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 is transforming the insurance experience for consumers, advisors, and insurers alike. With over $173.7 billion in assets under management, we serve more than 100 carrier clients, 2500 distributors and partners, and over 2 million policyholders.

YOUR PROFILE:

You are a driven professional who embodies our dedication to assisting customers in navigating the complexities of insurance with ease. As a licensed P&C expert, you are passionate about making a meaningful difference and delivering outstanding customer service while advising clients comprehensively on their insurance requirements.

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 recognizing each client's specific needs and suggesting customized insurance solutions. Your capacity to empathize and deliver personalized advice will empower clients to make informed choices.
  • Sales and Renewal Assistance: Identify opportunities to promote additional insurance products or policy enhancements based on client needs. Provide recommendations to help clients navigate their policy renewals smoothly by re-evaluating their policies on our marketplace.
  • Team Collaboration: Collaborate closely with various internal and external teams, including sales, underwriters, quoting specialists, and others, to resolve client inquiries effectively.
  • Flexibility: Excel in a dynamic, fast-paced environment while maintaining a positive and solution-focused attitude.
REQUIREMENTS:
  • Insurance Background: Minimum of 3 years of P&C experience; P&C license is mandatory.
  • Outstanding Communication: Strong verbal and written communication skills are essential. Your ability to actively listen, empathize, and articulate solutions will be crucial in providing exceptional service.
  • Customer-Focused Approach: A genuine enthusiasm for helping others and a commitment to prioritizing the customer are vital 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 Learn: While prior insurance experience is advantageous, a desire to learn and develop 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 position is a good faith estimate, reflecting what a successful candidate might earn in certain locations. The salary range for this role is $50,000 - $55,000. All offers made to candidates are carefully assessed to ensure fair and equitable compensation by providing competitive salaries that align with the individual's skills, education, experience, training, and geographic location. The range may vary above or below the stated amounts. We offer comprehensive benefits, 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 collaborate with intelligent, creative individuals who are committed to delivering cutting-edge technologies, deeper data insights, and enhanced services to transform the insurance landscape. For more information, please visit our website. We are an Equal Opportunity employer dedicated 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.

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