Managing Broker overseeing Quebec brokerage compliance, transactions, and agent support for eXp Realty’s cloud - based real estate brokerage. Driving technology adoption, training, and provincial operational excellence remotely.
About the role
- Commercial Account Broker at Zensurance providing guidance and customer experience for Canadian businesses. Managing existing clients and no cold calling or prospecting requires as leads are provided.
Responsibilities
- Supporting and effectively onboarding new customers.
- Carefully reviewing all new submissions and policy data for accuracy while managing complex policy changes.
- Managing the existing book of business by issuing certificates and processing endorsements for large and complex accounts.
- Identifying opportunities for upselling and cross-selling within the current book of business to ensure a "Circle of Protection."
- Processing remarkets to ensure clients consistently maintain the most competitive and comprehensive coverage available.
- Serving as the primary point of contact for mid-term reviews and year-round account maintenance.
Requirements
- You hold a valid broker license for your province and have 1+ years of P&C experience. Previous commercial broking experience is strongly preferred.
- CIP, CAIB, or CRM designation is a bonus.
- You're skilled at translating complex insurance concepts into simple, clear language that clients appreciate.
- Proven ability to utilize a BMS or other digital tools to streamline your workflows and manage high-volume client data.
- You thrive working with colleagues, underwriting teams, and partners to achieve shared goals and deliver seamless service.
- You approach challenges with persistence and agility, consistently meeting set targets and finding innovative solutions.
- You have strong prioritization skills and demonstrated flexibility in managing a diverse portfolio of clients and tasks simultaneously.
- You maintain a sharp attention to detail, ensuring accuracy in all policy and account management processes.
Benefits
- 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
- 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
- Education assistance reimbursement for courses, conferences, books, and memberships
- Opportunities to learn from industry experts and grow your career
- Weekly Friday huddles to share updates and connect across teams
- Virtual & in-person team-building events to strengthen our culture
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