Personal Lines Advisor

Impact Recruitment; Surrey; On-site; CAD 50,000 - 70,000; Full time

Benefits offered by this job

Commissions & bonus

Flexible hours

Health spending account

Career growth

Professional development

Job summary

Impact Recruitment is assisting a well-established independent insurance brokerage in Surrey, BC, to find a motivated Personal Lines Insurance Advisor who will serve clients with tailored coverage and build lasting relationships.

The role offers flexible hours, a competitive salary with commissions and an attractive end-of-year bonus, and opportunities to advance into commercial insurance while supporting client service and professional development.

Qualifications

• Minimum of two years' experience in Personal Lines insurance.
• Fluency in Punjabi is a plus.
• Proficiency with Applied EPIC software is a plus.
• Strong communication and time management skills.
• Ability to work independently and as part of a team.
• Detail-oriented with professionalism and accuracy.

Responsibilities

• Manage the renewal and retention of home, rental, tenant, and condo insurance policies.
• Handle policy endorsements, cancellations, and payments with precision.
• Build and nurture strong relationships with clients through exceptional service.
• Provide clear, tailored coverage solutions to meet client needs.
• Cross-sell additional insurance products to maximize client satisfaction.
• Maintain detailed client notes and complete administrative tasks accurately.
• Stay informed on current insurance products, regulations, and industry standards.

Skills

Personal Lines Insurance experience

Punjabi language (nice to have)

Applied EPIC software

Tools

Applied EPIC

Job description

Elevate your insurance career with a dynamic and growing brokerage dedicated to supporting both clients and team members. Our client, a well-established independent insurance brokerage in Surrey, BC, is on the lookout for a motivated Personal Lines Insurance Advisor to join their collaborative team and make a meaningful impact in the community.

Benefits & Perks

• Competitive salary withcommissions and an attractive end-of-year bonus ($50,000 - $70,000 range, commensurate with experience)
• Flexible work hours
• Health care spending account
• Career growth opportunities into commercial insurance roles
• Supportive environment committed to professional development

Responsibilities

• Manage the renewal and retention of home, rental, tenant, and condo insurance policies
• Handle policy endorsements, cancellations, and payments with precision
• Build and nurture strong relationships with clients through exceptional service
• Provide clear, tailored coverage solutions to meet client needs
• Cross-sell additional insurance products to maximize client satisfaction
• Maintain detailed client notes and complete administrative tasks accurately
• Stay informed on current insurance products, regulations, and industry standards

Qualifications

• Minimum of two years experience in Personal Lines Insurance
• Fluency in Punjabi is nice to have
• Proficiency with Applied EPIC software is a nice to have
• Strong communication and time management skills
• Ability to work independently and thrive as part of a team
• Detail-oriented mindset with a commitment to professionalism and accuracy

we welcome applicants from all backgrounds, experiences, and perspectives.

To be considered, applicants must be legally entitled to work in Canada, including holding any required permits.