Home and Auto Insurance Advisor selling digital personal insurance for PolicyMe. Managing inbound leads, closing policies, and improving customer - first sales processes.
About the role
- Commercial Insurance Broker supporting Accounts, New Business, or Renewals for Zensurance’s digital-first commercial insurance platform. Advising clients, managing policies, growing revenue, and retaining accounts.
Responsibilities
- Report to a Team Lead and align with Accounts, New Business, or Renewals
- Onboard new clients and serve as the main point of contact for client requests
- Review submissions, process endorsements, issue certificates of insurance, and execute policy modifications
- Conduct mid-term reviews to identify upselling and cross-selling opportunities
- Analyze and execute remarkets with insurance partners
- Engage inbound leads to advise and convert requests into clients; no cold calling required
- Evaluate prospective clients’ risks and recommend and cross-sell coverage packages
- Guide clients from initial quote to closed sale and explain coverage terms in plain language
- Share pipeline updates and insights to optimize pricing models, conversion strategy, and program offerings
- Lead renewal outreach to retain business
- Perform gap analyses and sell supplementary coverage lines
- Liaise with insurance partners to negotiate pricing structures and secure renewal coverage packages
- Review policy data for accuracy across renewal documentation
Requirements
- Valid broker license with 1+ years of insurance experience
- Active RIBO license is highly desirable
- Skilled at translating complex insurance concepts into simple language
- Skilled at working with colleagues, underwriters, and partners
- Attention to detail in policy accuracy and a target-driven mindset
- Strong prioritization skills to manage a portfolio of clients and tasks simultaneously
- Proven ability to leverage digital tools and a BMS to manage client portfolios efficiently
Benefits
- Remote-first setup for added flexibility
- Home office allowance to create a comfortable workspace
- “Office in a box” with all necessary tech equipment
- Half days before public holidays
- 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
- 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
- Performance-based bonus paid quarterly, with multipliers for performance over target
- Diversity and inclusion accommodations throughout the hiring process
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