Licensed Insurance Assistant

Surex - Burlington, ON (30+ days ago)

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Surex is Canada's Fastest Growing Insurance Brokerage, Recently Named Again on The Growth 500 List by Canadian Business Magazine.

We Have Developed Our Own Software And Are Investing Heavily on Digital Marketing to Position Ourselves as a Best in Class Experience For Shopping For Personal Insurance. We Currently Operate in 6 Provinces And 2 Territories. With Over 40,000 Active Insurance Policies we Have Aggressive Plans to Expand to Over 500,000 Policies in The Next 10 years.

Surex is Seeking Licensed Insurance Assistant to Work Full Time For Our Burlington, ON office.

Supporting Our Broker Selling Team, You Will Assist in Processing Policy Changes and Client Inquiries. With Your Top Notch Customer Service And Insurance Experience, You Will be a Key Part of Surex's Growth. Thorough Training Will be Provided to Help Set You up For Success, and Provide Opportunity to Advance And Grow in The Company.

Benefits/Perks? Glad you asked.

  • Competitive Base Salary
  • Paid Vacation & Flex Days
  • RRSP/Benefits
  • Secure Future in The Digital Space
  • Room to Advance
  • Work from Home Options

What We Look For in Our Applicants:

  • Must Be RIBO Licensed (Level 1 or Higher)
  • Motivation, Work Ethic, And a Positive Outlook
  • Comfortable Multi-Tasking in a Fast-Paced Workplace
  • High Customer Service Standards (Prompt, Responsible, Friendly)
  • Proficient Using Company Portals
  • Able to Adapt to Change And Embrace Technology

Job description:

  • Answer In Bound Calls From Broker Force, and Client Base
  • Respond to Online Inquiries From Broker Force And Client Base
  • Hyper Focus to Listen and Understand Our Clients Needs, Urgency in Completion of Tasks
  • Processing Change Requests on Client Resource Management (CRM) System, And Company Portals
  • Participation in Daily Stand up Meetings & Weekly Support Services Meetings
  • Participation in Training And Development Programs

Job Type: Full-time

Salary: $40,000.00 to $50,000.00 /year


  • Insurance: 2 years (Preferred)


  • Burlington, ON (Preferred)


  • RIBO (Preferred)