Zinnia (zinnia.com) Benefits Overview

Provide practical legal advice on complex commercial agreements (SaaS, licensing, professional services, TPA), draft and negotiate contracts, manage post-signature issues, build contracting tools (templates, playbooks), and partner cross-functionally with Sales, Product, Finance, InfoSec, Privacy, and Compliance.

Lead strategic account management for major life and annuities clients, acting as single point of client ownership. Drive client satisfaction, governance, cross-functional delivery, financial oversight, KPI scorecards, identify growth opportunities, and guide internal teams to implement client-focused technology and service roadmaps.

Manage a caseload of in-process life insurance applications from initial application through underwriting and placement. Obtain client requirements, review underwriting decisions, coordinate with carriers and vendors, and master relevant workflows and software systems. Collaborate with sales, customer service, customer success, and quality assurance teams on process improvements. Maintain timely, accurate, and customer-focused case handling while communicating effectively with clients and internal stakeholders.