Policy Renewal Advisor

2 weeks ago

Durham, North Carolina, United States ZINNIA Full time
ABOUT US:

Zinnia is revolutionizing the way individuals purchase, manage, and understand insurance products. By integrating user-friendly enterprise technology solutions with insightful data analytics, the Policygenius marketplace, and leading products such as SmartOffice, AnnuityNet, LifeSpeed, WinFlex, TPP, VitalSales Suite, and Exchange Consulting, Zinnia is transforming the insurance landscape for consumers, advisors, and insurers alike, empowering more individuals to secure their financial futures. With over $173.7 billion in assets under management across more than 100 carrier clients, 2500 distributors and partners, and over 2 million policyholders, we are at the forefront of the industry.

YOUR PROFILE:

You are a driven professional who exemplifies our dedication to assisting customers in navigating the intricacies of insurance with ease. As a licensed P&C expert, you are passionate about making a meaningful difference and delivering outstanding customer service while providing holistic advice on insurance matters.

YOUR RESPONSIBILITIES:
  • Customer Interaction: Engage with clients through multiple channels (email, phone, chat) to provide thorough support and guidance.
  • Tailored Support: Establish yourself as a trusted consultant by comprehending each client's specific requirements and suggesting customized insurance solutions. Your ability to empathize and provide tailored advice will empower clients to make informed choices.
  • Sales and Renewal Assistance: Identify opportunities to promote additional insurance offerings or policy enhancements based on client needs. Facilitate clients in navigating their policy renewals seamlessly by re-evaluating their policies within our marketplace.
  • Team Collaboration: Collaborate closely with various internal and external teams, including sales, underwriters, quoting specialists, and others, to efficiently address client inquiries.
  • Flexibility: Excel in a dynamic, fast-paced environment while maintaining a positive and solution-focused attitude.
YOUR QUALIFICATIONS:
  • Insurance Background: A minimum of 3 years of P&C experience; P&C license is mandatory.
  • Outstanding Communication Skills: Excellent verbal and written communication abilities are crucial. Your capacity to actively listen, empathize, and articulate solutions will be vital in providing exceptional service.
  • Customer-Focused Approach: A sincere enthusiasm for helping others and a commitment to prioritizing the customer are essential traits for success in this position.
  • Sales Insight: Familiarity with sales principles and the ability to spot opportunities for upselling or cross-selling insurance products will be beneficial.
  • Willingness to Grow: While prior insurance experience is advantageous, a readiness to learn and advance within the industry is equally important. A Bachelor's degree or relevant experience is a plus.
WHAT WE OFFER:

Zinnia provides excellent career advancement opportunities and competitive compensation with the aim of retaining and nurturing talented team members. The salary range for this role is a good faith estimate, based on what a successful candidate might earn in various Company locations. The salary range for this position is $50,000 - $55,000. All offers made to candidates are thoroughly reviewed to ensure fair and equitable compensation by providing competitive salaries that reflect the individual's skills, education, experience, training, and geographic location. The range may vary above or below the stated amounts. We offer a comprehensive benefits package, including health/dental insurance, parental leave, profit sharing, 401(k), incentive/bonus opportunities, tuition reimbursement, and much more. We seek the brightest and most innovative professionals in the industry to join our team. At Zinnia, you will work alongside intelligent, creative individuals dedicated to delivering cutting-edge technologies, deeper data insights, and enhanced services to transform the insurance experience. For more information, please visit our website. We are an Equal Opportunity employer committed to fostering 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

#LI-JW1 #LI-Hybrid

#LI-JW1

  • Adjunct Professor of Public Policy

    1 month ago

    Durham, North Carolina, United States Duke University - Sanford School of Public Policy Full time

    The Sanford School of Public Policy at Duke University invitesexperienced practitioners to apply for adjunct teaching positionsin the school's new executive Master of Public Affairs (MPA) program, which willwelcome its first cohort of students in Summer 2025.The Duke MPA will be a hybrid, accelerated program formid-career professionals working in government...

  • Customer Retention Advisor

    1 week ago

    Durham, North Carolina, United States ZINNIA Full time

    ABOUT US: Zinnia is revolutionizing the way individuals purchase, manage, and administer insurance products. By integrating user-friendly enterprise technology solutions with insightful data analytics, the Policygenius marketplace, and leading products such as SmartOffice, AnnuityNet, LifeSpeed, WinFlex, TPP, VitalSales Suite, and Exchange Consulting, Zinnia...

  • Service Advisor

    7 days ago

    Durham, North Carolina, United States Sport Durst Automotive Group Full time

    Job Summary:Sport Durst Automotive Group is seeking a highly skilled and customer-focused Service Advisor to join our team. As a Service Advisor, you will play a critical role in ensuring our customers receive exceptional service and support throughout the repair process.Key Responsibilities:Act as a liaison between the service staff and customers, providing...

  • Senior Software Developer

    1 week ago

    Durham, North Carolina, United States Fidelity TalentSource LLC Full time

    Senior Software Engineer (OIPA) – Fidelity TalentSource LLCAre you passionate about delivering cutting-edge solutions to meet the needs of numerous customers in tax-efficient savings, protection, and assured income in retirement? Fidelity TalentSource LLC, a leading provider of internal temporary staffing services, is seeking skilled engineers to join our...

  • Patient Financial Advisor

    2 weeks ago

    Durham, North Carolina, United States Dukehealth Full time

    Join Duke Health as a Patient Financial AdvisorAt Duke Health, we are committed to providing compassionate care that transforms the lives of our patients, their families, and the broader community. We invite you to explore how your skills can contribute to advancing health together.About the Patient Revenue Management OrganizationEmbrace your passion for...

  • Corporate Legal Advisor

    2 weeks ago

    Durham, North Carolina, United States Strata Solar LLC Full time

    Position OverviewStrata Solar LLC, a prominent national developer and operator in the solar energy and energy storage sector, offers its legal professionals a diverse and dynamic legal practice. Our legal team plays a crucial role in supporting the General Counsel and collaborating with Strata's executive leadership to achieve strategic objectives from both...

  • Insurance Engagement Specialist

    2 weeks ago

    Durham, North Carolina, United States ZINNIA Full time

    ABOUT US: Zinnia is revolutionizing the way individuals purchase, manage, and sell insurance products. By integrating user-friendly enterprise technology solutions with insightful data analytics, the Policygenius marketplace, and industry-leading offerings such as SmartOffice, AnnuityNet, LifeSpeed, WinFlex, TPP, VitalSales Suite, and Exchange Consulting,...

  • Customer Service Ambassador

    4 days ago

    Durham, North Carolina, United States Carpe Full time

    About the RoleWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative. As a Sweat Advisor, you will play a critical role in helping our customers find the perfect sweat solutions to meet their needs.Key ResponsibilitiesCustomer Retention: Manage customer auto-renewals and process order...

  • Senior Member Service Advisor, Durham

    4 days ago

    Durham, North Carolina, United States Local Government Federal Credit Union Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Member Service Advisor to join our team at Local Government Federal Credit Union. As a key member of our Civic Branch, you will play a crucial role in providing exceptional member experience and driving business growth.Key ResponsibilitiesMember Service and ExperienceAssist the Civic Manager...

  • Sustainable Infrastructure Investment Specialist

    2 weeks ago

    Durham, North Carolina, United States Qualitas Energy Full time

    About Qualitas EnergyQualitas Energy is a prominent fund manager dedicated to the realms of renewable energy, energy transition, and sustainable infrastructure. Our mission is to facilitate the shift towards a decarbonized economy by concentrating our investments in sustainability-focused assets. Our commitment to sustainability not only shapes our...

  • Financial Services Advisor

    2 weeks ago

    Durham, North Carolina, United States Duke University Full time

    Role Overview:As a vital member of our team, you will be responsible for meticulously managing patient financial accounts in accordance with established departmental guidelines, policies, and regulatory compliance.Key Responsibilities:1. Complete patient financial accounts with precision, ensuring adherence to protocols during pre-admission, admission,...

  • Financial Assistance Advisor

    2 weeks ago

    Durham, North Carolina, United States Duke University Full time

    At Duke Health, our mission is to provide empathetic care that positively impacts the lives of patients, their families, and the broader community. We invite you to explore how your skills can contribute to advancing health together. About Duke Health's Patient Revenue Management Organization Embrace your passion for service with the Patient Revenue...

  • Patient Financial Advisor

    2 weeks ago

    Durham, North Carolina, United States Duke University Full time

    About Duke University Health SystemEstablished in 2001, the Patient Revenue Management Organization (PRMO) is a comprehensive, centralized revenue cycle entity that supports the entire Duke Health network. Our focus is on optimizing the revenue cycle through improved management of scheduling, registration, coding, health information management, billing,...

  • Patient Financial Advisor

    2 weeks ago

    Durham, North Carolina, United States Duke University Full time

    About Duke University Health SystemDuke University Health System (DUHS) is a premier healthcare organization dedicated to providing exceptional patient care through a comprehensive revenue cycle management approach. Our focus is on enhancing the patient experience while ensuring financial stability for the institution.Position OverviewThe Financial Care...

  • Financial Services Advisor

    2 weeks ago

    Durham, North Carolina, United States Duke University Full time

    At Duke Health, our mission is to provide compassionate care that positively impacts the lives of patients, their families, and the broader community. About Duke HomeCare & Hospice Explore your passion for caregiving with Duke HomeCare & Hospice, which delivers hospice, home health, and infusion services throughout the region, while also supporting the Duke...

  • Patient Financial Advisor

    2 weeks ago

    Durham, North Carolina, United States Duke University Full time

    About Duke University Health SystemDuke University Health System (DUHS) is a premier healthcare organization dedicated to delivering exceptional patient care and advancing health through innovative practices. Our mission is to enhance the patient experience while ensuring financial security and maintaining our commitment to excellence in healthcare.Position...

  • Community Mortgage Advisor

    2 weeks ago

    Durham, North Carolina, United States Truist Financial Corporation Full time

    Position Overview:This role serves as a vital link between the community, local authorities, and mortgage program agencies, focusing on the provision of mortgage loans aimed at low to moderate income individuals through collaborative community efforts and housing initiatives.Key Responsibilities:Drive the growth and issuance of mortgage loans for...

  • Financial Services Advisor

    2 weeks ago

    Durham, North Carolina, United States Duke University Full time

    At Duke Health, we are dedicated to providing empathetic care that transforms the lives of patients, their families, and the broader community. About Duke HomeCare & Hospice Embrace your passion for caregiving with Duke HomeCare & Hospice, which delivers hospice, home health, and infusion services throughout the region, while also supporting the Duke...

  • Technical Sales Consultant for Software Solutions

    2 weeks ago

    Durham, North Carolina, United States FlexGen® Full time

    About FlexGen Located in Durham, N.C., FlexGen stands at the forefront of integration services and software technology, specializing in utility-scale energy storage solutions both in the United States and worldwide. Our mission is to design and implement storage solutions alongside the software platform that is pivotal in today's energy transition. By...

  • Insurance Account Manager

    9 hours ago

    Durham, North Carolina, United States Independent Insurance Agents of North Carolina Full time

    Job DescriptionThe Personal Lines Insurance Specialist at an Independent Insurance Agency in North Carolina is responsible for maintaining strong customer relationships by handling personal lines insurance coverage inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while...