WHO YOU ARE:
The ideal candidate will have strong hands-on experience with Windows Server administration, identity and access management, virtualization technologies, and system performance optimization. This role requires a well-rounded engineer who can ensure system reliability, security, and scalability across on-premises and cloud environments.

WHAT YOU'LL DO:

• Install, configure, and maintain Windows Server environments (2012/2016/2019/2022).
• Manage and support Active Directory, DNS, and related services (ADDS/ADDNS).
• Administer and maintain Microsoft Entra ID (Azure AD), including identity and access management.
• Monitor system performance and troubleshoot issues across servers and infrastructure.
• Manage and support virtualization platforms (VMware and/or Hyper-V).
• Perform system patching, upgrades, and security hardening activities.
• Ensure backup, disaster recovery, and business continuity processes are implemented and maintained.
• Collaborate with cross-functional teams to support infrastructure improvements and initiatives.
• Maintain accurate documentation for system configurations, processes, and procedures.

WHAT YOU'LL NEED:

• Experience with AWS cloud services or hybrid cloud environments.
• Knowledge of Microsoft 365 (O365) administration and services.
• Experience with automation tools and scripting (PowerShell or similar).
• Familiarity with modern infrastructure monitoring and performance tuning tools.
• Basic understanding of AI/ML concepts or exposure to related tools.
• 3+ years of experience in Windows Server administration, infrastructure engineering, or a related field.
• Strong hands-on experience with Windows Server (2012/2016/2019/2022).
• Proven experience with Microsoft Entra ID (Azure AD).
• Expertise in Active Directory and DNS (ADDS/ADDNS).
• Experience with virtualization technologies (VMware and/or Hyper-V).
• Solid understanding of system administration, troubleshooting, and performance optimization.
• Bachelor’s degree in Information Technology, Computer Science, or equivalent experience preferred.
• Relevant Microsoft or virtualization certifications (e.g., Azure Administrator, Windows Server, VMware) are a plus.

Additional Information:
This position may require occasional after-hours support for maintenance, upgrades, or critical incidents. A background check may be required depending on the nature of data access.

#LI-TN1

WHAT’S IN IT FOR YOU?

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.

#LI-SC1

WHO YOU ARE:

Life Insurance Sales at Policygenius...  Tired of cold calling and building a book of business before applying your insurance subject matter expertise? Our Life Insurance Sales Associate role is on the front lines of the Policygenius customer experience: managing all inbound leads via phone for prospective life insurance customers, and ensuring they get the coverage they need (and feel good about the process)! Our sales team thrives on collaboration, creative competitions, and thoughtful communication with customers as we drive a positive, tech-enhanced experience in an industry typically known for being old-school and paper-based. With high earnings potential for our top performers and an incredibly collaborative environment, this team is perfect for someone who is competitive but eager to have a supportive team around them.

Individuals who reside in Alaska, California, Colorado, Montana, New York, Nevada, and Rhode Island are not eligible for this remote role.

WHAT YOU’LL DO:

• Serve as the first point of contact for prospective customers via the phone
• Demystify the industry jargon and make life insurance easy to understand
• Use a consultative sales approach to guide customers through the application process and fulfill their needs via a full suite of term and permanent life insurance product offerings
• Work closely with sales teammates to solve complex client problems
• Continuously improve your performance in a metrics-driven environment, directly impacting your earnings
• Have access to consistent 1:1 coaching, ongoing learning and development opportunities, and mentorship
• Ensure prospective customers receive unparalleled service

WHAT YOU’LL NEED:

• You have prior experience successfully selling a variety of life insurance products, including both term and permanent life insurance. This is essential to your success in this role.
• You have an active life insurance license
• You are self-motivated, ambitious, and excited to continue to grow in your career in a fast paced sales environment
• You’re eager to find yourself among a diverse group of competitive peers, always learning from each other
• You have a will to succeed in a target-driven environment, with substantial incentives based on various KPIs
• You work well with others, solving problems on the fly using Slack, Zoom, Five9 and other communication methods
• Your family and friends would describe you as a natural conversationalist - you keep the conversation flowing and are a pleasure for our clients to speak to!
• You welcome any and all feedback - you’re looking to improve your skills, and recognize the value of hands-on managers who care deeply about your growth
• You are open to working occasional weekends and evenings obviously from the comfort of your own home!

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 $45,000-$50,000. 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, 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.

Notice for California residents: Information about how we collect and use your personal information can be found here

WHO YOU ARE:

You are a proactive and dependable professional who thrives in a collaborative, fast-paced environment and can effectively manage responsibilities and communications when needed. Detail-oriented and analytical, you are comfortable working with strict timelines while continuously building your expertise in the annuity domain, products, and operational processes

WHAT YOU’LL DO

• Effectively Handle Internal and External Communication in the absence of the supervisor.
• Aid in processing critical transactions on a need basis.
• Help the supervisor in developing Team Strengths
• Help the supervisor in analyzing the process reports, and attending to client calls/ onshore counterparts
• Coach Team Members (new and existing basis requirements)
• Should be able to get the work done by showing teamwork attribute
• Ability to transfer knowledge to other team members
• Provide assistance in exceeding service standards
• Developing and maintaining a solid working knowledge of the Annuity domain, and of all products & processes
• Ability to work with strict timelines, and should be fine with non-rotating US shift timings.

WHAT YOU’LL NEED

• Graduation in any stream, Commerce Graduate preferred.
• 5+ years of overall work experience in Insurance.
• 3+ years of working experience in Audit role in Insurance.
• Ability to spot fraudulent claims, handle exceptional situations, identify the red flags, and able to cross-check the performed calculations based on nominees’ shareholding patterns.
• Ability to do multi-tasks at one time. Should be able to understand multi-transactions of multi-clients.
• Experience in a professional/office-related environment that required to work regularly scheduled shifts.
• Experience using a computer with Windows PC applications that required to use a keyboard, navigating screens, and learning new software tools.
• Excellent English Business communication and Analytical skills.
• Ability to solve basic mathematical problems.
• Must have Email/ Letter writing skills.
• Good understanding of MS Excel and MS-Outlook.

WHAT’S IN IT FOR YOU?
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.

WHO YOU ARE:
The Client Operations & Support Manager serves as the operational liaison between Zinnia’s clients and internal functional teams. This role is responsible for managing client inquiries, operational escalations, and service requests, ensuring timely resolution and a high-quality client experience.
The role works cross-functionally with Operations, Technology, Finance, Licensing, and Shared Services teams to coordinate issue resolution, provide operational insights, and support client service delivery. This position plays a critical role in maintaining service excellence and supporting client relationships from an operations perspective.

WHAT YOU’LL DO:
Client Support & Escalation Management
• Serve as the operational point of contact for client support requests outside standard processes.
• Manage escalations from intake through resolution, ensuring timely follow-up and closure.
• Monitor shared client mailboxes and ensure inquiries are routed and resolved appropriately.
• Handle cases requiring special handling and ensure compliance with operational guidelines.
Cross-Functional Coordination
• Collaborate with internal teams including Operations, Technology, Finance, Licensing, and Shared Services to resolve client requests.
• Engage subject matter experts and functional leads to address complex inquiries.
• Ensure workflow items submitted through operational channels are resolved accurately and efficiently.
Operational Governance & Reporting
• Provide clients with operational metrics including volume trends, processing status, and performance insights.
• Support scorecard inquiries and operational reporting requests.
• Assist in resolving administrative invoice queries and access-related issues.
Client Communication & Relationship Support
Facilitate clear and professional communication with clients regarding request status and resolutions.
• Support recurring operational meetings by preparing data, insights, and action updates.
• Assist in preparation of operational presentations and business review materials.
• Actively participate in client monthly/quarterly reviews, representing ZInnia’s performance, operational metrics and service delivery outcomes
• Ensure commitments and service priorities are tracked and fulfilled.
Process Improvement & Service Excellence
• Identify recurring issues and recommend process improvements.
• Support operational best practices to improve efficiency and client satisfaction.
• Maintain documentation of procedures, resolutions, and operational guidelines.

WHAT YOU’LL NEED:
• Bachelor’s degree (minimum)
• 10+ years of total work experience out of which 6+ years in business operations, client support, financial services, or insurance operations.
• Proven ability to manage client requests and escalations in a fast-paced environment.
• Strong facilitation, problem-solving, and coordination skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities with accuracy and efficiency.
• Strong stakeholder management and collaboration skills.
Preferred Qualifications
• Experience in life insurance, annuity administration, or financial services operations.
• Exposure to client service delivery or global delivery models.
• Knowledge of process improvement methodologies (Lean, Six Sigma).
• Experience with operational reporting and data analysis.
• Advanced proficiency in Microsoft Office tools.
Key Competencies
• Client focus and service excellence
• Operational accountability
• Cross-functional collaboration
• Analytical thinking and problem-solving
• Professional communication and executive presence
• Continuous improvement mindset
Work Model & Collaboration
• Will work closely with US-based client relationship leaders and operational teams.
• Requires complete overlapping work hours with US time zones as needed.
• Participation in client calls and leading regular operational reviews.

WHAT’S IN IT FOR YOU?
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.

WHO YOU ARE:

The Consultant is responsible for supporting the implementation, modifications and deployment of e-business order entry solutions in the Life and Annuity insurance domain. This role works on Zinnia Exchange products—AnnuityNet, LifeSpeed - and iPipeline’s AFFIRM—for US-based clients. Zinnia’s client base includes over 65 major insurance carriers, as well as distributors such as broker-dealers, captive agents, and banks. Engagements range from small production enhancements to large-scale, complex digital transformations.

WHAT YOU’LL DO:

You will be responsible for developing, coding, and maintaining software modules/systems and required to modify existing software products or develop entirely new modules as per technical specifications in response to business requirements. The Consultant will support one or both of the following project types. Experience in both is a plus.

       1) Annuity & Life Product Modeling

• Gather and analyze business requirements.
• Develop and maintain supporting documentation.
• Translate business requirements into product build specifications.
• Model and maintain carrier products in accordance with IRI/ACORD standards, including:
• PPfA / PPfL
• DPfA / DPfL
• VTXml or manual XML modeling
• Configure products, features, distribution agreements, commissions, funds, ownerships, and complex product rules.
• Test product functionality on order entry platforms.
• Support deployments to test and production environments.
• Analyze and resolve production issues.
• Provide ongoing support to carriers, distributors, and internal teams on product modeling questions and

       2) Forms & Carrier Questions Enablement

• Gather and analyze requirements related to forms and carrier questions.
• Develop and maintain supporting documentation.
• Perform form gap analysis and identify required carrier question builds.
• Create, configure, and activate custom carrier or distributor questions.
• Maintain carrier and distributor forms, including tagging and generation rules.
• Support implementation of e-Signature functionality.
• Edit or create Forms XML using XMLSpy for forms libraries and generation rules.
• Tag forms using Adobe Acrobat, Named Items, or iPipeline AFFIRM XPath.
• Create and maintain Common Maps for AFFIRM using XML macro language.
• Test forms and carrier questions across order entry platforms.
• Support deployments to test and production environments.
• Troubleshoot and resolve production issues.
• Provide support to carriers, distributors, and internal teams on forms and carrier question issues

WHAT YOU’LL NEED:

• Excellent verbal and written communication skills; ability to work effectively with clients, colleagues, and subject matter experts.
• Strong analytical, problem-solving, and consulting skills, with the ability to understand the “why” behind client needs
• Self-starter with a strong sense of ownership and commitment to delivery timelines
• Ability to translate business needs into application and operational requirements
• Strong Business Analyst capabilities, including:
• Requirements gathering
• Documentation
• Needs analysis
• Test creation and execution
• Familiarity with life insurance or annuity operations, including origination, distribution, and/or in-force policy administration.

BONUS POINTS:

• Experience with annuity order entry platforms (e.g., Zinnia AnnuityNet, iPipeline AFFIRM) or life insurance eApp platforms (e.g., Zinnia LifeSpeed).
• Knowledge of ACORD standards, XML forms management, VTXml, and XML product modeling.
• Hands-on experience with:
• PPfA, PPfL, DPfA, DPfL
• XMLSpy, XPath, XML macro language
• Adobe Acrobat PDF form tagging and editing

WHAT’S IN IT FOR YOU?

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

WHO YOU ARE:

You are a Techno-functional Product Manager with 5+ years of Product Management experience who thrives at the intersection of technology and business. You will be responsible for driving product initiatives, managing integrations, and collaborating closely with cross-functional teams to deliver scalable and impactful solutions.

WHAT YOU’LL DO:

• Contribute into the execution of all product lifecycle processes for products, including product research, market research, competitive analysis, planning, positioning, roadmap development, requirements development, and product launch
• Analyse consumer needs, current market trends, and potential partnerships from an ROI and build vs. buy perspective
• Gain a deep understanding of existing systems, customer experience, identify and fill product gaps and generate new ideas that grow market share, improve customer experience and drive growth
• Works with a cross-functional team to ensure fulfilment of product requirements, evaluates product performance and transition products from development to commercialization.
• Assists in determining product delivery and deployment dates for new product releases, feature and maintenance releases and regular corrective service or service pack releases.
• Assist in Developing and executing proposed business and technical solutions. Work with engineering teams to design and manage API integrations across platforms.
• Assist in the research and investigation of escalated production issues and engage teams for resolution
• Document business impact, research and resolution steps and long-term preventative measures via incident reports

WHAT YOU’LL NEED:

• A Bachelor’s/Master’s Degree with 5+ years’ work experience in Product Management or Business Analysis
• Good technical understanding of Product Development Lifecycle along with API integrations, SQL etc.
• Good understanding of technology system interfaces and data integration, networks, Client/Server and operating systems
• Knowledge of Business Process Modelling using decision tables/trees and data flows, etc.
• Strong customer service skills with excellent relationship management skills with the ability to interact positively and successfully across all levels of associates and managers to meet business needs
• Strong written, oral, and interpersonal communication skills
• Willingness to develop industry-related knowledge
• Analytical, organized with excellent written and verbal communication skills
• Must be a self-starter, flexible and motivated
• Great to have experience in BFSI Industry across Annuity, mutual funds, financial services, or life insurance

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, PF, 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.

_#LI-RS1

WHO YOU ARE:

You are an experienced, client-focused consultant with a deep understanding of the life, annuity, and financial services industry. You thrive on solving complex business challenges and can confidently navigate the intersection of operations, technology, and business strategy. You have a proven ability to lead discovery and solution definition sessions, act as the voice of the customer, and ensure that client solutions align with both business objectives and enterprise delivery standards.

You excel in translating between business and technical audiences, building trusted relationships, and driving solutions that deliver tangible results. 

WHAT YOU’LL DO:

• Lead initial project scoping and analysis activities, including pricing exercises and impact assessments.
• Facilitate detailed Solution Definition meetings, ensuring all relevant stakeholders and materials are included to achieve a cohesive solution.
• Conduct solution planning sessions to align cross-functional teams and ensure clarity in delivery objectives.
• Leverage your knowledge of client implementations, operations, and Zinnia’s business offerings to ensure solutions are practical, aligned, and scalable.
• Act as the voice of the customer—translating business objectives into actionable Zinnia solutions that adhere to our IT and architectural frameworks.
• Identify opportunities for process improvement, innovation, and efficiency within client engagements.
• Support the estimation and proposal process by clarifying scope, dependencies, and risks.
• Partner with cross-functional teams (Operations, Technology, Finance, Compliance, Tax) to ensure comprehensive solution design.
• Assist with internal and external training initiatives to build organizational knowledge and support the ongoing evolution of delivery best practices.
• Serve as a trusted advisor, ensuring every client solution supports both strategic goals and operational realities. 

WHAT YOU’LL NEED

• Bachelor’s degree in Computer Information Systems, Business Administration, or a related field, or equivalent work experience.
• 7–10 years of experience in the life, annuity, or financial services industry, with significant exposure to both business and technology functions.
• Proven expertise in business analysis, systems analysis, or solution design within enterprise technology environments.
• Deep understanding of the interdependencies between Operations, Technology, and corporate functions such as Finance, Compliance, and Tax.
• Strong grasp of methodologies supporting the planning and requirements phases of the SDLC.
• Knowledge of agile practices and familiarity with collaboration tools such as JIRA and Airtable.
• Excellent communication, facilitation, and relationship management skills.
• Strong analytical and problem-solving skills, with the ability to think both strategically and tactically.
• Experience leading client-facing solution sessions and presenting to executive-level stakeholders.
• High proficiency in Microsoft Office Suite and Google Workspace; familiarity with project management tools preferred.
• Ability to work both independently and collaboratively in a fast-paced, matrixed environment.
• Occasional travel for client meetings or workshops. 

BONUS POINTS

• Experience working with Zinnia’s product suite (SmartOffice, AnnuityNet, LifeSpeed, etc.) or similar enterprise insurance technology platforms.
• Demonstrated success managing or mentoring less experienced consultants.
• Advanced knowledge of process mapping, solution estimation, or proposal development.
• Recognized strengths in strategic thinking, customer focus, and influencing outcomes without authority.

WHAT’S IN IT FOR YOU?  

Zinnia offers excellent career progression and competitive compensation. We offer great benefits, including health/dental insurance, parental leave, 401(k), incentive/bonus opportunity, tuition reimbursement, and so much more. 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.

WHO YOU ARE

You are a passionate Python and AI/ML Engineer minimum 4 years of hands-on experience building intelligent systems. You thrive in fast-paced environments, love solving complex problems with data and algorithms, and take pride in delivering AI solutions that create real business impact. You have experience with cutting-edge Generative AI, scalable ML pipelines, and production-grade systems and you're energized by working at the frontier of what AI can do.

WHAT YOU'LL DO

1. Design, develop, and deploy machine learning models and Generative AI solutions — including classification, clustering, summarization, search & ranking, and information extraction.
2. Own end-to-end ML pipelines — from data ingestion and preprocessing through model training, deployment, and production monitoring.
3. Collaborate with cross-functional teams to translate business requirements into AI-driven features — applying NLP, outlier detection, and deep learning techniques where applicable.
4. Build robust, scalable, and well-documented Python-based RESTful APIs to expose ML models and AI services in production environments.
5. Optimize database interactions and ensure efficient data storage and retrieval for AI applications across SQL and NoSQL systems.
6. Stay current with the latest advances in AI/ML — integrating emerging approaches such as RAG pipelines, LLM fine-tuning, and vector search into live products.

WHAT YOU'LL NEED 

Python
Strong hands-on proficiency for building, scripting, and deploying AI/ML systems.
NumPy · Pandas · FastAPI · Scikit-learn
Machine Learning
Applied expertise across supervised, unsupervised, and deep learning — classification, clustering, outlier detection.
PyTorch · TensorFlow · XGBoost · DBSCAN

Generative AI (2+ yrs)
Hands-on experience building with LLMs — prompt engineering, RAG pipelines, summarization, and AI-powered features.
LLMs · RAG · Prompt Eng. · Fine-tuning

NLP & Search / Ranking
Processes language and builds relevance engines — NER, embeddings, semantic search, and ranking models.
spaCy · BERT · FAISS · Elasticsearch

API Development
Designs and ships secure, well-documented RESTful APIs exposing ML models as production-ready services.
REST · FastAPI · OAuth2 · Swagger

Databases
Proficient in SQL and NoSQL stores for structured and unstructured data pipelines supporting AI workloads.
PostgreSQL · MongoDB · Vector DBs

GOOD TO HAVE

Cloud Platforms
Deploys and scales AI workloads on AWS, Azure, or GCP.
AWS · Azure

TypeScript / JavaScript
Frontend or full-stack exposure for building ML-powered product interfaces.
TypeScript · React · Node.js

MLOps
Manages the ML lifecycle — tracking, versioning, and pipeline automation.
MLflow · Kubeflow · CI/CD

Containerization & Orchestration
Packages and scales AI services using containers and cluster management.
Docker · Kubernetes

WHAT YOU’LL DO:

• Process complex claims for Annuity policies.
• Researching and processing requests while working on multiple screens and applications.
• Resolving moderately routine questions following pre-established guidelines.
• Performing routine research on customer inquiries.
• Ensuring customer satisfaction and strive to meet & exceed service standards.
• Developing and maintaining a solid working knowledge of the insurance industry and of all products, services and processes performed by the team.
• Ability to work with strict timelines.
• Should be fine with non-rotating US shift timings.

WHAT YOU’LL NEED:

• Graduation in any stream, Commerce Graduate preferred.
• 1+ year of working experience (Life insurance domain (Death claims)) that required a focus on quality including attention to details, accuracy, and accountability for your work product.
• Experience in a professional/office related environment that required you to work regularly scheduled shifts.
• Experience using a computer with Windows PC applications that required you to use a keyboard, navigate screens, and learn new software tools.
• Must be able to type 30+ WPM with 98% accuracy.
• Effective English business communication skills required to exchange information with client.
• Ability to solve basic mathematical problems.
• Must have basic Email/ Letter writing skills.
• Good understanding of MS Excel and MS-Outlook.
• Life Insurance domain knowledge is must (preferably Annuities).

 WHAT’S IN IT FOR YOU?

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.

WHO YOU ARE:
At Zinnia, we deliver persona-driven experiences across a complex ecosystem of carriers, distributors, agents, policyholders, and operational teams. As a UX Researcher, you are a hands-on practitioner who thrives in complexity and brings clarity through insight.
Reporting to the Lead UX Researcher, you are embedded within product teams and work across the full product lifecycle—from early discovery through post-launch evaluation. You help teams understand user needs, validate solutions, and measure the success of what we build.

You are:

• A mixed-methods practitioner who is comfortable using both qualitative and quantitative approaches.
• A data-informed thinker who can analyze trends, interpret metrics, and connect insights to outcomes.
• A clear communicator who translates research findings into actionable recommendations.
• Comfortable taking initiative and owning research for the teams you support.
• A collaborative teammate who contributes to a growing research practice and supports shared learning.

WHAT YOU'LL DO:

• Support End-to-End Research Across the Product Lifecycle
• Partner with cross-functional teams to plan and execute research from discovery through post-launch.
• Advocate for user-centered thinking.
• Conduct foundational research to uncover user needs, behaviors, and pain points.
• Design and run evaluative research to test concepts, prototypes, and live features.
• Help define success metrics for features and experiences in partnership with Product and Data teams.
• Measure post-launch success through user feedback, behavioral data, and performance metrics.
• Identify opportunities for iteration and continuous improvement.
• Contribute to Research Operations and Team Growth
• Document and share research findings to make insights accessible and reusable.
• Contribute to research repositories, templates, and best practices.
• Support a culture of curiosity, learning, and continuous improvement.

WHAT YOU’LL NEED:

• A Bachelor's or Master's Degree with 5+ years of relevant experience in UX Research or a related field (e.g., UX Design, Product Management, Data & Analytics).
• Examples of your UX research work demonstrating your approach and thinking.
• Experience conducting end-to-end UX research across generative and evaluative phases.
• Strong foundation in qualitative research methods, with exposure to quantitative approaches and analytics.
• Ability to interpret data and metrics to inform product decisions.
• Experience working with cross-functional product teams in a SaaS or digital product environment.
• Strong communication and storytelling skills, with the ability to present insights clearly and effectively.
• Comfort working in complex or regulated environments (e.g., financial services, insurance) preferred.

WHAT’S IN IT FOR YOU?

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, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability.

^#LI-RS1

WHAT YOU’LL DO:
• Process post-issue service requests including address changes, beneficiary updates,
ownership and payor changes, and banking information updates.
• Handle routine maintenance tasks such as corrections to policy data, transaction
reversals, and reinstatements.
• Maintain and update policy records in the administration systems according to standard
• operating procedures.
• Collaborate with TPAs, internal teams, and custodians to resolve discrepancies and
ensure service quality.
• Research and resolve escalated issues or incomplete transactions related to policy
servicing.
• Ensure service levels and turnaround times are met according to SLA requirements.
• Support audits and regulatory compliance activities by providing accurate documentation
and timely responses.
• Maintain a strong understanding of policy administration systems, transaction codes, and
process workflows.
• Participate in process improvement initiatives and provide feedback for automation
opportunities

WHAT YOU’LL NEED:
• Graduation in any stream, Commerce Graduate preferred.
• 1+ year of working experience (Life insurance domain) that required a focus on quality
including attention to details, accuracy, and accountability for your work product.
• Experience in a professional/office related environment that required you to work
regularly scheduled shifts.
• Experience using a computer with Windows PC applications that required you to use a
keyboard, navigate screens, and learn new software tools.
• Effective English business communication skills required to exchange information with
client.
• Ability to solve basic mathematical problems.
• Must have basic Email/ Letter writing skills.
• Good understanding of MS Excel and MS-Outlook.
• Life Insurance domain knowledge is must (preferably Annuities).

WHAT’S IN IT FOR YOU?
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.

WHO YOU ARE:

As an Agile Project Manager at Zinnia Digital, you will be responsible for overseeing the successful completion of projects or programs within our technology organization. Partnering with the product team as well as cross-functional software engineering teams to ensure value delivery for stakeholders. Facilitating timeline and dependency management as well as budget understanding. Additionally, facilitating project team success and adherence to best practices.

WHAT YOU’LL DO:

• Day-to-day partnership with product management team.
• Plan and oversee multiple technology projects, ensuring they are aligned with overall timeline.
• Support dependency management processes.
• Exhibit exceptional organizational skills.
• Facilitate and adhere to PMO governance.
• Lead and manage projects at an executive level.
• Develop project plans, including project scope, schedule, budget, and resource allocation.
• Manage project teams, including cross functional engineers, QA, and other technical staff.
• Communicate with various stakeholders, including management, project sponsors, and clients, to ensure that project goals, timelines, and dependencies are understood and met.
• Participate and/or facilitate various ceremonies such as backlog refinement and planning.
• Leverage Agile experience to increase team throughput, transparency, and collaboration.
• Identify and manage project risks, including developing contingency plans and managing stakeholder expectations.
• Monitor and help resolve issues as they arise.
• Maintain project documentation.
• Provide regular project status reports to stakeholders.
• Ensure that projects are completed on time, within budget, and to the satisfaction of stakeholders.
• Work effectively with teams across different departments and geographies, as well as with external partners and clients.
• Continuously improve project management processes and methodologies.

WHAT YOU’LL NEED:  

• Bachelor's or Master's degree in computer science, engineering, or relevant experience.
• 8+ years managing technology projects of increasing complexity.
• Strong understanding of project management methodologies and best practices including Waterfall, Agile, and SAFe.
• Excellent communication and leadership skills, with the ability to work effectively with both technical and non-technical stakeholders.
• Ability to manage multiple projects simultaneously, prioritize tasks, and work independently.
• Strong problem-solving skills, with the ability to identify and resolve issues in a timely manner.
• Experience working with agile methodologies, including Scrum as well as mentoring and upskilling teams in agile methodologies.
• Experience working with project management tools, such as Jira and Airtable.
• Experience working with technical teams, including software engineers and quality analysts.
• Knowledge of software development lifecycles and software development methodologies.
• Strong understanding of the Life Insurance and Annuity Industry - Preferred
• Scrum, SAFe, PMP or other project management certifications are a plus - Preferred

WHAT’S IN IT FOR YOU?

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.

#LI-UM1

WHO YOU ARE:

As a Contract Management Specialist, where you'll play a critical role in shaping how we manage and execute contracts across India and the US. If you're proactive, detail-oriented, and excited about working on cutting-edge SaaS and vendor contracts, this role offers a unique opportunity to grow with a fast-paced, tech-forward organization.

WHAT YOU’LL DO:

• Draft and manage a variety of contracts, including SaaS agreements, software licenses, marketing partnerships, vendor services, leases, NDAs, SOWs and operations-related agreements.
• Own the contract lifecycle from initiation to execution using Ironclad, including drafting, redlining, approvals, and tracking.
• Collaborate with cross-functional teams across India and the US—legal, business, IT, vendor management, workplace, and procurement—to align contracts with operational needs.
• Ensure accuracy and consistency in contract terms, manage renewals, and monitor compliance with key deliverables and deadlines.
• Maintain and improve contract templates, clause libraries, and automated workflows.
• Generate actionable reports and insights on contract performance and risks.

WHAT YOU'LL NEED:

• BA LLB or equivalent degree with 4+ years of contract management experience.
• Must have: Demonstrated familiarity with contracting standards applicable in both Indian and U.S. jurisdictions.
• Hands-on experience with Ironclad or similar CLM tools.
• Excellent drafting, negotiation, and analytical skills.
• Strong communication and stakeholder management abilities.

WHAT YOU'LL NEED:

• BA LLB or equivalent degree with 4+ years of contract management experience.
• Must have: Demonstrated familiarity with contracting standards applicable in both Indian and U.S. jurisdictions.
• Hands-on experience with Ironclad or similar CLM tools.
• Excellent drafting, negotiation, and analytical skills.
• Strong communication and stakeholder management abilities.

WHAT’S IN IT FOR YOU?

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

#LI-UM1

WHAT YOU’LL DO:

• Process complex claims for Annuity policies.
• Researching and processing requests while working on multiple screens and applications.
• Resolving moderately routine questions following pre-established guidelines.
• Performing routine research on customer inquiries.
• Ensuring customer satisfaction and strive to meet & exceed service standards.
• Developing and maintaining a solid working knowledge of the insurance industry and of all products, services and processes performed by the team.
• Ability to work with strict timelines.
• Should be fine with non-rotating US shift timings. 

WHAT YOU'LL NEED:

• Graduation in any stream, Commerce Graduate preferred.
• 1+ year of working experience (Life insurance domain (Death claims)) that required a focus on quality including attention to details, accuracy, and accountability for your work product.
• Experience in a professional/office related environment that required you to work regularly scheduled shifts.
• Experience using a computer with Windows PC applications that required you to use a keyboard, navigate screens, and learn new software tools.
• Must be able to type 30+ WPM with 98% accuracy.
• Effective English business communication skills required to exchange information with client.
• Ability to solve basic mathematical problems.
• Must have basic Email/ Letter writing skills.
• Good understanding of MS Excel and MS-Outlook.
• Life Insurance domain knowledge is must (preferably Annuities).

WHAT’S IN IT FOR YOU?

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.

#LI-UM1

WHO YOU ARE:

Senior Software engineer plays a key role in the design, development/configuration, unit testing, installation, and ongoing maintenance of Zinnia software platforms. Works with stakeholders to develop solutions and/or products that fulfill the needs of Zinnia’s internal stakeholders and clients. Those solutions and/or products help Zinnia and Zinnia clients to be more efficient and provide better service to end customers. Technical Architect interacts directly with project managers and business stakeholders and may periodically interact directly with Zinnia’s clients. Will facilitate, Architect, and enable junior team members by acting as a mentor for soft skills and/or technical subject matter experts.

WHAT YOU’LL DO:

• Work as part of a global, cross-functional team to develop innovative software for Zinnia’s stakeholders.
• Contribute to projects by creating well-designed, customized, testable, and efficient code for Life & Annuity Exchange
• Assist our teams in providing ongoing support, troubleshooting, improvements, or custom enhancements to existing Life & Annuity Exchange
• Flexibility to support the challenging development and delivery needs of Zinnia
• Collaborate with our global teams, internal stakeholders, and customers.
• Act as a mentor and technology expert for team members and conduct technical reviews.
• Architect, Design, develop and validate various requirements for the Zinnia platforms
• Ability to work in a fast-paced environment, recognize and react to changing business needs and effectively prioritize tasks
• Must be self-motivated and able to work independently and in conjunction with team members and business units. Enthusiasm and flexibility to work on a variety of projects

WHAT YOU’LL NEED:

• 10+ years of expertise across the full Microsoft .NET ecosystem — owning technical direction from architecture design through production, setting standards, mentoring engineers, and driving SDLC maturity within Agile/Scrum organizations; deep expertise in C#, ASP.NET Core, and enterprise design patterns
• Architecting, designing, developing, and delivering solutions using C#/.NET, ASP.NET Core, MVC, Web API, Visual Studio IDE, SSRS, SOAP, XML, GitHub; leads API design strategy at scale — defining standards for security (OAuth2, JWT), versioning, documentation (OpenAPI/Swagger), and performance across distributed microservices environments
• Understanding of advanced design patterns, API-first design, and SOLID principles
• Effective communication, interpersonal, and critical thinking skills.
• Effective troubleshooting skills.
• Ability to work as part of a cross-functional, global team.
• Fluent client communication, Issue management, deployment, and delivery support;
• Hands-on experience designing and deploying cloud solutions on AWS — working across compute, storage, and serverless services with a focus on scalability and cost efficiency; contributes to cloud best practices and supports team adoption
• Team coordination, analytical skill, self-learning, Communication, Technical documentation, system analysis
• Contributes to RESTful API design strategy at scale, helping define standards for security (OAuth2, JWT), versioning, documentation (OpenAPI/Swagger), and performance. Supports the design of integration layers between systems and promotes API governance across distributed teams and microservices environments
• Exposure to AI integration, including LLM APIs, prompt engineering, RAG pipelines, and AI-powered feature development, with a willingness to apply emerging AI capabilities to real-world product use cases

Good to have:

• Working experience on enterprise-level applications/products
• Working experience in React/Angular
• Insurance/financial services (Life and Annuity) industry knowledge
• Experience with Web-based software as a service (SaaS) application
• Knowledge of Redis Cache for in-memory data structure storage and caching
  
  

WHAT’S IN IT FOR YOU?

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

#LI-AS2

WHO YOU ARE:

Software Engineer plays a key role in the design, development/configuration, unit testing, installation, and ongoing maintenance of Zinnia software platforms. Works with stakeholders to develop solutions and/or products that fulfill the needs of Zinnia’s internal stakeholders and clients. Those solutions and/or products help Zinnia and Zinnia clients to be more efficient and provide better service to end customers. Software Engineer interacts directly with project managers and business stakeholders and may periodically interact directly with Zinnia’s clients. Will facilitate, Architect, and enable junior team members by acting as a mentor for soft skills and/or technical subject matter experts.

WHAT YOU’LL DO:

• Work as part of a global, cross-functional team to develop innovative software for Zinnia’s stakeholders.
• Contribute to projects by creating well-designed, customized, testable, and efficient code for Life & Annuity Exchange
• Assist our teams in providing ongoing support, troubleshooting, improvements, or custom enhancements to existing Life & Annuity Exchange
• Flexibility to support the challenging development and delivery needs of Zinnia
• Collaborate with our global teams, internal stakeholders, and customers.
• Ability to work in a fast-paced environment, recognize and react to changing business needs and effectively prioritize tasks
• Must be self-motivated and able to work independently and in conjunction with team members and business units. Enthusiasm and flexibility to work on a variety of projects

WHAT YOU’LL NEED:

• Microsoft .NET (5–7 Years) Deep, well-rounded expertise across the complete software development lifecycle using .NET technologies. Consistently delivers end-to-end solutions — from requirements gathering through production deployment — within Agile/Scrum teams. Core stack: C#, ASP.NET Core, MVC, and Web API, utilizing Visual Studio IDE, SSRS, SOAP, XML, and GitHub. Strong understanding of advanced design patterns, API-first design, and SOLID principles.
• AWS (Cloud) Hands-on experience deploying and managing cloud infrastructure on AWS — covering compute, storage, serverless, and observability. Able to work independently across the cloud stack, moving beyond basic service consumption to support real engineering needs.
• RESTful API Skilled in designing, building, and consuming secure RESTful APIs with a strong command of industry standards. Well-versed in OAuth2 authentication, OpenAPI/Swagger documentation, and API testing workflows using Postman.
• AI Integration Practical, hands-on experience embedding AI capabilities into production software — including LLM API integration, prompt engineering, and developing AI-adjacent features. Actively deepening this expertise as a core part of a modern engineering toolkit.
• Collaboration & Communication Effective communicator with strong interpersonal and critical thinking skills. Experienced working within cross-functional, global teams — handling client communication, issue management, deployment support, and technical documentation with confidence.

Good to have:

• Working experience on enterprise-level applications/products
• Working experience in React/Angular, REACT, KONG, JIRA
• Experience with Web-based software as a service (SaaS) application
• Knowledge of Redis Cache for in-memory data structure storage and caching

WHAT’S IN IT FOR YOU?

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.

WHO YOU ARE:
We are seeking a strategic, business-savvy Business Solution Architect to drive the successful alignment of business goals with our product offerings. This role is critical in designing forward-thinking, scalable solutions that help our customers achieve meaningful outcomes through our platform. You’ll work cross-functionally with product, engineering, sales, customer success and client teams to shape transformative solutions, serving as both a thought leader and execution partner.

WHAT YOU’LL DO:

• Architect end-to-end solutions by integrating our product capabilities with customer business processes, data flows, and third-party systems.
• Serve as the strategic advisor during customer engagements, guiding clients on best-fit solution designs, product configurations, and implementation approaches.
• Translate abstract business requirements into functional product-driven designs and technical blueprints.
• Partner with Product Managers to influence roadmap priorities based on customer needs and market demand.
• Collaborate with Client functions and internal teams to create compelling solution narratives, demo strategies, including product launch initiatives.
• Interface with Engineering to ensure technical feasibility and product fit for complex solution designs.
• Lead workshops, discovery sessions, and technical deep dives with clients and internal stakeholders.
• Analyze and model customer business processes, identifying areas of improvement and how our product suite can deliver measurable value.
• Act as the voice of the customer internally, bringing insights that shape product evolution.
• Establish and promote architectural standards, reusable patterns, and design best practices across engagements.
• Maintain documentation such as solution design artifacts, integration specifications, and implementation roadmaps.
• Stay abreast of emerging technologies, industry trends, and competitor landscapes to inform product and solution strategy.
• Identify opportunities for new product capabilities based on gaps in current customer implementations.

WHAT YOU’LL NEED:

• 10+ years of experience in a Solution Architecture, Business Architecture, or Product Strategy role within a SaaS or technology environment.
• Bachelor’s degree in Business Administration, or a closely related field, MBA preferred.
• Knowledge and experience in the Financial Services SAAS ecosystem and partners
• Strong experience with enterprise systems integration, process modeling, and solution design.
• Demonstrated ability to translate business needs into technical specifications and scalable product configurations.
• Excellent interpersonal skills, with the ability to work effectively across diverse teams and senior stakeholders.
• Proven success leading client-facing workshops, discovery engagements, and collaborative solutioning efforts.
• Familiarity with agile methodologies, API architectures, cloud platforms, and modern software design principles is preferred.
• Strong written and verbal communication skills, including the ability to produce compelling documentation and presentations.

WHAT’S IN IT FOR YOU?  

Zinnia offers excellent career progression and competitive compensation. We offer great benefits, including health/dental insurance, parental leave, 401(k), incentive/bonus opportunity, tuition reimbursement, and so much more. The expected salary range for this position is $160,000 - $180,000, 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.

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#LI-MW1

WHO YOU ARE:
We’re looking for a Senior Business Analyst with 5+ years of experience who thrives on solving problems,eliminating ineƯiciencies, and improving processes through automation. You’re detail-oriented, analytical,and equally comfortable rolling up your sleeves to troubleshoot issues or stepping back to guide and mentor others. In this role, you’ll partner closely with Product and Operations to automate transaction workflows, uncover bugs, support root cause analysis, and may also lead a small team of Business Analysts to drive continuous improvement.

WHAT YOU’LL DO:
• Partner with Product & Operations to identify manual, repetitive transaction processes that can beautomated
• Document business requirements and functional specifications for automation of transaction flows
• Analyze and investigate system/data issues, supporting bug identification and resolution tracking
• Collaborate with Engineering to ensure business needs are accurately translated into automated solutions
• Support UAT and validate outcomes for automation fixes or improvements
• Create documentation, workflows, and SOPs for automated processes
• Use data to measure automation success, identify gaps, and recommend improvements
• Write and run basic SQL queries to support analysis, validation, and troubleshooting
• Mentor and guide junior Business Analysts; may manage a small BA team

WHAT YOU’LL NEED:
• Bachelor’s/Master’s degree with 6+ years of experience as a Business Analyst (Insurance, BFSI, or SaaS domain experience preferred)
• Prior exposure to business process automation, workflow tools, or transaction automation initiatives
• Excellent analytical and investigative skills; ability to dig into issues and identify patterns
• Strong experience in bug tracking, triaging, and cross-functional collaboration with QA/Engineering teams
• Familiarity with tools such as JIRA, Confluence, Excel/Sheets, and process mapping platforms
• Clear communication skills for working across business and technical teams
• Basic SQL skills for data extraction, validation, and analysis
• Leadership skills with the ability to mentor, coach, and manage junior team members.

WHAT’S IN IT FOR YOU?

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.

Who You Are:

We’re building a next-generation Product Operations function to help our growing organization scale efficiently — and we’re looking for an ambitious, detail-oriented Associate Product Operations Manager to be part of this journey.

As an early member of the Product Ops team, you will play a critical role in designing scalable workflows, embedding AI-driven efficiencies, and enabling high-velocity product development. You’ll work at the intersection of Product, Engineering, and AI, helping teams operate smarter through automation, structured processes, and intelligent tooling.

This is a hands-on role ideal for someone who understands how modern product organizations leverage AI, automation, and data to drive impact.

What You Will Do:

Process Design, AI Integration & Workflow Automation

• Partner with Product, Engineering, and AI teams to design, document, and optimize product development workflows.
• Identify repetitive/manual processes and implement workflow automation using AI and collaboration tools and integrations.
• Contribute to building AI-powered operational use cases (e.g., automated reporting, requirement summarization, sprint insights, ticket classification).
• Support implementation of frameworks across:
  • Roadmap planning
  • Sprint Cycles
  • Release Management
  • Product Reviews
• Continuously improve processes to enhance speed, quality, and scalability.

Product Lifecycle & Agile Operations

• Support and optimize the end-to-end product lifecycle in an Agile environment.
• Work closely with Product Managers to improve planning, prioritization, and execution hygiene.

Data

• Collect and organize product metrics and performance data Build dashboards and reporting systems to track:
  • Product Performance
  • Project Status
  • Operational KPIs
• Assist in tracking and communicating progress toward key product and business goal

Cross-Functional Collaboration

• Act as a connector between Product, Engineering, AI/ML, and GTM teams.
• Collaborate on AI solutioning and tooling initiatives to improve product operations.
• Facilitate alignment, maintain documentation, and ensure accountability across teams.

Tools Setup, Governance & Optimization

• Help manage and optimize core product management and collaboration tools (e.g., Jira, Airtable, Confluence) and AI productivity tools (e.g., LLM-based assistants, automation platforms)
• Ensure data integrity, process compliance, and scalable tool usage.
• Research, evaluate and implement new tools to improve efficiency and automation maturity.
• Support the rollout of new tools, systems, and processes across the organization.

What You will Need:

Required Qualifications:

• Bachelor’s/Master’s degree in Business, Engineering, Information Systems, or related field.
• 3–4 years of experience in Product Operations, Business Operations, or Process Improvement roles.
• Strong understanding of:
  • Product lifecycle in Agile environments
  • Workflow automation concepts and tools
• Hands-on or working knowledge of:
  • AI tools (e.g., ChatGPT, Claude, automation tools, AI copilots
  • AI use cases in product or business workflows
• Experience collaborating with Product, Engineering, and/or AI teams.
• Hands on with tools like Jira, Airtable, Confluence.
• Strong analytical, problem-solving, and documentation skills.
• Excellent written and verbal communication.
• A proactive mindset — eager to take ownership and learn in a fast-paced, evolving environment.
• Experience working in or with technology-driven organizations.

Preferred Qualifications (Good to have):

• Hands-on experience building automation workflows (Zapier, Make, APIs, scripts, etc.).
• Experience in AI implementation within business or product workflows.
• Exposure to product analytics tools (e.g., Pendo, Mixpanel, Amplitude).
• Understanding of data structures, APIs, or system integrations.

Soft Skills:

• Highly collaborative and comfortable working across multiple teams and functions.
• Curious, data-driven, and eager to experiment with new systems or workflows.
• Strong sense of ownership and accountability.
• Adaptable to change and comfortable in a startup or fast-growth environment.

Why This Role Is Exciting:

• Shape the foundation of a fast-growing Product Operations team and have a lasting impact on how the company scales.
• Gain exposure to all parts of the product lifecycle — from strategy and execution to launch and iteration.
• Work closely with Product, Engineering, and Leadership on high-visibility initiatives.

WHAT’S IN IT FOR YOU?

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, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability.

^#LI-RS1

WHO YOU ARE:
The Specialist – Annuity Processing (Post-Issue) is responsible for managing post-issue annuity tracking and overall work a high degree of accuracy, efficiency, and regulatory compliance. This role supports the ongoing service of annuity contracts after policy issuance and requires working knowledge of annuity products, strong attention to detail, and the ability to Ensure team meets SLA, Accuray targets.

WHAT YOU’LL DO:
• Monitor processing of 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 accuracy and completeness
• Ensure all transactions comply with company policies, carrier guidelines, and regulatory requirements
• Ensure Team is performing calculations related to withdrawals, surrender charges, fees, and tax implications as applicable
• Research and resolve discrepancies, errors, or missing information through coordination with internal teams, carriers, and external partners
• Ensure team Updates and maintains accurate records in policy administration systems
• Meet established service-level agreements (SLAs), productivity targets, and quality standards
• Identify trends, recurring issues, and process improvement opportunities
• Provide guidance or informal mentoring to Associate I team members as needed
• Participate in audits, quality reviews, and compliance checks
Map and optimize workflows; define SOPs, work instructions, and control checklists.
• Create and maintain knowledge articles, decision trees, and training decks.
• Lead UAT for platform changes (e.g., product launches, rate table updates, interface fixes) and sign off on readiness.
• Partner with Ops Excellence/Lean teams to deliver automation, RPA, and straight through processing improvements.

WHAT YOU’LL NEED:

• Bachelor’s degree (minimum)
• 5+ years of total work experience (Life insurance domain) that required a focus on quality including attention to details, accuracy, and accountability for your work product.
• Experience in a professional/office related environment that required you to work regularly scheduled shifts.
• Experience using a computer with Windows PC applications that require you to use a keyboard, navigate screens, and learn new software tools.
• Effective English business communication skills required to exchange information with client.
• Proven ability to manage client requests and escalations in a fast-paced environment.
• Strong facilitation, problem-solving, and coordination skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities with accuracy and efficiency.
• Strong stakeholder management and collaboration skills.
  
  

Preferred Qualifications
• Experience in life insurance, annuity administration, or financial services operations.
• Exposure to client service delivery or global delivery models.
• Knowledge of process improvement methodologies (Lean, Six Sigma).
• Experience with operational reporting and data analysis.
• Advanced proficiency in Microsoft Office tools.

WHAT’S IN IT FOR YOU?
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.

WHO YOU ARE:

We are seeking a highly motivated Senior Data Analyst with strong technical expertise, business acumen, and strategic problem-solving abilities. In this role, you will independently own and drive analytics initiatives within the Operations team, translating data into actionable insights that improve efficiency, decision-making, and key business KPIs. 

You will work closely with stakeholders across Operations, Product, Data Engineering, and Business Strategy to identify opportunities for process optimization, automate decision-making, and create scalable analytics frameworks. This is a high-impact individual contributor role that requires both deep analytical skills and the ability to influence business strategy through data. 

WHAT YOU’LL DO:

• Drive analytics strategy: Independently own and drive key analytics initiatives in Operations, proactively identifying areas for efficiency improvements and cost optimization.
• Advanced analytics & measurement: Move beyond basic dashboards and leverage inferential modeling, causal analysis, and experimental design to generate actionable insights.
• Experimentation & testing: Design and implement A/B tests to measure the impact of operational improvements, optimizing key processes such as fraud detection, customer interactions, and compliance.
• Operational KPIs & business impact: Develop frameworks to measure Turnaround Time (TAT), Cost Per Transaction, SLA adherence, and other key operational metrics, ensuring data-driven decision-making.
• Data storytelling & visualization: Translate complex data insights into clear, actionable recommendations using visual storytelling techniques in Power BI and other visualization tools.
• Cross-functional collaboration: Work closely with stakeholders across Operations, Data Engineering, and Product to align analytics initiatives with business needs.
• Scalability & automation: Partner with Data Engineering to enhance data pipelines, data models, and automation efforts that improve efficiency and reduce manual work.
• Thought leadership & best practices: Drive data analysis best practices and mentor junior analysts, fostering a culture of analytical rigor and excellence.

WHAT YOU’LL NEED:

• 5+ years of experience in data analytics, with a focus on Operations, Business Strategy, or Process Optimization. 
• Expertise in SQL, Python and with a strong ability to work with relational cloud databases (Redshift, BigQuery, Snowflake) and unstructured datasets. 
• Experience designing A/B tests and experimentation frameworks to drive operational improvements. 
• Strong statistical knowledge, including regression analysis, time-series forecasting, and causal inference modeling. 
• Experience in operations analytics such as workforce efficiency, process optimization, risk modeling, and compliance analytics. 
• Hands-on experience with data visualization tools (Power BI, Tableau, Looker) and the ability to present insights effectively to leadership. 
• Ability to work independently, take ownership of projects, and influence business decisions through data-driven recommendations. 
• Strong problem-solving skills and a proactive mindset to identify business opportunities using data 

Bonus Points If You Have:

• Experience with ML/AI applications in operational efficiency (e.g., anomaly detection, predictive modeling, workforce automation). 
• Familiarity with event-tracking frameworks and behavioral analytics. 
• Strong data storytelling skills—can translate complex data into concise, compelling narratives. 
• Prior experience in a fast-paced, high-growth environment with a focus on scaling data analytics. 

WHAT’S IN IT FOR YOU?

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.

_#LI-RS1

WHAT YOU’LL DO:

• Process licensing & commissions transactions as per standard operating procedures (SOPs)
• Perform data entry, data validation, and data analysis with high accuracy
• Review, verify, and update records in internal systems.
• Handle email-based communication with internal teams or clients.
• Ensure compliance with quality standards, turnaround time (TAT), and SLAs
• Identify discrepancies or errors and escalate issues to supervisors when required
• Maintain confidentiality and data security as per company and client policies
• Participate in process improvement initiatives and training programs
• Meet productivity, accuracy, and performance targets consistently
• Researching and processing requests while working on multiple screens and applications.
• Resolving moderately routine questions following pre-established guidelines.
• Performing routine research on customer inquiries.
• Ensuring customer satisfaction and strive to meet & exceed service standards.
• Developing and maintaining a solid working knowledge of the insurance industry and of all products, services and processes performed by the team.
• Ability to work with strict timelines.

WHAT YOU’LL NEED:

• Good written communication skills
• Strong attention to detail and accuracy
• Basic knowledge of MS Office (Excel, Word, Outlook)
• Ability to work with large volumes of data
• Time management and multitasking skills
• Ability to work independently as well as in a team
• Willingness to work night shifts
• Must be able to type 30+ WPM with 98% accuracy.
• Graduation in any stream, Commerce Graduate preferred.
• Experience of working in Insurance process would be preferred.
• Experience in a professional/office related environment that required you to work regularly scheduled shifts.
• Experience using a computer with Windows PC applications that required you to use a keyboard, navigate screens, and learn new software tools.
• Must be able to type 30+ WPM with 98% accuracy.
• Effective English business communication skills required to exchange information with client.
• Must have basic Email/ Letter writing skills.
• Good understanding of MS Excel and MS-Outlook.

 WHAT’S IN IT FOR YOU?

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.

WHO YOU ARE:

We are seeking a Product Manager I to lead the design and delivery of workflow automation solutions supporting our Compliance organization, with a primary focus on life insurance and annuity operations. This role will partner closely with Compliance, Legal, Operations, and Engineering teams to modernize and streamline regulatory processes including DOI complaints, subpoenas, regulatory inquiries, and internal audit workflows.

In addition, this role will support the replacement of an internal funds allocation application that receives payments and orchestrates downstream system updates across Finance and administrative platforms. While exposure to financial systems is helpful, the core priority of this role is deep understanding of compliance-driven processes within life and annuity products.

This is a hands-on product role requiring strong process design, stakeholder leadership, and technical collaboration skills.

WHAT YOU’LL DO:

• Own end-to-end product delivery for compliance workflow solutions, from discovery through production release.
• Partner with Compliance and Legal teams to document, analyze, and redesign regulatory processes including:
  • DOI Compliants
  • Subpoenas and regulatory requests
  • Market conduct and audit-related workflows
  • Escalation and case management processes
• Translate regulatory and operational requirements into scalable system workflows and automation capabilities.
• Define and manage product requirements, user stories, acceptance criteria, and release plans.
• Collaborate with engineering teams to design integrations with ERP and administrative systems.
• Support modernization of an internal payment allocation platform that:
  • Receives incoming funds
  • Triggers downstream updates to Finance (e.g., PeopleSoft) and policy administration systems
  • Applies funds to contracts and individuals
  • Routes funds through appropriate accounts (e.g., suspense, operating)
• Ensure auditability, traceability, and regulatory compliance within all solutions.
• Monitor production performance, resolve issues, and drive continuous improvement.
• Act as the primary product liaison between business stakeholders and technical teams.

WHAT YOU’LL NEED:

• A Bachelor’s/Master’s Degree with 5+ years’ work experience in Product Management or Business Analysis
• Strong background in life insurance and/or annuity operations.
• Direct exposure to compliance processes such as DOI complaints, regulatory inquiries, subpoenas, or audit workflows.
• Experience designing or improving structured business workflows.
• Ability to translate regulatory requirements into system functionality.
• Experience writing detailed product requirements and working with engineering teams.
• Strong stakeholder communication skills across business and technical audiences.
• Experience working with ERP, case management, or workflow platforms.
• Exposure to policy administration systems within life insurance or annuities.
• Familiarity with regulatory reporting or compliance tracking systems.
• Experience integrating systems via APIs or service-based architectures.
• Understanding of financial system integrations (e.g., PeopleSoft or similar ERP platforms).
• Experience working in Agile or iterative delivery environments.

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, PF, 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.

_#LI-RS1

WHO YOU ARE:

We’re seeking a forward-thinking AI Product Manager with strong technical depth in Machine Learning, LLM-based products, Automation, and API-driven platform design. In this role, you will define, build, and scale AI-powered solutions across Zinnia’s digital insurance platform, enhancing underwriting, claims, operations, and customer engagement workflows.

You’ll work at the intersection of AI innovation, insurance expertise, and engineering execution, translating business needs into scalable products that deliver measurable impact.

WHAT YOU’LL DO:

• Contribute to the product vision and roadmap for AI/ML initiatives across Zinnia’s platform.
• Identify high-impact opportunities to integrate AI into insurance value chains (underwriting, policy admin, claims, distribution, agent enablement).
• Evaluate new AI technologies - Agentic AI, Gen AI (LLMs, RAG, predictive analytics, automation frameworks) and drive adoption across the organization.
• Translate user problems and business needs into clear product requirements, PRDs, and user stories.
• Work closely with engineering, data science, design, actuarial, and insurance SMEs to ship high-quality AI products.
• Drive API-first development for system integrations with carriers, distributors, third-party data providers, and internal platforms.
• Ensure AI and APIs follow robust security, compliance, and governance guidelines—especially relevant to Life & Annuities.

AI/ML Technical Collaboration:

• Understand ML lifecycle basics (data pipelines, model drift, monitoring, inference performance).
• Work with engineers to design and expose AI capabilities via scalable APIs and microservices.

WHAT YOU’LL NEED:

• A Bachelor's/Master's Degree with 5-8 years of Product Management experience, with at least 2–3 years in Agentic AI, Gen AI, AI/ML, data products, or automation-based products.
• Experience working with APIs, microservices, and modern cloud architectures (AWS/Azure/GCP).
• Ability to write detailed requirements for API integrations, data flows, and AI capabilities.
• Strong understanding of ML concepts (classification, NLP/LLMs, predictive models, evaluation metrics).
• Proven ability to work with Data Science and Engineering teams in a deeply technical environment.
• Strong problem-solving skills with a bias for experimentation, iteration, and measurable output.
• Excellent communication skills, especially in simplifying complex AI concepts for non-technical stakeholders.

Preferred Qualifications:

• Experience in InsurTech, Life & Annuities, financial services, or regulated industries.
• Familiarity with underwriting data sources (e.g., Rx, MIB, credit), claims/operations automation, or distribution workflows.
• Experience with LLM products, vector databases, prompt engineering, or RAG systems.
• Exposure to compliance frameworks related to AI ethics, data privacy, and model governance.

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, PF, 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.

_#LI-RS1

WHO YOU ARE:

The Senior Product Manager leads the Product Life Cycle and strongly contributes to the research & development activities related to the design and development of our products and qualification or re-qualification of new and existing products. The individual will work with Zinnia’s Product Organization to ensure alignment with organization’s strategy and vision.

WHAT YOU’LL DO:

• Lead & contribute into the execution of product lifecycle processes for our Insurtech products/platforms, work with cross-functional teams to ensure fulfilment of product requirements, evaluates product performance and transition products from development to commercialization.
• Lead technical discussions with Engineering teams & thoroughly manage technical/business requirements.
• Assists in determining product delivery and deployment dates for new product releases, feature and maintenance releases and regular corrective service or service pack releases.
• Mentor/Drive a team of Product Managers while acting as a technical consultant to the product organization and leads research, and prototyping of innovative technologies and products.
• Ensures the technology and architectural roadmap of engineering is properly aligned with and supports the product/business road map.
• Acts as a customer liaison on technical issues related to product integration, custom development and requirements.
• May lead major releases and ensure feature enhancements respond to customer requests.
• Responsible for product delivery managing schedules and tasks related to all aspects of product development.

WHAT YOU’LL NEED:

• 8+ years of experience into Product Management, including analyzing software/product design, development, and deployment.
• Bachelor’s/Master's or equivalent Degree in technology or related field
• Strong Background of working as a Technical Product Manager or Business Analyst/Product Analyst in an enterprise environment.
• Hands-on understanding of API Integration, SQL, Data Analysis etc.
• Strong understanding of SDLC & technology system interfaces, data integration, networks, and operating systems
• Coaching & mentoring a team of Product Managers or Product Owners
• An SME who performs work with a high degree of latitude; handles the most complex issues.
• Possess strong Communication skills, Problem-solving & Analytical thinking skills.
• Can lead individual assignments & deliver with strong expertise
• Expert level experience in delivery methodologies (Scrum/Kanban) and the use of relevant tools
• Ability to influence, lead, and work as part of a cross-functional in a global team setup
• Experience in Life & Annuity Industry is preferred, not mandatory

WHAT’S IN IT FOR YOU?

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, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability.

_#LI-RS1

WHO YOU ARE:
The Specialist, Business Finops will play a crucial role and will be responsible for providing financial planning, analysis and reporting for Corporate, a business, or a P&L within a business. Interprets simple internal and external business challenges and recommends best practices to improve products, processes or services. Stays informed of industry trends that may influence work.

WHAT YOU’LL DO:
• Reconciling financial records: Reconcile payments as indicated on remittance documents and reconcile accounts.

• Managing Tax reporting process: Manage daily withholding balancing and ensure tax recs are balanced.

Tax Reporting & Compliance
• Ensure accurate and timely tax reporting for annuity products including policyholder
premiums, annuity payouts, interest and investment income, and return of principal.
• Oversee preparation and review of tax documents and filings as per IRS and regulatory
standards (e.g., 1099-R).
Tax Treatment Execution
• Execute daily, monthly, and quarterly activities to ensure proper tax treatment of
annuity distributions.
• Collaborate with actuarial, finance, and legal teams to ensure consistency and accuracy
in tax calculations.
Death Benefits & Beneficiary Taxation
• Address and resolve issues related to the taxability of death benefits.
• Ensure proper tax reporting for beneficiaries and align reporting processes with current
tax laws and policy guidelines.
Issue Resolution & Process Improvement
• Identify and resolve discrepancies or issues in tax treatment and reporting.
• Drive process improvements and system enhancements to improve accuracy and
efficiency.
Risk Management & Controls
• Ensure adherence to internal controls and regulatory compliance.

• Maintaining documentation: Maintain proper documentation and keep procedures up to date.

WHAT YOU’LL NEED:

• Graduation in any stream, Commerce Graduate preferred.
• 3+ year of working experience (Life insurance domain) that required a focus on quality including attention to details, accuracy, and accountability for your work product.
• In depth knowledge of overall accounting functions. Should have experience in General Ledger Accounting Function, reconciliations, AP, AR
• Should have working experience in setting up the federal, state and local tax withholding amount of the employees, involving compliance to US federal and state tax laws
• Ability to develop good understanding of Client Finance processes, policies and systems and will require being hands-on with the process while resolving key process and customer issues
• Familiar with US accounting functions (billings, payments, and receivables) and have prior experience of working for these US accounting functions.
• Working knowledge of accounting package ERP, People Soft or alike.

WHAT’S IN IT FOR YOU?
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.

WHO YOU ARE:
The Sr Specialist, Business Finops will play a crucial role and will be responsible for providing financial planning, analysis and reporting for Corporate, a business, or a P&L within a business. Interprets simple internal and external business challenges and recommends best practices to improve products, processes or services. Stays informed of industry trends that may influence work.

WHAT YOU’LL DO:
• Reconciling financial records: Reconcile payments as indicated on remittance documents and reconcile accounts.

• Managing Tax reporting process: Manage daily withholding balancing and ensure tax recs are balanced.

Tax Reporting & Compliance
• Ensure accurate and timely tax reporting for annuity products including policyholder
premiums, annuity payouts, interest and investment income, and return of principal.
• Oversee preparation and review of tax documents and filings as per IRS and regulatory
standards (e.g., 1099-R).
Tax Treatment Execution
• Execute daily, monthly, and quarterly activities to ensure proper tax treatment of
annuity distributions.
• Collaborate with actuarial, finance, and legal teams to ensure consistency and accuracy
in tax calculations.
Death Benefits & Beneficiary Taxation
• Address and resolve issues related to the taxability of death benefits.
• Ensure proper tax reporting for beneficiaries and align reporting processes with current
tax laws and policy guidelines.
Issue Resolution & Process Improvement
• Identify and resolve discrepancies or issues in tax treatment and reporting.
• Drive process improvements and system enhancements to improve accuracy and
efficiency.
Risk Management & Controls
• Ensure adherence to internal controls and regulatory compliance.

• Maintaining documentation: Maintain proper documentation and keep procedures up to date.

WHAT YOU’LL NEED:

• Graduation in any stream, Commerce Graduate preferred.
• 5+ year of working experience (Life insurance domain) that required a focus on quality including attention to details, accuracy, and accountability for your work product.
• In depth knowledge of overall accounting functions. Should have experience in General Ledger Accounting Function, reconciliations, AP, AR
• Should have working experience in setting up the federal, state and local tax withholding amount of the employees, involving compliance to US federal and state tax laws
• Ability to develop good understanding of Client Finance processes, policies and systems and will require being hands-on with the process while resolving key process and customer issues
• Familiar with US accounting functions (billings, payments, and receivables) and have prior experience of working for these US accounting functions.
• Working knowledge of accounting package ERP, People Soft or alike.

WHAT’S IN IT FOR YOU?
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.