Group Client Experience Champion

Zinn Insurance Agency San Antonio, TX

Company

Zinn Insurance Agency

Location

San Antonio, TX

Type

Full Time

Job Description

Job Role: Group Client Experience Champion Department:Group Benefits Reports To:Chief Operating Officer Location:San Antonio, TX (Onsite) Status:Full-Time | Monday–Friday Compensation:Competitive base + performance bonuses tied to timeliness, accuracy and compliance Tools:Employee Navigator, Monday.com, AgencyBloc, Carrier Portals Important: To be considered for this role, youmust complete a Culture Index survey. Pleasecopy and paste the link below into your browserto complete the survey: https://surveys.cultureindex.com/s/70EDE60000/118580 Resumes will only be reviewed once the survey is completed. What This Role Is Responsible For You’re the operational backbone of our group benefits team—the steady engine behind every successful implementation, renewal, and real-time service need. From onboarding new employer groups to supporting midyear changes and annual renewals, you ensure every enrollment, termination, and carrier submission istight, timely, and Zinnified. You'll manage multiple groups at different stages while balancing deadlines, clean systems, and a client-first mindset. Your day-to-day includes: • Entering and updating data in Employee Navigator, and carrier portals • Submitting clean, complete applications to carriers and tracking confirmations • Reviewing client paperwork for accuracy and following up for corrections • Partnering with brokers, carriers, and internal teammates to keep cases moving • Supporting group implementations, plan changes, and renewal timelines • Ensuring clients feel informed, supported, and cared for—every step of the way What Success Looks Like Success in this role is measured by how smoothly your cases move—and how well your clients feel supported. When you’re in your groove: • New and renewing business are processed ahead of deadlines with minimal back-and-forth • System data is accurate and current, with clear audit trails • Brokers and internal teammates trust your communication and follow-through • You stay composed under pressure and keep the moving parts moving Your work directly impacts client satisfaction, team efficiency, and the overall success of our group benefits division. What Kind of Person Thrives in This Role You don’t just "get things done"—youget them done right, even when the pressure is on. This job requires high attention to detail, quick turnarounds, and calm communication under pressure. It's not for the faint of heart—but if you’re built for this kind of pace and precision, you’ll thrive here. You’re a fit if you... • Work well under pressure and meet tight deadlines without sacrificing accuracy • Handle complexity without getting overwhelmed • Communicate clearly—especially when others are unclear • Take ownership, follow through, and escalate when necessary • Use systems and notes like a pro to stay on track • Care about the client experience, even in the backend work • Have a strong sense of pride in polished, accurate execution Job Type: Full-time Pay: $40,000.00 - $45,000.00 per year Benefits: • 401(k) • Dental insurance • Health insurance • Life insurance • Paid time off • Vision insurance Schedule: • 8 hour shift • Monday to Friday Work Location: In person
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Date Posted

07/15/2025

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