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Retention Specialist III (P&C) - Policygenius

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 SmartOffice, 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:

You are a motivated individual who embodies our commitment to helping customers navigate the complexities of insurance effortlessly. You are a licensed P&C professional passionate about making a positive impact and providing exceptional customer service and advising clients holistically about their insurance needs. 

WHAT YOU’LL DO:  

  • Customer Engagement: Interact with customers through various channels (email, phone, chat) to offer comprehensive support and guidance. 
  • Personalized Assistance: Become a trusted advisor by understanding each customer's unique needs and recommending tailored insurance solutions. Your ability to empathize and offer personalized advice will empower customers to make informed decisions.
  • Sales and Renewal Support: Recognize opportunities to promote additional insurance products or policy upgrades based on customers' needs. Make recommendations to help customers navigate their policy renewal as seamlessly as possible by re-shopping their policy on our marketplace.
  • Collaboration: Work closely with cross-functional and external teams, including sales, underwriters, quoting specialists, and more, to resolve customer inquiries efficiently.
  • Adaptability: Thrive in a dynamic, fast-paced environment while maintaining a positive and solution-oriented approach.

WHAT YOU’LL NEED:  

  • Insurance Experience: 3 or more years of P&C experience; P&C license required
  • Exceptional Communication: Strong verbal and written communication skills are essential. Your ability to actively listen, empathize, and articulate solutions will be key in delivering top-notch service.
  • Customer-Centric Mindset: A genuine passion for assisting others and a commitment to putting the customer first are crucial attributes for success in this role.
  • Sales Acumen: An understanding of sales principles and the ability to identify opportunities to upsell or cross-sell insurance products will be advantageous.
  • Eagerness to Learn: While prior experience in insurance is beneficial, a willingness to learn and grow within the industry is equally valuable. A Bachelor’s degree or relevant experience is a plus.

WHAT’S IN IT FOR YOU?  

Zinnia offers excellent career progression and competitive compensation with the goal of retaining and growing talented team members. The salary range for this role is a good faith estimate, it is estimated based on what a successful candidate might be paid in certain Company locations. The salary range for this position is $50,000 - $55,000. All offers presented to candidates are carefully reviewed to ensure fair, equitable pay by offering 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 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.

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