Personal Insurance Customer Service Representative - Job #267 - IW-267

DGA Careers; Burnaby; On-site; CAD 50,000 - 70,000; Full time

Job summary

DGA Careers Inc. is seeking a Personal Insurance Customer Service Representative for Burnaby, BC. This role focuses on helping clients with personal insurance needs and building lasting relationships in a service-focused environment.

You will review coverage, process policy transactions, and respond to inquiries while maintaining accurate client records in the brokerage system. Strong communication and attention to detail are essential for success.

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.

Responsibilities

• 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.

Skills

Customer service

Relationship-building

Communication

Attention to detail

Multitasking

Education

Level 1 or Level 2 Insurance Broker licence in British Columbia

Tools

PolicyCenter

Microsoft Office

EPIC

Job description

Personal Insurance Customer Service Representative - Job #267 - IW-267

Date of modification:

Job number: IW-267

Detail

Job title: Personal Insurance Customer Service Representative - Job #267

Description

The Opportunity

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

Information

• Job Type: Full-Time
• Expertise: Broker-Customer Service , Broker-Personal
• Minimum experience required: 1 to 2 Years
• Salary (annually): from $50,000 to $70,000