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.

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.

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.

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:
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:
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.

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:
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.

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.