
• Experience in a professional/office-related environment that required regularly scheduled shifts.
• Experience using Windows PC applications that required keyboard use, navigating screens and learning new software tools.
• Typing speed of 30+ WPM with 98% accuracy.
• Effective English business communication skills to exchange information with clients, agents and internal partners.
• Ability to solve basic mathematical problems and interpret financial information.
• Basic email and letter writing skills.
• Good understanding of MS Excel and MS Outlook.
• Life/Annuity Insurance domain knowledge.

Nice to have

• Commerce graduate.
• Annuity new business processing experience.

Before you apply

• Life/Annuity Insurance domain knowledge is required.

About the company

Zinnia is a technology platform for accelerating life and annuities growth, serving 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders. It has over $180 billion in assets under administration.