Commercial Insurance Broker - Elite Accounts (Remote First)

Remote; San Francisco (CA); Remote; USD 90,000 - 150,000; Full time

Benefits offered by this job

Remote-first setup

Home office allowance

Tech equipment

Half days before public holidays

Job summary

Zensurance is redefining commercial insurance for Canadian businesses. We’re seeking an elite sales professional to onboard new clients, manage a high-value book, and act as a trusted advisor from day one.

You will leverage BMS and Salesforce to streamline workflows, collaborate with underwriters, and ensure accurate policy data while delivering proactive value through the policy lifecycle.

Qualifications

• Licensing with broker license for your province
• 5+ years of commercial insurance experience
• Strong ability to translate insurance jargon into clear language
• Auditing renewals and understanding legislative shifts
• Strategic partner mindset rather than a vendor

Responsibilities

• Strategic onboarding of new customers and establishing trust from day one.
• Managing an existing book of business by issuing certificates and processing endorsements for large accounts.
• Carefully reviewing all new submissions and policy data for accuracy.

Skills

Excellent communications

Workflow efficiency

High-impact collaboration

Solution-oriented drive

Exceptional organization

Education

CIP/CAIB/CRM designation bonus

Tools

BMS

Salesforce

Job description

About Us:

Zensurance is redefining commercial insurance for Canadian businesses. As a leading InsurTech, we make getting the right coverage simple, fast, and accessible through a digital-first experience. Our platform combines advanced technology with deep industry expertise to deliver tailored insurance solutions that help businesses thrive.

Zensurance has been recognized for its rapid growth and industry impact:

• Deloitte’s Technology Fast 50 (2023, 2024, 2025)

• Deloitte’s Technology Fast 500 (2024, 2025)

• Top Insurance Employers (2022)

At Zensurance, we value ownership, collaboration, and innovation. Our team thrives on solving complex challenges, challenging the status quo, and making a real impact in an industry ready for change. If you're looking to build something meaningful in a fast-growing, customer-focused company, we’d love to hear from you!

Responsibilities:

• Strategic Onboarding: Effectively onboarding new customers and establishing yourself as their trusted advisor from day one.

• The Circle of Protection: Managing an existing book of business by issuing certificates and processing endorsements for large, complex accounts.

• Forensic Policy Review: Carefully reviewing all new submissions and policy data for accuracy.

• Risk Architecture: Processing remarkets and designing risk mitigation strategies (reviewing leases, contracts, and loss controls).

• Year-Round Stewardship: Providing consistent value throughout the policy lifecycle, ensuring the renewal is a mere formality through proactive relationship management.

Requirements:

• Licensing & Commercial Experience: You hold a valid broker license for your province and have 5+ years of commercial experience. Previous experience handling high-premium, complex commercial files is strongly preferred.

• Deep Insurance IQ: A CIP, CAIB, or CRM designation is a significant bonus. You have the technical depth to perform audits on renewals and stay ahead of legislative shifts.

• The Elite Mindset: You align your success with the client’s growth and act as a strategic partner rather than a vendor.

• Excellent Communications: You can translate complex insurance jargon into clear, professional language.

• Workflow Efficiency: Ability to utilize a BMS, Salesforce, or other digital tools to streamline workflows and manage high-volume client data with precision.

• High-Impact Collaboration: You’re a strong advocate for your clients with Underwriters and a leader of accountability within your internal team.

• Solution-Oriented Drive: You approach challenges with persistence and agility, consistently meeting set targets through innovative risk solutions.

• Exceptional Organization: You have strong prioritization skills and the flexibility to manage a diverse, high-complexity portfolio simultaneously.

Join Our Sales Team - Empowering Businesses, Building Careers

At Zensurance, we believe sales is about building relationships, providing value, and growing together. Here's what makes our team special:

• We Fuel Your Growth: We invest in your learning with a broad training schedule in your first three months. We have an open feedback culture and provide constant goal setting to help you advance your career.

• A Culture of Support & Innovation: You'll have the software and technology to manage client interactions, including our in-house Broker Management System (BMS). We give you the tools you need to succeed.

• Delivering Value to Canadian Businesses: You'll empower Canadian small businesses with a simple approach to insurance. We work with over 50 providers, using our technology to quickly compare quotes. You'll provide expert advice, ensuring clients get the best coverage and price, with in-house claims support.

• Leaders Who Support Your Success: Our sales leaders mentor and guide you, offering regular one-on-one meetings and daily team support.

• Clear Career Growth: Our well-defined growth tracks show you what's needed to take your career to the next level, aligning with your skills and ambitions.

Benefits & Perks at Zensurance:

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.

• 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!

Who We Are:

Business is hard work, but insurance doesn’t have to be! We empower business owners with simple, tech-driven insurance solutions through our online platform. Our success is fueled by our team-oriented culture and four core values:

• DELIVER – We set ambitious goals and achieve them.

• INCLUDE– We foster an open and safe space for all.

• INTEGRITY– We do what’s right.

• INVENT– We create straightforward, innovative solutions.

AI Tools and Your Interview: We know AI is a valuable tool, and you're welcome to use it to prepare for your interview. However, please don't use AI assistants during the live interview itself. We want to have an authentic conversation with you, and using AI during the interview could affect our evaluation of your suitability for the role. Just so you know, we use an AI scribe to help us take notes and review interviews, ensuring a fair and clear process.

Diversity & Inclusion:

Zensurance celebrates diversity and is committed to creating an inclusive environment. We welcome applications from all backgrounds and provide accommodations throughout the hiring process. If you need support, let us know, we’re here to help.

Thank You! We review every application with care to find the best fit for our team. While we may take a little time to get back to you due to the high volume of applications we receive, know that a real human (not a bot!) is reviewing yours. We appreciate your patience and can't wait to learn more about you!