Insurance Advisor

Schill Insurance; Surrey; Presencial; CAD 60 000 - 75 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Salary + benefits

Health & dental

RRSP matching

Licensing support

Growth opportunities

Work-life balance

Vacation time

You days & wellness

Resumo da oferta

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.

Qualificações

• 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

Responsabilidades

• 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.

Ferramentas

Epic

Insurer portals

Descrição da oferta de emprego

As a Personal Lines Service Account Manager at Schill Insurance, you manage a high-volume book of Personal Lines clients and provide responsive, reliable service when they need us. You handle their day-to-day insurance needs while keeping files accurate and on track. As part of our centralized Service Team, you work closely with Personal Lines Account Managers across our branches to ensure smooth handoffs and a consistent client experience.

Responsibilities

Client Service & Account Management

• 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.

Policy & Workflow Management

• 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.

Team Contribution

• 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.

Knowledge & Development

• 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.

Success Factors

How You Show Up

• Friendly and professional, with a clear focus on helping the client
• Organized and dependable when managing competing priorities
• Calm and efficient without sacrificing accuracy or quality
• Collaborative, with strong communication and follow-through

What You Know

• Level 1 general insurance license, with a commitment to working towards Level 2
• Working knowledge of Personal Lines insurance 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

About Us

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

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

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 (volunteer day, 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.