Audit Associate-work From Home - Red Deer, Canada - Surex

Surex

Verified Company

Red Deer, Canada

4 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

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 standup 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:

13 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 multitask and prioritize in a fastpaced 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

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