Licensed Personal Insurance Advisor | Client Service

DGA Careers; Burnaby; On-site; CAD 38,000 - 48,000; Full time

Job summary

DGA Careers is seeking a Personal Insurance Customer Service Representative in Burnaby, BC. You will assist new and existing clients with personal insurance needs, review coverage options, and ensure accurate, timely service in a collaborative, client-focused brokerage.

Successful candidates will hold a BC Level 1/2 license, have at least 1 year in personal lines, and be proficient with PolicyCenter and Microsoft Office. EPIC is a plus in a supportive team environment.

Qualifications

• Level 1 or Level 2 Insurance Broker licence in British Columbia.
• Minimum 1 year of personal lines insurance experience.
• Strong understanding of personal insurance products and coverage options.
• Excellent customer service, communication, and relationship-building skills.
• Ability to manage multiple priorities in a busy environment.
• Proficiency with Microsoft Office and PolicyCenter.
• Experience with EPIC considered an asset.
• Positive, collaborative approach and strong attention to detail.

Responsibilities

• Provide knowledgeable and responsive service to new and existing personal insurance clients in Burnaby, BC.
• Assess insurance needs, review coverage, and recommend appropriate solutions.
• Respond to client inquiries and assist with new business, renewals, endorsements, and cancellations.
• Process policy transactions, premium payments, and required documentation accurately.
• Identify opportunities to provide additional coverage based on client needs.
• Assist with ICBC Autoplan and private automobile insurance transactions as required.
• Maintain accurate client records and correspondence within the brokerage management system.
• Build positive relationships with clients, colleagues, and insurance partners.
• Support a collaborative team environment and maintain current insurance knowledge through ongoing professional development.

Skills

BC Insurance Licence

Personal lines experience

Customer service

Relationship-building

Multi-tasking

Tools

PolicyCenter

Microsoft Office

EPIC

Job description

DGA Careers is seeking a Personal Insurance Customer Service Representative in Burnaby, BC. You will assist new and existing clients with personal insurance needs, review coverage options, and ensure accurate, timely service in a collaborative, client-focused brokerage.

Successful candidates will hold a BC Level 1/2 license, have at least 1 year in personal lines, and be proficient with PolicyCenter and Microsoft Office. EPIC is a plus in a supportive team environment.