Accounts TSR (Hybrid)

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, teamwork is key to our success. The Accounts Technical Service Representative (TSR) will work with our Account Operations team to ensure processes and system documentation are followed and updated. They will strive to assist the team in updating clients' insurance requests.

This is a hybrid role. This position will be required to attend the office (downtown Toronto) at a minimum of 3 days per week.

Responsibilities:

• Receive & distribute notices and other third-party communications from our team email boxes.
• Manage and distribute website inquiries.
• Manage all mail processes, including registered mail and scanning letters to send to appropriate brokers.
• Triage emails and voicemails that are not assigned to brokers.
• Carefully review all new billing contract data for accuracy.
• Review, upload and release policy documents to clients.
• Schedule automated messages to clients on behalf of brokers.
• Call customers & insurance partners for non-insurance-related matters as needed.
• Process cancellations as needed. Ensure Auto-Renewal quote notes & statuses are accurate and updated as needed.
• Ensure files have been completed in accordance with our internal guidelines.
• Recommend operational improvements in our processes to help further improve the overall customer experience.
• Proactively liaise with insurance partners to improve communication and workflows to streamline our processes.
• Assist with clean-up projects to ensure files are accurate and processes have been followed.
• Monitor and act on applicable Alerts within our existing Slack channel groups.
• Review and maintain Policy reports on a weekly basis.
• Other duties as required.

Requirements:

• 1+ year of experience working with administrative tasks or data entry.
• Excellent attention to detail and follow-through.
• Excellent client service orientation for both external and internal stakeholders.
• Good interpersonal and communication skills.
• Effective organizational and time management skills.
• Ability to work effectively in a dynamic and fast-paced deadline-driven environment. Ability to multitask and deliver on time and quality.
• A team player with strong work ethics and a collaborative approach.
• Ability to proactively take initiative and learn quickly.
• Experience with Zoom, Google Workplace, Slack, or similar office software.

Nice to have:

• Insurance background of any type (no insurance license required)
• Data entry/analytics background

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.