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 70,000+ 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 Manager – Distribution West to join Surex’s Magrath, Alberta office.

About the role:
Reporting to the VP- Distribution (West) the Manager- Distribution (West) is primarily responsible for providing support to Advisors through training, communication, answering questions, and resolving client escalations. You are the local community leader, motivating and coaching your team to create a memorable experience for clients as well as driving the business forward through your strategic planning. By your leadership, the goals, purpose, and vision for the organization are brought into focus and executed by your ability to collaborate and build relationships. This role requires strong communication skills for interacting with multiple departments and our external partners, and an ability to self-manage and make decisions necessary for growth, while keeping stakeholder engagement.

We are currently in a work from home model but, this position may require to work out of our Magrath, AB office location. Travel may be required on a limited basis within province.

Responsibilities & Duties:

• Responsible for all day-to-day team management
• Lead on-boarding, initial training, and continued support of advisors in the use of Surex BMS, Applied Systems, Powerbroker, GoTo, Podium, Company & Carrier Portals, G-suite, Slack
• Work with VP to formulate strategy and operations for the department. Communicates, implements, and monitors to ensure goals and objectives are attained
• Responsible for ensuring that quality of service meets expected standards. Analyzes and resolves quality and customer service and sales issues. Follows up with clients as required or manages escalation of issues
• Accountable for overall staffing and leadership of the team - motivate staff to participate in company objectives as well as continuously keeping front-line staff informed of changes or new directions
• Responsible for the general administration of the team, including but not limited to IT, payroll and human resource changes and management including vacation coordination and approval for team members to ensure appropriate back-up and coverage
• Provides ongoing coaching, guidance and feedback regarding performance as well as facilitating continuous learning and development of direct reports ensuring urgent duties and productivity metrics are being achieved
• Track, organize, and present weekly & monthly reports to the VP of Distribution on advisor sales and productivity metrics
• Communicate with carrier BDM’s, under the direction of the VP of Distribution, when escalations occur
• Provide advisor feedback on company systems, procedures, workflows, etc
• Support the VP of Distribution with incentive programs and company activities
• Assist with In House/Vacation/Commercial/TSA advisor workloads when required
• Update carrier billing and company details when necessary
• Track and help facilitate Advisor License Renewals
• Contribute to and/or lead weekly advisor meetings
• Create and manage the monthly advisor evening/weekend calendar
• Pro-active engagement in modeling Surex’s Core Values and Culture
• Travel from time to time

Qualifications & Skills:

• Level 2 general insurance license
• 3-5 years’ working experience as Broker or equivalent
• 1-3 years of prior leadership or management experience
• Proficient knowledge of carrier portals and broker management tools or software including working experience with Powerbroker, Ring Central, GoTo, Podium and G-suite
• Excellent customer service skills and conflict resolution
• Strong organizational skills with demonstrated ability to handle multiple priorities successfully
• High sense of urgency and attention to detail
• High level of accountability and dependability
• Excellent communication, problem solving, and critical thinking ability

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.

We thank all candidates for their interest. However, only those selected for an interview will be contacted.
To learn more about Surex, please visit our website at www.surex.com.


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