Team Lead, Accounts Retention (Remote First) at Zensurance

Toronto, Ontario, Canada

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

InsurTech, InsuranceIndustries

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

Responsibilities

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
Be accountable for managing and driving performance to exceed company targets, by conducting team meetings and impactful performance plans to elevate results
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
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

Skills

Key technologies and capabilities for this role

LeadershipCoachingMentoringProcess ImprovementPerformance ManagementCustomer ExperienceAccounts RetentionTeam ManagementInsurance BrokerageClient Retention

Questions & Answers

Common questions about this position

Is this position remote?

Yes, this is a remote-first position.

What are the key responsibilities of the Team Lead role?

The role involves mentoring and coaching a team of Accounts Brokers, driving performance to exceed targets through team meetings and one-on-ones, implementing best practices for policy retention, managing escalations, and assisting with onboarding and training.

What skills or qualities are essential for this Team Lead position?

Strong coaching and mentoring abilities, leadership to inspire and drive performance, process improvement expertise, and a focus on customer experience are essential.

What is the company culture like at Zensurance?

Zensurance values ownership, collaboration, and innovation, with a team that thrives on solving complex challenges, challenging the status quo, and making a real impact in a fast-growing, customer-focused company.

What makes a strong candidate for this Team Lead role?

Candidates who excel in coaching and mentoring, process improvement, leadership to drive team performance, and delivering exceptional customer experiences will stand out.

Zensurance

Simplifies commercial insurance for small businesses

About Zensurance

Zensurance simplifies the process of obtaining commercial insurance for small businesses in Canada. Acting as a brokerage, it connects small business owners with various insurance providers to offer products like liability insurance, cyber liability insurance, and commercial auto insurance. By utilizing advanced technology, Zensurance reduces operational costs, allowing them to provide competitive rates and a streamlined purchasing experience. Unlike many competitors, Zensurance offers 24/7 support through a dedicated claims team, ensuring clients receive assistance whenever needed. The company's goal is to empower small businesses by making insurance accessible and affordable, while also providing educational resources to help owners understand their insurance needs.

Toronto, CanadaHeadquarters

2016Year Founded

$13.2MTotal Funding

ACQUISITIONCompany Stage

Fintech, Financial ServicesIndustries

51-200Employees

Benefits

Remote Work Options

Hybrid Work Options

Comprehensive and Flexible Health and Dental Plans

Health Savings Account/Flexible Spending Account

Parental Leave

Home Office Stipend

Risks

Increased competition from InsurTech startups may erode market share.

Rising customer expectations require continuous innovation in technology and services.

Potential regulatory changes in Canada could impact operations and compliance costs.

Differentiation

Zensurance simplifies insurance for small businesses with a tech-driven approach.

They offer curated insurance packages tailored to specific industry needs.

Zensurance provides 24/7 claims support, enhancing customer satisfaction and loyalty.

Upsides

AI-driven underwriting enhances personalized insurance offerings for small businesses.

Embedded insurance trends offer new distribution channels for Zensurance.

Growing demand for cybersecurity insurance aligns with Zensurance's product expansion.

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