Client Intake Specialist

3 weeks ago

Bridgewater, United States ZINNIA Full time
WHO WE ARE:

Zinnia is simplifying how people buy, sell, and administer insurance products. Combining intuitive enterprise technology solutions and data insights, the Policygenius marketplace, and market-leading products including martOffice, AnnuityNet, LifeSpeed, WinFlex, TPP, VitalSales Suite, and Exchange Consulting, Zinnia is redesigning the insurance experience for shoppers, advisors, and insurers alike - and enabling more people to protect their financial futures along the way. Zinnia has over $173.7 billion in assets under administration across 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders.

WHO YOU ARE:

An Intake Specialist will have a background in the annuity and insurance industry, specifically related to the Zinnia model. The Specialist will have a solid background in the interdependencies between Operations, Technology Capability areas (key systems, platforms) and departments outside of delivery (Finance, Fund Management, Compliance, Tax). They will have the ability to build relationships with technical and non-technical Zinnia associates.

Intake Specialist will have a strong grasp of requirements gathering and estimation. The Intake Specialist will use the estimation catalog to support a quick turnaround. They use internal resources to research current processes and functionality by client. They have strong attention to detail, are problem solvers and can translate between the External Client, Product Management, Information Technology, Operations, and Management teams in order to ensure requirements are captured. The Intake Specialist will provide support to the Client Delivery Specialist.

WHAT YOU'LL DO:
  • Support the movement of internal and external project requests through the estimation process
  • Lead the initial project scope and estimate activities, including gathering requirements
  • Incorporate knowledge of the existing client implementation and business offerings as consideration of impact and alignment when driving intake sessions
  • Assist Capability areas in identifying scope changes and facilitating the dissemination of information to the appropriate to the Client Delivery team
  • Facilitate estimate planning sessions to ensure efficient use of time and turnaround to the client
  • Ensure estimates for each client adhere to the Zinnia IT framework and support the clients' business objective
  • Facilitate, prepare and review work with resources working a different shift
  • Lead/Facilitate detailed Solution Definition meetings, ensuring track meetings are well defined and address the necessary material to drive to a holistic solution
  • Facilitate solution planning sessions to ensure efficient use of time with take-aways for internal alignment if necessary
  • Provide thought equity to identify new processes, innovative business analysis tools and techniques in response to business needs
  • Assist with training program and associated documentation to support knowledge repositories
WHAT YOU'LL NEED:
  • Bachelor's degree in Computer Information Systems, Business Administration, or a related field, or equivalent work experience
  • 3+ years' in business and / or systems analysis or related experience preferred
  • 4+ years' experience in Annuity, financial services, or life insurance work experience preferred
  • Solid background in the interdependencies between Operations, Technology Capabilities and department outside of delivery
  • Strong knowledge and practice of the techniques necessary to manage the activities related to planning and requirements/analysis phases of the SDLC (Software Development Life Cycle)
  • Hands-on leader who knows the day-to-day aspects of tasks well enough to offer clear direction to team members
  • Outlook/Word//Excel/PowerPoint experience, with knowledge of Project Management tools
  • Strong project management skills
  • Strong Relationship Building skills
  • Strong analytical skills
  • Excellent oral/written communications skills and relationship management skills
BONUS POINTS:

Proficiency in the following skills / traits:
    • Decision Making
    • Priority Management
    • Thinking Strategically
    • Commitment to Results
    • Customer Focus
    • Problem Solving
    • Acting with Integrity and Trust
    • Team Effectiveness
    • Adaptability

WHAT'S IN IT FOR YOU?

Zinnia offers excellent career progression and competitive compensation. We offer great benefits, including health/dental insurance, parental leave, profit sharing, 401(k), incentive/bonus opportunity, tuition reimbursement, and so much more. We're looking for the best and brightest innovators in the industry to join our team. At Zinnia, you collaborate with smart, creative professionals who are dedicated to delivering cutting-edge technologies, deeper data insights, and enhanced services to transform how insurance is done. Visit our website at www.zinnia.com for more information. Apply by completing the online application on the careers section of our website. We are an Equal Opportunity employer committed to a diverse workforce. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability. Notice for California residents: Information about how we collect and use your personal information can be found here.

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