Back to jobs

Director, Client Account Manager

New York City, NY - Hybrid

 

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:

As Director, Client Account Manager, lead and manage key client delivery relationships, working to collaborate for a Zinnia-first mindset.  Drive overall client and end-customer experience, measuring success through client satisfaction, strategic leadership, and optimized client support.  Guide with strategic advisory and execution expertise, acting as a strong advocate for the client within Zinnia, defining and implementing new metrics in collaboration with the delivery management team.  Develop relationships with key client executives, serving as a trusted business and Zinnia advisor, fostering trust and confidence, and presenting a comprehensive view of Zinnia's services, products, and technology for client leverage.

The role requires significant oversight, planning, critical thinking, and consultative skills, leveraged by collaborating with some of the most senior decision makers within Zinnia and our client’s organizations.  This role is enabled by all Zinnia functions including and not limited to Business Operations and Services, Technology and Delivery Services, Finance and Zinnia executive leadership; forming a single point of client ownership and accountability to drive mutually beneficial relationships. 

WHAT YOU’LL DO:  

This role will become an extended part of our client’s leadership team including responsibility for client joint governance and prioritization.

  • Ensure Zinnia meets business commitments and resolves issues promptly for client satisfaction. Clarify lines of responsibility and authority within functional organizations.
  • Own and manage the client relationship within the Zinnia framework, overseeing project delivery, day-to-day operations, service delivery, and financial management.
  • Build long-term strategic partnerships focused on driving ROI for our clients and identify a clear path and execution approach to deliver an exceptional level of client experience. Ensure client satisfaction metrics are developed and implemented.
  • Represent the client within Zinnia, communicate the customer experience, collaborate with internal teams to achieve client objectives, and identify Zinnia's needs to meet business requirements.
  • Take ownership of high priority projects/programs, including: business case, alternatives evaluation, scope, cost, risks, interdependencies, workplan, implementation, impact measurement, scaling and iteration.
  • Introduce clients to Zinnia capabilities, influence technology roadmap, and coordinate with clients on industry/regulatory changes and go-to-market strategies.
  • Drive commercial management initiatives, focusing on growth and retention strategies, to enhance overall business performance and sustain long-term client relationships.
  • Oversee contract management and governance, ensuring adherence to established protocols and driving effective execution throughout the contract lifecycle for optimal outcomes.
  • Define and execute our account management strategy promoting a collaborative mindset across the organization with assigned client account(s), seamlessly interface and gain the trust at all levels and collaborate and lead the internal Zinnia teams through solutioning, implementation, execution and overall client satisfaction.
  • Design and lead a dedicated core team for the client organization. Ensure the team is an extension of the client's team, interfacing with Zinnia on a daily basis.
  • Identify additional client pull-through business opportunities as part of an account management strategy that builds on the strategic direction and targets of the client, aligning those targets to Zinnia offerings and services.
  • Collaborate with the Zinnia senior management team, develop strategic plans, and ensure responsiveness to client requests for change. Maintain professional relationships reflecting Zinnia's core values.

WHAT YOU’LL NEED:  

  • Bachelor’s degree in technology, business, finance, accounting, or equivalent work experience.
  • Minimum 12 years' experience in relationship management, consulting, or leadership roles, engaging with all levels in client organizations.
  • Preferably experienced in the life insurance industry, especially Annuities.
  • Industry certifications are a plus.
  • Extensive project, program and portfolio management experience.
  • Excellent verbal and written communication skills, including negotiation and conflict management abilities, and presentation skills for orientations and live online sessions.
  • Outstanding team player with a strategic partner mindset, able to interact with both technical and non-technical clients.
  • Strong technology-related skills, tech-savvy in the technical aspects of platforms and digital strategies.
  • Empathetic understanding of clients' businesses and the ability to align Zinnia services with client needs.
  • Proven problem-solving, critical reasoning, and influencing skills.
  • Responsive to client escalations, with strong time management and organizational skills.
  • Effective relationship-building skills internally and with clients, adept at working in dispersed virtual teams.
  • Diplomacy skills, including the ability to broker reasonable compromises.
  • Strong goal orientation and organizational follow-through.
  • Highly organized and detail-oriented, with exceptional follow-through.
  • Self-starter with a high energy level, commitment to excellence, and diligent work ethic.
  • Strong leadership abilities in a matrix environment.
  • Willingness to travel, ranging from a minimum of 25% up to 50% based on client needs.

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. The expected salary range for this position is $180,000 - $220,000, dependent on skills and location. The salary range is a good faith estimate based on what a successful candidate might be paid in certain Company locations. 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 and may be above or below the stated amounts. 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 

#LI-MW1

 

Apply for this job

*

indicates a required field

Resume/CV

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Select...
Select...
Select...
Select...
Select...
How did you initially hear about this job? *

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Zinnia’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.