Associate I, Insurance Platforms

Zinnia Wealth Management

Associate I providing individualized phone support for customers of Zinnia's insurance platform. Engaging with clients and ensuring effective resolution of service requests.

Posted 7/14/2026full-timeAlpharetta • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service skills with a focus on effective communication and problem resolution. Proficient in processing financial and non-financial transactions while maintaining high-quality service delivery.

Highest-signal resume keywords

Customer Service ExperienceCall Center ExperienceTransaction Processing SupportOral And Written Communication SkillsFinancial Services Knowledge

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Transaction ProcessingResearch And AnalysisService Request CompletionMicrosoft Office ProficiencyKeyboarding Skills

Soft Skills

Interpersonal CommunicationRelationship BuildingProblem Solving

Industry Keywords

Financial ServicesContract Level TransactionsCustomer SupportService DeliveryPolicies And Procedures

About the role

Key responsibilities & impact

Providing customers and sales representatives with high quality, individualized phone support
Processing requests for information
Conducting research and analysis to ensure successful outcomes when complexities arise
Deliver accurate and prompt resolution of any issues that arise
Relay necessary information to the customers, sales representatives, or client by both verbal and written communication.
Answers incoming calls and completes outgoing calls as needed
Calls include answering customer questions and providing comprehensive customer support
Accurately and timely completion of service requests related to contract level transactions and providing confirmation of contract level information
Researches and analyzes issues to ensure successful outcomes and or resolution
Develops relationships with clients and customers by becoming a dedicated resource
Ensures high quality and consistency to customers by processing and servicing
Develops broad understanding of products, services, policies, procedures, regulations, and laws for effective service delivery
Contract level service requests include initial contract applications, billings, purchases, transfers, redemptions, claims, and other financial and non-financial transactions and elections available

Requirements

What you’ll need

High school diploma or equivalent required, college degree preferred
1 to 2 + years’ experience providing customer service and transaction processing support
1 to 2 + years’ call center experience
Financial services experience preferred
Work history which demonstrates personal growth and aptitude for advancement.
Strong PC and keyboarding skills and the ability to use Microsoft Office products and auxiliary equipment and software.
Demonstrated and effective oral, written, and interpersonal communication skills.
Ability to work effectively with other internal teams and associates
Incumbents must be able to work required overtime.

Benefits

Comp & perks

health/dental insurance
parental leave
401(k)
incentive/bonus opportunity
tuition reimbursement