Associate II, Licensing

About the Role

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.

Key Responsibilities

• 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.
• Research and process requests while working on multiple screens and applications.
• Resolve moderately routine questions following pre-established guidelines.
• Perform routine research on customer inquiries.
• Ensure customer satisfaction and strive to meet & exceed service standards.
• Develop and maintain 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.

Requirements & Tech Stack

• MS Office (including Excel, Word, Outlook)
• Computer with Windows PC applications requiring keyboard use, screen navigation, and learning new software tools.

Qualifications

• Good written communication skills.
• Strong attention to detail and accuracy.
• Basic knowledge of MS Office.
• 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 in a professional/office related environment requiring regular scheduled shifts.
• Effective English business communication skills for information exchange with clients.
• Basic Email/Letter writing skills.
• Good understanding of MS Excel and MS-Outlook.
• Experience of working in an insurance process would be preferred.