zensurance - Retention Associate (Remote First)
Requirements
• Licensing: You hold a valid RIBO license. • Operational Foundation: 1+ year of experience handling administrative tasks, data entry, or high-volume operational workflows. • Client-First Mindset: A strong orientation toward both internal and external service—you enjoy helping colleagues and clients alike. • Communication Skills: Excellent phone and interpersonal skills, with the ability to translate technical billing issues into clear solutions. • Detail & Deadline Driven: Sharp attention to detail with the ability to multitask in a fast-paced, dynamic environment without losing accuracy. • Collaborative Spirit: A team player who takes initiative, learns quickly, and thrives in a collaborative, tech-forward set-up. • Digital Literacy: Comfortable using Google Workspace, Slack, Zoom, and modern CRM/office software.
Responsibilities
• Drive Financial Health: Manage billing queries and proactively connect with clients to collect payments and resolve discrepancies. • Broker Partnership: Assist our broker teams with mission-critical tasks, including processing cancellations, reinstatements, and general billing support. • Proactive Communication: Triage incoming emails and voicemails, ensuring licensed brokers can focus on complex needs while you handle the operational flow. • Accuracy & Compliance: Carefully review new billing contract data and audit files to ensure they meet our strict internal guidelines and process standards. • Operational Innovation: Recommend process improvements to streamline how we work with financing companies and improve the overall customer journey. • Tech-Driven Support: Monitor Slack alerts, schedule automated client messaging, and jump into clean-up projects to keep our data accurate and reliable.
Benefits
• 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. • If you're looking for a team that values learning, collaboration, and impactful work, we’d 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 • We’re building something special. Come be a part of it!
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