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:
- A Client Delivery Consultant will have a background in the annuity and insurance industry, specifically related to the Zinnia model.
- The Consultant will have a solid background in the interdependencies between Operations, Technology Capability areas (key systems, platforms) and department outside of delivery (Finance, Fund Management, Compliance, Tax).
- They will have the ability to build relationships with technical and non-technical clients, both internal and external.
- Client Delivery Consultants have a strong grasp of the client business, implementation ecosystem and Zinnia platforms and are the voice of the customer internally to ensure the proposed solution meets the business objective.
- They have strong attention to detail, are problem solvers and can translate between the External Client, Information Technology, Operations, and Management teams to progress the right solution,.
What You'll Do:
- Lead the initial project scope and analysis activities, including pricing exercises.
- Lead/Facilitate detailed Solution Definition meetings, ensuring track meetings are well defined and address the necessary material to drive to a holistic solution.
- Facilitate solution planning sessions to ensure efficient use of time with take-aways for internal alignment if necessary.
- Incorporate knowledge of the existing client implementation and business offerings as consideration of impact and alignment when driving scoping sessions.
- Act as the voice of the customer to translate the business objective into an approach prescribed by Zinnia.
- Ensure solutions for each client adhere to the Zinnia IT framework, architectural strategic direction and support the clients' business objective.
- Provide thought equity to identify new and innovative business analysis tools and techniques in response to business needs.
- Assist other Capability areas in identifying scope changes and facilitating the dissemination of information to the appropriate Delivery Team.
- Support the movement of internal and external project requests through the estimation process.
- Assist with training program and associated documentation to support knowledge repositories.
What You'll Need:
- Bachelor's degree in Computer Information Systems, Business Administration, or a related field, or equivalent work experience.
- 6 plus years in business and / or systems analysis or related experience preferred.
- 8+ years' experience in Annuity, mutual funds, financial services, or life insurance work experience preferred.
- Solid background in the interdependencies between Operations, Technology Capabilities and department outside of delivery.
- Strong knowledge and practice of the techniques necessary to manage the activities related to planning and requirements/analysis phases of the SDLC (Software Development Life Cycle).
- Hands-on leader who knows the day-to-day aspects of tasks well enough to offer clear direction to team members.
- Outlook/Word//Excel/PowerPoint experience, with knowledge of Project Management tools
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