Job description
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
We are seeking a highly motivated Data & AI Insights Program Manager with deep knowledge of the Life & Annuities industry, particularly on the sales and distribution side. You do not need to be a technologist by trade, but you understand how carriers, distributors, and advisors operate — and how data and technology can unlock growth, efficiency, and competitive advantage.
In this role, you will own and manage Zinnia’s data and AI insights program, working across stakeholders to shape, prioritize, and deliver data products that serve our carrier and distribution clients. You’ll bring a practitioner’s view of the industry to help us ensure that what we build isn’t just technically sound, but also strategically relevant and immediately impactful for our clients.
WHAT YOU’LL DO
- Program ownership: Lead Zinnia’s Data & Insights program, defining the roadmap, priorities, and execution strategy
- Industry lens: Serve as the “voice of the field” by bringing your Life & Annuities experience to guide product decisions. Translate client needs into actionable data requirements.
- Client stories: Anticipate and articulate how carriers, distributors, and advisors will actually use data in their daily workflows — from quoting and sales to policy management and servicing.
- Product partnership: Work closely with Product, Data Science, Data Engineering, and AI/Analytics teams to ensure data products are accurate, actionable, and aligned with business needs.
- Insights development: Shape dashboards, reports, and analytics products that deliver real value to clients by helping them grow sales, reduce inefficiencies, and better serve policyholders.
- Change advocacy: Champion adoption of new data-driven tools with internal stakeholders and clients, ensuring strong understanding, training, and usage.
- Cross-functional collaboration: Bridge the gap between sales/distribution leaders and technical teams, ensuring our solutions are business-led but technically feasible.
- Market awareness: Stay ahead of emerging industry trends, competitive practices, and client pain points to ensure Zinnia builds best-in-class data solutions.
- Industry Connections: Ability to identify early adopters of solutions as we look to bring insights to market.
WHAT YOU’LL NEED
- 10+ years of experience in insurance or annuity sales, distribution, wholesaling, or relationship management roles.
- Strong understanding of how carriers, distributors, and advisors operate, and where data and analytics create value.
- Demonstrated ability to lead cross-functional programs that involve multiple stakeholders and complex deliverables.
- Excellent communication and storytelling skills — able to translate industry needs into product requirements and explain insights to both technical and business audiences.
- Proven ability to influence and build trust with executives, sales teams, and product/technology partners.
- A client-first mindset with a passion for improving the way insurance is bought, sold, and serviced through data.
BONUS POINTS:
- Background in Life and Annuities Industry, Insuretech and SaaS Providers, Consulting in the Life and Annuities Industry, Distribution Leaders or Analytics or Data Leaders in the financial services space who have had insurance clients.
- Experience working directly with carriers, IMOs, BGAs, broker-dealers, or banks in a distribution context.
- Familiarity with data visualization and analytics tools (e.g., Power BI, Tableau, Looker).
- Background in program management or product management in a SaaS or financial services setting.
- Strong network in the Life & Annuities ecosystem and awareness of industry trends.
WHAT’S IN IT FOR YOU?
Zinnia offers excellent career progression and competitive compensation. We offer great benefits, including health/dental insurance, parental leave, 401(k), incentive/bonus opportunity, tuition reimbursement, and so much more. The expected salary range for this position is $150,000 - $170,000dependent on skills and location. The salary range is a good faith estimate based on what a successful candidate might be paid in certain Company locations. All offers presented to candidates are carefully reviewed to ensure fair, equitable pay by offering competitive salaries that align with the individual’s skills, education, experience, training, and geographic location and may be above or below the stated amounts. We’re looking for the best and brightest innovators in the industry to join our team. 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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