Team Lead, Accounts Retention (Remote First)
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Job Location:
Monthly Salary:
Posted on:
28 days ago
Vacancies:
1 Vacancy
Job Summary
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:
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 youre looking to build something meaningful in a fast-growing customer-focused company wed love to hear from you!
We are looking for a Team Lead to join our growing Accounts Retention Team! This is an excellent opportunity for an individual who thrives in process implementation and improvement coaching and mentoring a team of brokers striving to provide a first-class customer experience and finding out-of-the-box solutions to further our retention of our existing clients.
Reporting to the Associate Director of Accounts in this role you will be required to mentor and coach a team of Accounts Brokers in addition to monitoring and improving best practices and process improvement for our clients. Customer experience and coaching ability are at the core of this position seeking every opportunity to nurture your Accounts team members to deliver results.
Responsibilities
- Leadership
- Must continue to learn and inspire others to continue to learn as well.
- Build up others and inspire their colleagues to do things that are more challenging than what they might think they are capable of.
- Will be accountable for managing and driving performance to exceed company targets by conducting team meetings and impactful performance plans to elevate results.
- Must perform one-on-one meetings with each of their direct reports and work to discover action items to help them improve.
- Actively shadow team members and coach them to lift their performance to achieve desired levels.
- Assist in the onboarding and training of new talent and set them up for success.
- Other duties as assigned.
- Operations
- Prepare and follow up on progress trackers for direct reports.
- Implement best practices for retaining policies during cancellations.
- Create and train brokers on best practices to encourage clients cancelling their policies to return to Zensurance.
- Work closely with leads to ensure service business process and operations are consistent with quality standards.
- Manage and oversee escalations with integrity and direction to the client.
- Host and support internal audit preparation process and follow up.
- Manage and distribute Zen website inquiries and triage support emails and general voicemail inbox that is not assigned.
- Other duties as assigned.
Requirements
- RIBO license required.
- Over 3 years of broking experience.
- Over 3 years of retention/collections experience.
- At least one year of people management or mentorship experience.
- Persistence and agility to meet set targets consistently.
- Ability to communicate effectively with multiple stakeholders.
- Attention to detail and demonstrated flexibility in managing multiple clients at a time.
- CAIB/CIP would be an asset.
- Experience working in a call center would be an asset.
Join Our Sales Team - Empowering Businesses Building Careers
At Zensurance we believe sales is about building relationships providing value and growing together. Heres what makes our team special:
We Fuel Your Growth
We invest in your learning with a broad training schedule in your first three months. We have an open feedback culture and provide constant goal setting to help you advance your career.
A Culture of Support & Innovation
Youll have the software and technology to manage client interactions including our in-house Broker Management System (BMS). We give you the tools you need to succeed.
Delivering Value to Canadian Businesses
Youll empower Canadian small businesses with a simple approach to insurance. We work with over 50 providers using our technology to quickly compare quotes. Youll provide expert advice ensuring clients get the best coverage and price with in-house claims support.
Leaders Who Support Your Success
Our sales leaders mentor and guide you offering regular one-on-one meetings and daily team support.
Clear Career Growth
Our well-defined growth tracks show you whats needed to take your career to the next level aligning with your skills and ambitions.
Benefits & Perks at Zensurance:
At Zensurance we know that when our people thrive so does our business. Thats why we offer a flexible people-first work environment designed to support your well-being growth and success.
If youre looking for a team that values learning collaboration and impactful work wed love to meet you!
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
Were building something special. Come be a part of it!
Who We Are:
Business is hard work but insurance doesnt 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 whats right.
INVENT We create straightforward innovative solutions.
AI Tools and Your Interview:
We know AI is a valuable tool and youre welcome to use it to prepare for your interview. However please dont use AI assistants during the live interview itself. We want to have an authentic conversation with you and using AI during the interview could affect our evaluation of your suitability for the role.
Just so you know we use an AI scribe to help us take notes and review interviews ensuring a fair and clear process.
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 were 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 cant wait to learn more about you!
We may use artificial intelligence (AI) tools to support parts of the hiring process such as reviewing applications analyzing resumes or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed please contact us.
Key Skills
- Law Enforcement
- ABB
- Marine Biology
- Filing
- Automobile
- AV
About Company
At Zensurance we simplify the process of getting commercial insurance for your business. Get a free online quote!
