Insurance Advisor

Schill Insurance Brokers Ltd.; Surrey; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Extended health care

Dental coverage

Vision care

RRSP matching

Paid licensing/education

Vacation 3 weeks

You days off

Wellness spending account

Job summary

Schill Insurance Brokers Ltd. is seeking a Personal Lines Account Manager to deliver exceptional service, manage policies, and grow the Personal Lines book.

You will greet clients, answer calls, handle inquiries, and produce professional correspondence while building strong client relationships. You will solicit, sell, and service Personal Lines for new and existing clients, underwriting renewals and communicating premium changes.

Qualifications

• Must have Level 2 General Insurance License.
• Minimum 3 years experience selling Personal Lines.
• Strong customer service and relationship-building skills.
• Excellent written and verbal communication.
• High level of accuracy and ability to manage multiple priorities.

Responsibilities

• Greet walk-in clients and visitors professionally.
• Answer incoming calls promptly and professionally, ensuring client needs are addressed.
• Respond to client inquiries and follow up.
• Produce clear, professional written correspondence in line with company standards.
• Solicit, sell, and service Personal Lines insurance for new and existing clients.
• Identify opportunities to up-sell and cross-sell by understanding client needs.
• Underwrite new and renewal business according to guidelines.
• Review renewals, communicate premium changes, and re-market policies to retain business.
• Process renewals, endorsements, and cancellations.
• Enter and maintain client data in EPIC.
• Maintain complete client records for team collaboration.
• Create and follow up on abeyances for underwriting items.

Skills

Customer service

Relationship-building

Communication

Attention to detail

Multitasking

Education

Level 2 General Insurance License

Tools

EPIC broker management system

Job description

As a Personal Lines Account Manager at Schill Insurance, you’ll deliver exceptional service to our clients while identifying opportunities to go above and beyond their expectations. You’ll play a key role in building strong client relationships, managing policies, and supporting the continued growth of our Personal Lines business.

This role is ideal for an experienced insurance professional who thrives in a client-facing environment and takes pride in delivering high-quality, responsive service.

What You’ll Be Responsible For

• Greet walk-in clients and visitors in a courteous and professional manner
• Answer incoming calls promptly and professionally, ensuring client needs are addressed
• Respond to client inquiries and return calls in a timely manner
• Produce clear, professional written correspondence in line with company standards

Manage and Grow Personal Lines Business

• Solicit, sell, and service Personal Lines insurance for new and existing clients
• Identify opportunities to up-sell and cross-sell by obtaining expiry dates and understanding client needs
• Underwrite new and renewal business in accordance with company guidelines
• Proactively review renewals, communicate premium changes, and re-market policies as needed to retain business

Policy Administration & Accuracy

• Process renewals, endorsements, and cancellations following established procedures
• Accurately enter and maintain client data, transactions, and notes in EPIC
• Maintain complete and up-to-date client records to support team collaboration
• Create and follow up on abeyances for outstanding underwriting items and client requests

Billing & Financial Responsibility

• Collect and process direct bill and agency bill premiums
• Ensure accurate documentation of payments in EPIC
• Maintain zero accounts receivable by ensuring timely and complete payments

Claims & Client Advocacy

• Assist clients with claims by gathering information and coordinating with insurers
• Act as an advocate for clients to help resolve issues and ensure a smooth claims experience

Auto Insurance Support

• Assist with all types of auto insurance transactions, including renewals, transfers, changes, permits, cancellations, and new plates
• Support commercial auto, fleets, and specialty coverages as needed
• Handle general auto insurance inquiries with confidence and accuracy

Collaboration & Professional Development

• Build and maintain strong relationships with external partners, including underwriters, ICBC, and industry associations
• Continuously develop technical knowledge and stay up to date on insurance products and industry trends
• Support team operations and step in where needed to meet business needs

What You Bring

Must-Haves

• Level 2 General Insurance License
• Minimum 3 years of experience selling Personal Lines insurance
• Strong customer service and relationship-building skills
• Excellent communication skills (written and verbal)
• High level of accuracy and attention to detail
• Ability to manage multiple priorities in a fast-paced environment

Nice-to-Have

• Experience using EPIC broker management system

Why Join Schill Insurance?

• Competitive salary and comprehensive benefits package
• Extended health, dental, vision care, and RRSP matching
• Paid education, licensing, and professional development
• Supportive, team-oriented work environment
• Opportunities for career growth and advancement
• Work-life balance with consistent scheduling and no Sunday shifts
• Three weeks (15 days) of vacation to start
• Three paid "You" days per year (one volunteer day, one personal day, and your birthday off with pay)
• $600 annual wellness spending account

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