Jobless Developer
Zensurance logo
Zensurance

Posted 4 months ago

Open

Commercial Insurance Retention Associate (Remote First)

TorontoRemoteFull-time

AI Summary

A Commercial Insurance Retention Associate handles billing inquiries, broker support, and account operations to keep client accounts in good standing. They triage communications, resolve discrepancies, and process cancellations or reinstatements.

About this role

About Us:
Zensurance is redefining commercial insurance for Canadian businesses.
As a leading InsurTech, we make getting the right coverage simple, fast, and accessible through a digital-first experience. Our platform combines advanced technology with deep industry expertise to deliver tailored insurance solutions that help businesses thrive.
Zensurance has been recognized for its rapid growth and industry impact:
At Zensurance, we value ownership, collaboration, and innovation. Our team thrives on solving complex challenges, challenging the status quo, and making a real impact in an industry ready for change.
If you're looking to build something meaningful in a fast-growing, customer-focused company, we’d love to hear from you!

Our Retention team is the frontline for keeping client accounts in good standing. You’ll work closely with our customers and external financing partners to resolve billing hurdles and ensure every account stays on track.

Reporting to the Team Lead, you'll play a huge part in our service cycle, making sure "behind-the-scenes" operations turn into a seamless experience for our clients.

Responsibilities:

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

    • Requirements:

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

    • Skills

    Billing OperationsCRMData EntryGoogle WorkspaceRIBO LicenseSlackZoom

    Explore related jobs

    More jobs at Zensurance

    Similar Billing Operations jobs

    Jobs in Toronto

    Browse these categories

    CRM JobsData Entry JobsGoogle Workspace JobsSlack JobsZoom Jobs