Accounts TSR (Hybrid)

Posted 3 Days Ago
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Toronto, ON
Hybrid
Junior
Insurance
The Role
The Accounts TSR manages communication with clients and brokers, processes billing contracts, schedules messages, and ensures compliance with internal guidelines. They also recommend operational improvements and perform administrative tasks to enhance customer experience.
Summary Generated by Built In

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)

Deloitte’s Technology Fast 500 (2024)

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!


At Zensurance, teamwork is key to our success. The Accounts Technical Service Representative (TSR) will work with our Account Operations team to ensure processes and system documentation are followed and updated. They will strive to assist the team in updating clients' insurance requests. 


This is a hybrid role. This position will be required to attend the office (downtown Toronto) at minimum 3 days per week.

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.
  • Other duties as required.

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.

Nice to have:

  • Insurance background of any type (no insurance license required)
  • Data entry/ analytics background

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.


💻 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 accounts to invest in wellness your way

• Parental leave top-up, because family comes first


🚀 Investing in Your Growth


• Education assistance reimbursement for courses, conferences, books, and memberships

• Opportunities to learn from industry experts and grow your career


🤝 Staying Connected


• Weekly Friday huddles to share updates and connect across teams

• Virtual & in-person team-building events to strengthen our culture


We’re building something special. Come be a part of it!


Who We Are:


Business is hard work, but insurance doesn’t have to be!


We empower business owners with simple, tech-driven insurance solutions through our online platform. 


Our success is fueled by our team-oriented culture and four core values:


DELIVER – We set ambitious goals and achieve them.

INCLUDE– We foster an open and safe space for all.

INTEGRITY– We do what’s right.

INVENT– We create straightforward, innovative solutions.


Diversity & Inclusion:


Zensurance celebrates diversity and is committed to creating an inclusive environment. We welcome applications from all backgrounds and provide accommodations throughout the hiring process. If you need support, let us know, we’re here to help.


Thank You!


We review every application with care to find the best fit for our team.


While we may take a little time to get back to you due to the high volume of applications we receive, know that a real human (not a bot!) is reviewing yours. We appreciate your patience and can't wait to learn more about you!

Top Skills

Google Workplace
Slack
Zoom
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The Company
Toronto, Ontario
232 Employees
On-site Workplace
Year Founded: 2016

What We Do

Zensurance is a Toronto-based technology company and leading source for small business insurance in Canada. We make it easy, quick, and affordable for startups, self-employed professionals, contractors, and small businesses to get insured. Through our highly regarded client support team and network of over 50 insurance providers, Zensurance provides customers with industry-leading premium savings and the confidence to thrive in today’s market. #Zensurance #WeAreZensurance

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