Specialist (Quality)- Life Insurance and Annuities

As a Life and Annuity Backend Quality Associate at Zinnia, you will play a crucial role in supporting our operations team by ensuring the accuracy, compliance, and timely processing of life insurance and annuity transactions. Your responsibilities will include reviewing applications, policy servicing, and related transactions with meticulous attention to detail. You will verify policy documents, applications, and supporting materials to ensure completeness and accuracy. Additionally, you will review policy adjustments, endorsements, renewals, and withdrawals in accordance with company guidelines. Collaboration with internal teams such as New Business, Post Issue, and Claims will be essential to resolve any discrepancies or issues that may arise during the review process. Your role will also involve ensuring compliance with regulatory requirements and company policies, analyzing data for reporting purposes, and supporting audits as needed. You will have the opportunity to contribute to process improvement initiatives aimed at enhancing operational efficiency. To excel in this position, you should possess a Bachelor's degree in business, finance, insurance, or a related field, along with at least 3 years of proven experience in backend operations, preferably in life insurance or annuity processing. A strong understanding of life insurance products, annuities, and related financial concepts is essential. Proficiency in MS Office applications, particularly Excel and Word, as well as familiarity with insurance processing systems, will be beneficial. Attention to detail, excellent data entry and verification skills, strong analytical and problem-solving abilities, and effective written and verbal communication skills are qualities that will help you succeed in this role. You should be able to work independently, manage multiple tasks efficiently, and thrive in a fast-paced, high-volume work environment. Experience with insurance policy administration systems and knowledge of regulatory requirements in insurance operations, such as Reg 60, will be advantageous. In return for your contributions, Zinnia offers a dynamic work environment where you can make a meaningful impact and opportunities for professional growth and development. Join our team and be part of a company that is dedicated to simplifying the experience of buying, selling, and administering insurance products, ultimately helping more people protect their financial futures.,