Personal Insurance Customer Service Representative - Job #267

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

Our client is seeking a Personal Insurance Customer Service Representative to join their team in Burnaby, BC. This opportunity is ideal for a licensed insurance professional who enjoys building client relationships, providing knowledgeable advice, and working in a collaborative, service-focused environment.

The role involves assisting new and existing clients with their personal insurance needs, reviewing coverage, processing policy transactions, and ensuring clients receive timely, accurate service. The emphasis is on providing appropriate coverage and building long-term relationships rather than high-pressure sales.

The Employer

Our client is a well-established independent insurance brokerage known for its loyal client base, strong relationships, and family-oriented culture. The organization combines personalized service with modern technology and efficient processes, offering a stable and supportive environment where employees are valued and encouraged to develop professionally.

About You

You are a personable, knowledgeable insurance professional who genuinely enjoys helping clients. You take pride in providing exceptional service, communicate clearly, and are comfortable managing multiple priorities. You value teamwork, have strong attention to detail, and appreciate an environment where doing what's right for the client comes first.

Necessary Qualifications Include

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

What You'll Do

Provide knowledgeable and responsive service to new and existing personal insurance clients

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

About Us

DGA Careers has been proudly serving the Canadian insurance industry for over 30 years, specializing in providing insurance recruiting services to major insurers, insurance brokerage firms, and independent adjusting firms. With offices in Toronto, Vancouver, Montreal, Edmonton, and Calgary, DGA Careers is well-positioned to conduct searches with a national scope. Our unrivalled professional network across Canada provides us with the ability to reach key influencers and passive candidates nationally.