Accounts TSR

Summary

Join Zensurance, a scale-up InsurTech company, as an Accounts Technical Service Representative (TSR) to empower small businesses across Canada by offering a modern approach to insurance. This hybrid role will work with the Account Operations team to ensure processes and system documentation are followed and updated.

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 collaborative approach
• Ability to proactively take initiative and learn quickly
• Experience with Zoom, Google Workplace, Slack or similar office software

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

Benefits

• 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