Associate II- Post Issue
WHO WE ARE:
Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders.
WHO YOU ARE:
The Associate II – Annuity Processing (Post-Issue) is responsible for managing post issue annuity transactions with a high degree of accuracy, efficiency, and regulatory compliance. This role supports the ongoing servicing of annuity contracts after policy issuance and requires working knowledge of annuity products, strong attention to detail, and the ability to independently handle moderately complex transactions.
WHAT YOU’LL DO:
• Process post-issue annuity transactions including policy changes, withdrawals, transfers, beneficiary updates, address changes, and ownership updates
• Review and validate post-issue requests and supporting documentation for
