Founded in 2012, Surex is Canada’s fastest growing online Insurance Marketplace™. Surex's growth has been awarded by the Fintech Business of the Year Awards, Canadian Business' Growth 500 3 years in a row, and the Globe & Mail's Top Growing Companies as a leading Canadian insurtech company in the insurance brokerage space. Recently we were acknowledged for "Top Insurance Workplace" from Insurance Business Canada and 50 Top Workplaces by Silicon Review in 2019 & 2020. And we are just getting started!

At Surex, our mission is to give security, transparency, and comfort to Canadians. Currently we have 60,000+ policy holders across 9 Provinces and Territories. We are investing in increasing our capacity to scale and have goals of reaching 500,000+ customers.

We are a people first company that strives to create the best experience for our employees by creating an inclusive, collaborative, challenging environment to learn and problem solve on a daily basis.

We are currently looking for a highly motivated and committed Audit - Associate to join Surex’s Magrath, Alberta office.

About the role:
Reporting to the Audit- Team Lead, the primary goal of the Audit- Associate is to support our advisors and clients. Through building rapport and establishing trust you will assess clients existing policies to help find solutions for their changing insurance needs. Your prior customer service and analytical mindset will be key in Surex’s continued growth. Thorough training will be provided to help set you up for success and provide opportunity to advance and grow within the company.

Responsibilities & Duties:

• Respond to all online inquiries from advisors
• Prompt response time when communicating with advisors
• Thorough review of our new business and renewing policies, change requests on existing policies, reinstatements or cancellation requests, with the ability to compare the current documents with most recent downloaded documentation to ensure they are the same. Any discrepancies should be noted and sent the corresponding advisor with the insureds file
• Maintain a working knowledge of Surex carrier portals when needed, and policy management systems
• Complete tasks efficiently and with a sense of urgency and accuracy, meeting Surex’s service level agreements
• Participation in daily stand-up meetings and weekly support services meetings
• Participation in training and development programs
• Work with other team members and customers to better understand current processes to detail suggestions, efficiencies, or improvements

Qualifications & Skills:

• 1-3 years of customer service experience or equivalent
• Powerbroker knowledge is considered an asset
• Zendesk knowledge is considered an asset
• Motivated with a dedicated work ethic and a positive outlook
• Ability to multi-task and prioritize in a fast-paced work environment
• Results driven, strong initiative to achieve individual and team goals
• Ability to adapt to and embrace change and technology solutions
• High customer service standards (Prompt, responsible, reliable, courteous, friendly)

What we have to offer:

• Competitive Salary
• Paid Vacation & Flex Days
• Group Benefits
• Secure Future in the Digital Space
• Room to Advance your career
• Work from Home Options*

Surex is dedicated to a policy of nondiscrimination on any basis including race, color, creed, religion, national/ethnic origin, sex, age, family status, or sexual orientation. We are committed to improving access and opportunities for all individuals, including those with disabilities by identifying and removing barriers that may prevent, inhibit, or restrict their access to employment opportunities. If you require accommodation at any stage of our recruitment and selection process, please contact us at 1-855-242-6612.

Please note that all applicants must be legally eligible to work in Canada and must be willing to consent to a background check.

We thank all candidates for their interest. However, only those selected for an interview will be contacted.

To learn more about Surex.com, please visit our website at www.surex.com.


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