Retention Associate

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: Deloitte s Technology Fast 50 (2023, 2024, 2025) Deloitte s Technology Fast 500 (2024, 2025) Top Insurance Employers (2022) 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. Join Our Sales Team - Empowering Businesses, Building Careers At Zensurance, we believe sales is about building relationships, providing value, and growing together. Here's what makes our team special: We Fuel Your Growth We invest in your learning with a broad training schedule in your first three months. We have an open feedback culture and provide constant goal setting to help you advance your career. A Culture of Support & Innovation You'll have the software and technology to manage client interactions, including our in-house Broker Management System (BMS). We give you the tools you need to succeed. Delivering Value to Canadian Businesses You'll empower Canadian small businesses with a simple approach to insurance. We work with over 50 providers, using our technology to quickly compare quotes. You'll provide expert advice, ensuring clients get the best coverage and price, with in-house claims support. Leaders Who Support Your Success Our sales leaders mentor and guide you, offering regular one-on-one meetings and daily team support. Clear Career Growth Our well-defined growth tracks show you what's needed to take your career to the next level, aligning with your skills and ambitions. Benefits & Perks at Zensurance: At Zensurance, we know that when our people thrive, so does our business. That s why we offer a flexible, people-first work environment designed to support your well-being, growth, and success. If you're looking for a team that values learning, collaboration, and impactful work, we d love to meet you! Work Your Way • 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 Your Health, Your Way • Flexible health and dental plans for families, including mental health support • Health & personal spending acc...