C$68K – C$80K/yr
Role overview
Job description
Accounts (Client Care & Policy Management):
Portfolio Stewardship: Onboard new clients and serve as the main point of contact for client requests.
Policy Servicing: Review submissions, process endorsements, issue certificates of insurance, and execute policy modifications.
Organic Revenue Growth: Conduct mid-term reviews to identify upselling and cross-selling opportunities. that close coverage gaps.
Remarketing: Analyze and execute remarkets with insurance partners to ensure clients maintain optimal coverage and pricing.
New Business (Sales Focussed):
Drive Inbound Conversion: Engage inbound leads provided by Zensurance to advise and convert requests into clients. No cold calling required!
Consultative Selling: Evaluate prospective clients' risks to recommend and cross-sell coverage packages.
End-to-End Deal Execution: Guide clients through the pipeline from initial quote to closed sale, explaining coverage terms in plain language.
Pipeline Management: Share flow updates and insights to help optimize pricing models, conversion strategy, and program offerings.
Renewals (Sales Focussed):
Maximize Retention: Lead outreach for the renewal lifecycle, leveraging client relationships to retain business.
Upsell & Coverage Growth: Perform gap analyses on renewing policies to identify exclusions and sell supplementary coverage lines.
Commercial Negotiation: Liaise with insurance partners to negotiate pricing structures and secure coverage packages for renewing accounts.
Account Auditing: Review policy data to ensure accuracy across all renewal documentation.
Licensing & Experience: Valid broker license with 1+ years of insurance experience. Holding an active RIBO license is highly desirable.
Clear Communication: Skilled at translating complex insurance concepts into simple language.
Collaboration: Skilled at working with colleagues, underwriters, and partners to deliver service.
Detail & Solution-Oriented: Attention to detail in policy accuracy paired with a target-driven mindset.
Organization: Strong prioritization skills to manage a portfolio of clients and tasks simultaneously.
Technical & Workflow Efficiency: Proven ability to leverage digital tools and a BMS to manage client portfolios efficiently.
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Application Review: We look for customer-centric brokers who thrive in high-volume environments.
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Recruiter Screen: An introductory interview to discuss your experience, learn about Zensurance, and ask questions.
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Team Lead Interview: A conversation with two Team Leads covering your experience, past accomplishments, and technical insurance skills.
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Offer: Welcome to Zensurance!
About this listing
- Source: Zensurance's official careers site (via Lever) · last confirmed on the source 27 Oct 2026
- Posted 2 Oct 2026
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What they are looking for
Skills & requirements
Qualification
Licensing & Experience: Valid broker license with 1+ years of insurance experience. Holding an active RIBO license is highly desirable
Department · Brokering
Hiring company
Zensurance
At Zensurance we simplify the process of getting commercial insurance for your business. Get a free online quote!
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