Job Description

WHO WE ARE:



Zinnia is simplifying how people buy, sell, and administer insurance products. Combining intuitive enterprise technology solutions and data insights, the Policygenius marketplace, and market-leading products

including SmartOffice, AnnuityNet, LifeSpeed, WinFlex, TPP, VitalSales Suite, and Exchange Consulting, Zinnia is redesigning the insurance experience for shoppers, advisors, and insurers alike -- and enabling more people to protect their financial futures along the way. Zinnia has over $173.7 billion in assets under administration across 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders.


WHO YOU ARE:



Experienced marketing analytics professional with over 3 years in data-driven strategy and customer behavior analysis. Proficient in data visualization, SQL, and marketing attribution, you bring a sharp analytical

focus to marketing insights. You have a track record of developing KPIs, managing complex data projects, and ensuring compliance with data privacy regulations


WHAT YOU'LL DO:


• Reconciling financial records: Reconcile payments as indicated on remittance documents, and reconcile accounts
• Resolving discrepancies: Investigate and resolve overpayments, and monitor cash activity reject reports
• Managing cash flow: Manage cash flow, and ensure cash batches are balanced before finalization
• Collaborating with internal teams: Work with sales, project management, and other teams to ensure accurate financial reporting
• Maintaining documentation: Maintain proper documentation, and keep procedures up to date
• Addressing customer inquiries: Respond to customer inquiries regarding payment applications, and provide excellent customer service
• Ensuring compliance: Ensure compliance with financial regulations and internal controls
• Generating reports: Generate reports such as cash forecasts, payment trending, and month-end/quarter-end reconciliations


WHAT YOU'LL NEED:


• Minimum 3 years' experience in Finance and Accounting Domain
• The ability to communicate and manage customers
• The ability to prioritize work and resolve payment discrepancies
• Accounts receivable and payable knowledge: A working knowledge of these areas is important
• Insurance or accounting background: This is a plus
• Personal initiative: The ability to ensure payments are applied on time and inquiries are resolved
• Cash application experience: Relevant experience in this area is preferred
• Understanding of order to cash process
• Having good knowledge of Excel, Peoplesoft


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.





#LI-UM1