Commercial Insurance Retention Associate

🕒 July 9

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Zensurance

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

🤝 B2B

💰 Series B on 2020-08

Finance • Insurance • B2B

Zensurance is a leading small business insurance brokerage in Canada. The company offers a wide range of low-cost commercial insurance options tailored for various professions and industries, which includes everything from builder's risk and commercial auto insurance to E-commerce and non-profit insurance. Zensurance is dedicated to serving over 300,000 Canadian small business owners by providing instant quotes and significant savings on insurance policies. By leveraging technology, Zensurance can offer competitive rates and comprehensive coverages by working with over 50 insurance providers. Additionally, they provide expert advice, dedicated claims service, and ease of switching insurance providers. Zensurance prides itself on its customer service and has received multiple industry awards for its innovative approach to insurance. The company focuses on empowering small businesses with peace of mind through secure and strategic insurance solutions.

📋 Description

• Manage billing queries and proactively connect with clients to collect payments and resolve discrepancies. • Assist our broker teams with mission-critical tasks, including processing cancellations, reinstatements, and general billing support. • Triage incoming emails and voicemails, ensuring licensed brokers can focus on complex needs while you handle the operational flow. • Carefully review new billing contract data and audit files to ensure they meet our strict internal guidelines and process standards. • Recommend process improvements to streamline how we work with financing companies and improve the overall customer journey. • Monitor Slack alerts, schedule automated client messaging, and jump into clean-up projects to keep our data accurate and reliable.

🎯 Requirements

• You hold a valid RIBO license. • 1+ year of experience handling administrative tasks, data entry, or high-volume operational workflows. • A strong orientation toward both internal and external service—you enjoy helping colleagues and clients alike. • Excellent phone and interpersonal skills, with the ability to translate technical billing issues into clear solutions. • Sharp attention to detail with the ability to multitask in a fast-paced, dynamic environment without losing accuracy. • A team player who takes initiative, learns quickly, and thrives in a collaborative, tech-forward set-up. • Comfortable using Google Workspace, Slack, Zoom, and modern CRM/office software.

🏖️ Benefits

• Remote-first setup for added flexibility • Home office allowance to create a comfortable workspace • Top-tier tech: "Office in a box" with all necessary tech equipment • Half days before public holidays: Enjoy half days before long weekends • Flexible health and dental plans for families, including mental health support • Health & personal spending accounts to invest in wellness your way • Parental leave top-up, because family comes first • Education assistance reimbursement for courses, conferences, books, and memberships • Opportunities to learn from industry experts and grow your career • Weekly Friday huddles to share updates and connect across teams • Virtual & in-person team-building events to strengthen our culture