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Commercial Account Manager (Remote First)

Remote: 
Full Remote
Contract: 
Experience: 
Mid-level (2-5 years)
Work from: 

Offer summary

Qualifications:

Valid broker license for your province, CIP/CAIB/CRM is an asset, 1-5 years experience in insurance, Passion for customer experience, Attention to detail and flexibility.

Key responsabilities:

  • Onboard new customers and manage client accounts
  • Review submissions and policy data for accuracy
  • Answer customer queries regarding insurance policies
  • Maintain effective communication and assess coverage gaps
  • Provide exceptional client experience and upsell/cross-sell
Zensurance logo
Zensurance Scaleup https://www.zensurance.com
51 - 200 Employees
See more Zensurance offers

Job description

Zensurance is a scale-up InsurTech company that is re-imagining the commercial insurance market. At Zensurance, we want to empower small businesses across Canada to thrive by offering an honest, simplified, and modern approach to insurance. Our main recipe is a combination of modern technology and insurance industry expertise powered by our talented team members. 

Being a technology-forward company, we utilize various tools and platforms to create fun, engaging and meaningful work experiences for our employees, as a remote-first company.

We are boldly going where no insurance broker has gone before!

At Zensurance, we pride ourselves on the seamless customer experience we strive to deliver daily. We are looking for a driven Commercial Account Manager to join our growing Accounts team. This is a fantastic opportunity for a client-centered insurance professional, who holds themselves to the highest standards and aligns their success with that of the customer.


Reporting to the Team Lead, Accounts, you will be responsible for working with our existing clients to provide insurance guidance and an unmatched customer experience. We are boldly going where no insurance broker has gone before! 

Responsibilities
  • Support and effectively onboard new customers to your base of accounts.
  • Carefully review all new submissions and policy data for accuracy and handle policy changes.
  • Manage multiple clients and answer all customer queries regarding additional or existing insurance policies in a timely manner.
  • Manage the existing book of business by issuing certificates, and processing endorsements for large and complex accounts.
  • Maintain effective communication with clients to fully understand their insurance requirements and make recommendations accordingly.
  • Review and advise customers on any gaps in coverage and recommend additional coverages to consider.
  • Liaison with insurance partners to create the best possible insurance packages for each client.
  • Work with colleagues to achieve shared goals.
  • Provide meaningful client experience with each interaction.
  • Upsell and cross-sell the current book of business.
  • Process remarkets.
  • Work remotely on a regular office hours schedule in your time zone.
  • Other duties as assigned.

  • Qualifications
  • Hold a valid broker license for your province.
  • CIP/CAIB/CRM is an asset.
  • 1-5 years experience in insurance, commercial broking experience is an asset.
  • Passion for customer experience.
  • Persistence and agility to meet set targets.
  • Excellent written and verbal communication skills.
  • Attention to detail and demonstrated flexibility in managing multiple clients at a time.
  • Perks we offer at Zensurance:

    • Opportunity to work for Canada’s fastest-growing #insurtech scale-up 
    • Primarily remote work environment available to everyone
    • Laptop, extra monitor and main accessories are provided 
    • Extra home office and supplies allowance to help with work-from-home set up
    • Comprehensive and flexible health and dental plans to suit all lifestyles, including mental health 
    • Health/Personal Spending Accounts to subsidize your healthy habits and purchases
    • Parental Leave Top Up
    • Weekly Friday companywide huddles for casual catch-ups with other departments
    • Build next-level relationships with your peers through scheduled companywide virtual and in-person team-building events
    • Be a part of something special. We are confident you won’t find any other insurance company like us :)

    Who we are. What we're building.

    Business is hard work, insurance doesn’t have to be!

    At Zensurance we believe that teamwork makes the dream work.

    We are passionate about providing business owners with the best insurance solutions at great rates through an online and easy-to-use platform.

    Our secret sauce is all about our culture. Here at Zensurance our culture is built on four core values that we live and breathe daily. They are:

    INTEGRITY: We do what's right.
    INCLUDE: We are an open and safe space for all.
    INVENT: We take an innovative approach to creating straightforward solutions for our customers.
    DELIVER: We set ambitious goals and hold ourselves accountable for achieving them.

    Zensurance celebrates diversity in its workforce structure and encourages applications from all backgrounds.

    Zensurance is an inclusive employer that celebrates diversity in its workforce structure. We encourage applications from all qualified candidates and will accommodate applicants’ needs under the respective provincial human rights codes throughout all stages of the recruitment and selection process. Please advise the recruiter if you require accommodation; to ensure your accessibility needs are accommodated throughout this process. Information received relating to accommodation will be addressed confidentially.

    We understand that looking for a new exciting opportunity can be time-consuming. We truly appreciate your time in going through the job posting and applying for a position with us.

    Required profile

    Experience

    Level of experience: Mid-level (2-5 years)
    Spoken language(s):
    English
    Check out the description to know which languages are mandatory.

    Other Skills

    • Detail Oriented
    • Persistence
    • Teamwork
    • Verbal Communication Skills

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