Zinnia is the leading technology platform for accelerating life and annuities growth. With creative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders.
WHO YOU ARE:
The 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 a