Insurance Engagement Specialist

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

YOUR ROLE:

As a dedicated professional, you will embody our mission to assist customers in navigating the intricate world of insurance with ease. Your expertise as a licensed P&C professional will enable you to make a significant impact while delivering outstanding customer service and comprehensive advice tailored to clients' insurance requirements.

KEY RESPONSIBILITIES:
  • Customer Interaction: Engage with clients through multiple communication channels (email, phone, chat) to provide thorough support and guidance.
  • Tailored Support: Establish yourself as a trusted consultant by recognizing each client's distinct needs and suggesting customized insurance solutions. Your capacity to empathize and deliver personalized recommendations 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. Guide clients through the policy renewal process by exploring options within our marketplace.
  • Team Collaboration: Collaborate effectively with cross-functional teams, including sales, underwriters, and quoting specialists, to resolve client inquiries promptly.
  • Flexibility: Excel in a fast-paced, dynamic environment while maintaining a positive and solution-focused attitude.
QUALIFICATIONS:
  • Insurance Background: A minimum of 3 years of experience in P&C insurance; P&C license is mandatory.
  • Strong Communication Skills: Excellent verbal and written communication abilities are essential. Your skill in active listening, empathy, and solution articulation will be crucial in providing exceptional service.
  • Customer-Focused Approach: A genuine enthusiasm for helping others and a commitment to prioritizing the customer experience are vital for success in this position.
  • Sales Insight: Familiarity with sales principles and the capability to identify upselling or cross-selling opportunities in insurance products will be beneficial.
  • Willingness to Grow: 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.
BENEFITS:

Zinnia provides excellent career advancement opportunities and competitive compensation aimed at retaining and nurturing talented team members. The salary range for this position is estimated between $50,000 - $55,000, reflecting a good faith estimate based on potential compensation in various locations. All offers are carefully reviewed to ensure equitable pay that aligns with individual skills, education, experience, training, and geographic location. Additional benefits include health/dental insurance, parental leave, profit sharing, 401(k), incentive/bonus opportunities, tuition reimbursement, and much more. Join a team of innovative professionals dedicated to delivering cutting-edge technologies, deeper data insights, and enhanced services that redefine the insurance experience. For more information, please visit our website. We are an Equal Opportunity employer committed to fostering a diverse workforce and do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability.

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