Client Services Analyst I
About this role
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:
As a Client Services Analyst you will play a key role in delivering Zinnia’s software platforms and business solutions to our clients. This role serves as a primary liaison between clients, internal delivery teams, and implementation leadership, ensuring client requirements are clearly understood, documented, and successfully delivered. You will be responsible for requirements analysis, documentation, solution design, and client support throughout the implementation lifecycle, while fostering strong client relationships and maintaining high standards of service delivery.
WHAT YOU’LL DO:
- Manage and coordinate all client communications (internal and external) for assigned accounts, ensuring timely updates and effective issue resolution
- Develop a strong understanding of business objectives, processes, and products to support detailed analysis and resolution of client requests
- Gather and analyze client requirements, define project scope, and propose solution approaches
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- Prepare documentation such as Statements of Work (SOW) and Software Requirements Specifications (SRS)
- Establish timelines and ensure alignment with delivery expectations
- Act as a bridge between clients, development, QA, and other internal teams
- Provide clear functional guidance to technical teams
- Ensure requirements are accurately translated into deliverables
- Oversee the end-to-end project lifecycle, including requirement gathering, development support, testing coordination, and deployment
- Manage multiple clients and projects simultaneously, ensuring prioritization and timely execution
- Coordinate cross-functional teams to ensure seamless delivery across different workstreams
- Support clients with pre- and post-launch activities, including readiness checks, issue resolution, and optimization
- Proactively identify risks, dependencies, and improvement opportunities to enhance client experience and operational efficiency
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.
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