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Commercial Accounts Broker
ZensuranceCommercial Account Broker at Zensurance providing guidance and customer experience for Canadian businesses. Managing existing clients and no cold calling or prospecting requires as leads are provided.
About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- You hold a valid broker license for your province and have 1+ years of P&C experience. Previous commercial broking experience is strongly preferred.
- CIP, CAIB, or CRM designation is a bonus.
- You're skilled at translating complex insurance concepts into simple, clear language that clients appreciate.
- Proven ability to utilize a BMS or other digital tools to streamline your workflows and manage high-volume client data.
- You thrive working with colleagues, underwriting teams, and partners to achieve shared goals and deliver seamless service.
- You approach challenges with persistence and agility, consistently meeting set targets and finding innovative solutions.
- You have strong prioritization skills and demonstrated flexibility in managing a diverse portfolio of clients and tasks simultaneously.
- You maintain a sharp attention to detail, ensuring accuracy in all policy and account management processes.
Benefits
Comp & perks- 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
- Flexible health and dental plans for families, including mental health support
- Health & personal spending accounts to invest in wellness your way
- Parental leave top-up, because family comes first
- Education assistance reimbursement for courses, conferences, books, and memberships
- Opportunities to learn from industry experts and grow your career
- Weekly Friday huddles to share updates and connect across teams
- Virtual & in-person team-building events to strengthen our culture
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Policy ManagementCertificate IssuanceEndorsement ProcessingUpselling and Cross-SellingRemarketingData Accuracy ReviewClient Account Maintenance
Soft Skills
Clear CommunicationAttention to DetailPrioritizationAgilityCollaboration
Certifications
Valid Broker LicenseCIPCAIBCRM