Commercial Lines Assistant

Schill Insurance Brokers Ltd; Surrey; On-site; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive benefits

RRSP matching

Paid education and licensing

Team-oriented environment

Vacation: 3 weeks

Wellness spending account

No Sunday shifts

On-site parking

Job summary

Schill Insurance Brokers Ltd is seeking a Commercial Lines Account Associate to support our Strata team and Commercial Lines operations. You will help ensure client files are accurate, documentation complete, and billing processes run smoothly, enabling the team to focus on building strong client relationships.

Join a family-operated BC brokerage that values people, offers competitive salary and benefits, and provides licensing assistance.

Qualifications

• High school diploma.
• Strong organizational and time management skills.
• Excellent communication and interpersonal abilities.
• High attention to detail and accuracy.
• Ability to handle confidential information with discretion.

Responsibilities

• Answer and direct incoming calls, assisting clients when possible.
• Respond to client inquiries and route requests to the appropriate team member.
• Collaborate with Account Managers and Account Executives to maintain complete and up-to-date client files.
• Process renewals, endorsements, cancellations, and new business.
• Enter policy updates into Epic and insurer portals.
• Prepare certificates of insurance, binders, invoices, and client correspondence.
• Maintain expiry lists and assist with renewal preparation.
• Coordinate billing: collect premiums and record payments in Epic.
• Stay organized and confidential client records.

Skills

Organization

Time management

Communication

Discretion

Team player

Education

High school diploma

Tools

Epic

Insurer portals

Job description

The Role

As a Commercial Lines Account Associate, you’ll be theoperational backbone of our Commercial Lines team (Strata department). You’ll support AccountManagers and Account Executives by ensuring client files are accurate,documentation is complete, and billing processes run smoothly. Your attentionto detail and organization help deliver a seamless, 5-star client experiencewhile enabling the team to focus on building strong client relationships.

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Who You Are

• Organized anddetail-oriented-you take pride in accuracy and keeping things on track
• Reliable andprofessional-you handle confidential information with care
• Team-oriented-you enjoysupporting others and contributing to shared success
• Clear communicator-youfollow through and ask questions when needed
• Proactive anddependable-you anticipate needs and stay ahead of deadlines
• Adaptable andefficient-you manage multiple priorities in a fast-paced environment
• Positive andcollaborative-you bring a supportive attitude to the workplace

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What You’ll Be Responsible For

Support Client & Team Operations

• Answer and directincoming calls, assisting clients when possible
• Respond to clientinquiries and route requests to the appropriate team member
• Collaborate with AccountManagers and Account Executives to maintain complete and up-to-date clientfiles
• Help ensure timelinesand service standards are consistently met

Manage Documentation & Policy Administration

• Process renewals,endorsements, cancellations, and new business in accordance with companyprocedures
• Accurately enter policyupdates, activities, and notes into Epic and insurer portals
• Prepare certificates ofinsurance, binders, invoices, and client correspondence
• Maintain expiry listsand assist with renewal preparation
• Process incoming mailand ensure all documentation is properly stored
• Follow up on outstandingunderwriting requirements and client requests

Coordinate Billing & Payments

• Collect agency anddirect bill premiums and record payments accurately in Epic
• Assist with accountsreceivable follow-ups and outstanding insurer notices
• Support administrationof payment plans
• Work with accounting andthe Commercial Lines team to ensure billing accuracy and timely processing

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Stay Organized and Efficient

• Maintain accurate andconfidential client records
• Prioritize tasks andmeet deadlines in a fast-paced environment
• Ensure all processes anddocumentation meet company standards

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What You Bring

Must-Haves

• High school diploma
• Strong organizationaland time management skills
• Excellent communicationand interpersonal abilities
• High attention to detailand accuracy
• Ability to handleconfidential information with discretion

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Nice-to-Haves

• Experience in commercialinsurance or a similar administrative role
• Level 1 GeneralInsurance License (would be happy to help obtain in the first 6 months ofemployment)
• Familiarity with Epicand insurer portals
• Understanding ofinsurance documentation and billing processes
• Background in customerservice or a client-facing role

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About Us

At Schill Insurance, we’ve grown from a small, one-personoffice into a trusted brokerage with multiple locations across BritishColumbia. While we’re part of a larger national network, we’ve stayed true toour roots as a family-operated business that values people first.

Our culture is built on curiosity, collaboration, andcontinuous growth. We invest in our team through coaching, training, anddevelopment opportunities—because when our people succeed, so do our clients.

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Why Join Schill Insurance?

• Competitive salary andcomprehensive benefits package
• Extended health, dental,vision care, and RRSP matching
• Paid education,licensing, and professional development
• Supportive,team-oriented work environment
• Opportunities for careergrowth and advancement
• Work-life balance withconsistent scheduling and no Sunday shifts
• Three weeks (15 days) ofvacation to start
• Three paid “You” daysper year (volunteer day, personal day, and your birthday off with pay)
• $600 annual wellnessspending account

As part of our hiring process, successful candidates mustconsent to a background/credit check and employment verification screening before starting employment.

Benefits:

• Company events
• Dental care
• Disability insurance
• Employee assistanceprogram
• Extended health care
• Life insurance
• On-site parking
• Paid time off
• RRSP match
• Vision care
• Wellness program

Work Location: In person