About Surex

Surex is Canada’s largest online Insurance Marketplace™. We are proudly a digital-first company, with a core focus on insurance innovation and customer service excellence powered by industry-leading technology. Surex has been named one of the Globe & Mail's Top Growing Companies, recognized by the Fintech Business of the Year Awards and listed on Canadian Business' Growth 500 for three years in a row. We have also been designated as a "Top Insurance Workplace" by Insurance Business Canada.

At Surex, our mission is to protect Canadians. Our humble roots began in small town Alberta, and we have grown to offer insurance in nine provinces and all territories. More than one million Canadians choose to shop, compare and purchase insurance on our site every year.

Most importantly, Surex is a people-first company. We strive to craft the best experience for our employees by creating an inclusive, collaborative, challenging, and remote first-environment where insurance professionals can learn and solve problems on a daily basis. 

We are looking for a highly motivated and driven Account Manager to join our rapidly growing team.

About the role: The Account Manager will be allocated a book of business and be the main point of contact to assess client’s insurance needs. This position is both a mix of sales and service, with a core focus of retaining the book of business being allocated.

Responsibilities & Duties:

• Assess clients’ needs and provide accurate insurance advice to cater to client’s satisfaction

• Provide solutions to clients changing insurance needs while adhering to underwriting criteria set by our insurance partners

• Actively pursue client referrals from the book of business being allocated

• Answer inbound calls and respond to online inquiries

• Provide quotations, and routine follow-up with leads to bind new business (home, auto, small business)

• Prompt response time when modifying, and adding further coverage to clients existing policies

• Provide claims counselling or advice within the carrier guidelines

• Maintain a working knowledge of Surex carrier portals, broker management systems, and policy management systems

• Participate in ongoing sales and service training programs

• Must be Licensed - Level 1 or 2 AIC

• Must be Spanish Fluent

• 1-3 years of broker experience or equivalent

• EPIC experience preferred

• Highly organized and detail oriented

• Ability to handle multiple tasks and duties simultaneously

• Strong verbal and written communication skills with friendly demeanor

• Independently motivated, with the ability to take on tasks and duties without immediate direction

• Ability to work in a fast-paced environment

• Advanced computer skills – good working knowledge of Microsoft suite considered an asset

What we offer:

• Competitive Base Salary

• 20% commission on new business sold

• Paid vacation

• Paid flex days

• Medical and Dental Benefits

• Ability to work from home

• Secure future in the digital space

• Ongoing training and development programs

Ready to Join Us?

If you're a motivated professional ready to grow your career with a modern, supportive brokerage, we want to hear from you. Apply now and be part of a company where your success is our priority.

How to Apply:

Apply directly through the link provided.

Surex Insurance is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.