Zensurance

Insurance

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

Commercial Insurance Retention Associate

• Support and advise clients as soon as they report a claim.
• Provide a supportive ear and insurance expertise to clients who have suffered a loss.
• Actively manage and maintain open claims files.
• Serve as the main contact and follow up on any unresolved issues or abeyances.
• Assist with the administration and upkeep of our claims document management system.
• Support the creation and review of internal process flows, job aids, guides, and lesson plans.
• Advocate for the client during the entire claims process, escalating issues whenever necessary.
• Take a proactive approach to challenges, working ahead to prevent potential issues.

Commercial Insurance Claims Advisor – Remote First

Broker

• Supporting and effectively managing the renewal process for existing customers within your account portfolio to ensure seamless retention.
• Carefully reviewing all account policy data for accuracy and ensuring zero errors in client documentation.
• Maintaining effective communication with clients to fully understand their unique insurance requirements and making strategic recommendations.
• Advising customers on "silent exclusions" or gaps in coverage and recommending additional lines to strengthen their risk architecture.
• Liaising with insurance partners to negotiate and create the best possible insurance packages for each client.

Commercial Renewals Broker

• Supporting and effectively onboarding new customers.
• Carefully reviewing all new submissions and policy data for accuracy while managing complex policy changes.
• Managing the existing book of business by issuing certificates and processing endorsements for large and complex accounts.
• Identifying opportunities for upselling and cross-selling within the current book of business to ensure a "Circle of Protection."
• Processing remarkets to ensure clients consistently maintain the most competitive and comprehensive coverage available.
• Serving as the primary point of contact for mid-term reviews and year-round account maintenance.

Commercial Insurance Retention Associate

Commercial Insurance Claims Advisor – Remote First

Commercial Renewals Broker

Commercial Accounts Broker