Retention Associate (Remote First)

3 months, 4 weeks ago
Full-time
Junior
Customer and Technical Support
Zensurance

Zensurance

Zensurance is Canada's trusted commercial insurance broker, offering low-cost coverage starting at $19/month. With instant quotes and savings up to 35%, they simplify insurance for small businesses.

Insurance
51-250
Founded 2016
$1M raised

Description

  • Manage billing inquiries, proactively contact clients to collect payments, and resolve billing discrepancies.
  • Assist broker teams with cancellations, reinstatements, and general billing support.
  • Triage incoming emails and voicemails so licensed brokers can focus on more complex work.
  • Review new billing contract data and audit files to ensure compliance with internal guidelines and process standards.
  • Recommend process improvements that streamline work with financing companies and improve the customer journey.
  • Monitor Slack alerts, schedule automated client messaging, and complete data clean-up projects to maintain accuracy and reliability.
  • Work closely with customers and external financing partners to resolve billing hurdles and keep accounts on track.

Requirements

  • Valid RIBO license is mandatory.
  • 1+ year of experience handling administrative tasks, data entry, or high-volume operational workflows.
  • Strong client-first mindset with an orientation toward helping both internal colleagues and external customers.
  • Excellent phone and interpersonal communication skills.
  • Ability to translate technical billing issues into clear solutions.
  • Sharp attention to detail with the ability to multitask in a fast-paced, dynamic environment.
  • A collaborative, team-oriented approach with initiative and a willingness to learn quickly.
  • Comfort using Google Workspace, Slack, Zoom, and modern CRM/office software.

Benefits

  • Remote-first setup for added flexibility.
  • Home office allowance to create a comfortable workspace.
  • Top-tier tech equipment provided through an in-home office setup.
  • Half days before public holidays.
  • Flexible health and dental plans for families, including mental health support.
  • Health and personal spending accounts.
  • Parental leave top-up.
  • Education assistance reimbursement for courses, conferences, books, and memberships.

Interested in this position?

Apply directly on the company website

Apply Now

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