Retention Specialist I Policygenius

WHO WE ARE Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders. WHO YOU ARE Are you looking for the chance to make a huge impact at a company with a mission to help thousands, potentially millions of people? As a Retention Specialist, you are a motivated individual who embodies our commitment to helping customers navigate the complexities of insurance effortlessly. If you are a licensed P&C professional passionate about making a positive impact by providing exceptional customer service and advising clients holistically about their insurance needs, this is the place for you. WHAT YOU’LL DO Customer Engagement: Interact with customers through various channels (email, phone, chat) to offer comprehensive support and guidance. Personalized Assistance: Become a trusted advisor by understanding each customer's unique needs and recommending tailored insurance solutions. Your ability to empathize and offer personalized advice will empower customers to make informed decisions. Sales and Renewal Support: Recognize opportunities to promote additional insurance products or policy upgrades based on customers' needs. Make recommendations to help customers navigate their policy renewal as seamlessly as possible by re-shopping their policy in our marketplace. Collaboration: Work closely with cross-functional and external teams, including sales, underwriters, quoting specialists, and more, to resolve customer inquiries efficiently. Adaptability: Thrive in a dynamic, fast-paced environment while maintaining a positive and solution-oriented approach. WHAT YOU’LL NEED Insurance Experience: 1-2 years of P&C experience; P&C license required. Exceptional Communication: Strong verbal and written communication skills are essential. Your ability to actively listen, empathize, and articulate solutions will be key in delivering top-notch service. Customer-Centric Mindset: A genuine passion for assisting others and a commitment to putting the customer first are crucial attributes for success in this role. Sales Acumen: An understanding of sales principles and the ability to identify opportunities to upsell or cross-sell insurance products will be advantageous. Eagerness to Learn: While prior experience in insurance is beneficial, a willingness to learn and grow within the industry is equally valuable. A Bachelor’s degree or relevant experience. 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, 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 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. #J-18808-Ljbffr