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    • Engage with new and existing clients to understand their insurance needs and offer tailored solutions in home, auto, and commercial insurance.
    • You’ll thrive in a fast-paced environment, taking ownership of progress and collaborating with stakeholders to deliver outcomes quickly and effectively.
    • Ability to work in fast-paced and challenging environments.
    • Active insurance license in at least one of the provinces we do business in (NS, NB, NL, PEI, & ON),…
    • Direct experience working with automotive dealer principals, F&I departments, or broker partners on risk submissions, program design, or claims-related…
    • When appropriate to the maintenance of good customer service, field customer service requests (especially post-sale of one’s clients), and ensure the completion…
    • Manage an existing book of business by developing and maintaining relationships with clients to understand their personal insurance needs.
    • Having consultative conversations with warm, pre-qualified clients about their life insurance needs.
    • Health, dental, and an Employee Assistance Program (EAP),…
    • You’ll thrive in a fast-paced environment, taking ownership of progress and collaborating with stakeholders to deliver outcomes quickly and effectively.
    • Review and process endorsements, cover notes, and certificates of insurance for accuracy and completeness.
    • Process client requests including policy changes,…
    • Desirable competencies: adaptability, innovative, analytical, decision making, critical thinking, stellar communication, planning and organizing, team oriented.
    • Strong analytical and decision making skills.
    • Bilingue anglais-français (à l'écrit et à l'oral).
    • Foster a culture of continuous improvement and compliance.
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    • Comprehensive benefits package including medical, dental, and prescription coverage.
    • Willingness to learn and be coached through structured training.
  • View similar jobs with this employer
    • Comprehensive benefits package including medical, dental, and prescription coverage.
    • Willingness to learn and be coached through structured training.
    • Identifying client needs and recommending appropriate insurance solutions.
    • Hold, or be willing to obtain, the required insurance license(s).
    • Advisors are responsible for their own taxes and business expenses.
    • Enjoy the flexibility of working remotely from anywhere in Canada (where licensed), with the…
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Job Post Details

Surex logo

Licensed Insurance Broker (Remote) (AB) - job post

Surex
3.9 out of 5 stars
Calgary, AB•Remote
Full-time
You must create an Indeed account before continuing to the company website to apply

Job details

Job type

  • Full-time

Full job description

About Surex Insurance:

Surex Insurance has been shaking up the online insurance industry for over 12 years. We’re not your traditional brokerage — we combine cutting-edge technology with personalized service to provide home, auto, and commercial insurance to clients across Canada. Our mission? To simplify the insurance experience while helping Canadians get the right coverage — without the hassle.

We pride ourselves on a collaborative, forward-thinking environment where our brokers are empowered to succeed, supported by industry-leading tools and an incredible team. As we continue to grow, we’re looking for driven, client-focused sales professionals to join us.

This Role Offers:

✅ Remote work-from-home flexibility
✅ Warm inbound leads — no cold calling
✅ Commission-based structure with uncapped earning potential
✅ A collaborative team and full back-end support so you can focus on what you do best: selling

Key Responsibilities:

  • Engage with new and existing clients to understand their insurance needs and offer tailored solutions in home, auto, and commercial insurance.

  • Educate clients on coverage options, premiums, and the claims process to create a smooth, stress-free experience.

  • Drive revenue by identifying cross-selling opportunities and confidently presenting bundled solutions.

  • Build long-term client relationships based on trust, reliability, and results.

  • Own the follow-up process — conduct needs assessments, answer questions, and convert warm leads into satisfied clients.

  • Keep client records accurate and up-to-date using our internal systems.

  • Stay informed on industry trends, product changes, and regulatory updates to better support your clients.

Qualifications:

  • Alberta General Level 1 or Level 2 License

  • Strong background in sales with a track record of meeting or exceeding targets

  • Excellent communication and relationship-building skills

  • High self-motivation and a results-driven mindset

  • Comfortable working independently in a remote environment

  • Detail-oriented and organized with strong time management skills

  • Familiarity with Surex Insurance’s products is a bonus, but not required

What You’ll Get:

  • Competitive performance-based compensation

  • Warm, qualified inbound leads

  • Ongoing training and professional development

  • A supportive, fun, and high-energy team culture

  • Room to grow with a rapidly expanding company

Ready to Join Us?

If you're a motivated sales pro 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.

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