Client-Centric Personal Lines Advisor

Schill Insurance; Surrey; On-site; CAD 60,000 - 75,000; Full time

Benefits offered by this job

Salary + benefits

Health & dental

RRSP matching

Licensing support

Growth opportunities

Work-life balance

Vacation time

You days & wellness

Job summary

Schill Insurance seeks a Personal Lines Service Account Manager to manage a high-volume book and provide responsive service for day-to-day insurance needs. You will collaborate with branches to ensure smooth handoffs and consistent client experiences.

You will renewals, policy changes, and new business within guidelines while staying current on Personal Lines products and insurer requirements. This role emphasizes accuracy, file documentation, and teamwork.

Qualifications

• Level 1 general insurance license, commitment to Level 2
• Working knowledge of Personal Lines products, markets, and coverages
• Comfort using Epic, insurer portals, and other tools used to manage client accounts
• Understanding of documentation, accuracy, and E&O requirements

Responsibilities

• Respond to client calls, emails, and service requests in a timely and professional manner.
• Help clients understand their coverage, options, and next steps when questions or changes arise.
• Manage renewals and ongoing account needs, including remarketing, policy changes, cancellations, payments, and eligible new business within established service guidelines.
• Process policy transactions accurately and in line with Schill procedures.
• Maintain complete and accurate records in Epic, including timely documentation of client conversations and policy activity.
• Prioritize activities and follow up on outstanding client, underwriting, and billing items within established service timelines.
• Work closely with Personal Lines Account Managers across our branches to ensure smooth client handoffs and follow-through.
• Communicate clearly when additional client information, contact, or action is required.
• Support Service Team teammates during peak periods and contribute to consistent, efficient ways of working.
• Stay current on Personal Lines products, coverages, insurer requirements, systems, and market changes.
• Use available resources and feedback to strengthen technical knowledge and service skills.
• Proactively earn continuing education credits and continue developing within Personal Lines.

Tools

Epic

Insurer portals

Job description

Schill Insurance seeks a Personal Lines Service Account Manager to manage a high-volume book and provide responsive service for day-to-day insurance needs. You will collaborate with branches to ensure smooth handoffs and consistent client experiences.

You will renewals, policy changes, and new business within guidelines while staying current on Personal Lines products and insurer requirements. This role emphasizes accuracy, file documentation, and teamwork.