Personal Lines Advisor - Extended Benefits & Career Growth

Insurance Brokers Association of BC; Coquitlam; On-site; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Extended medical and dental benefits

RRSP matching

Education and Training

Career development opportunities

Job summary

Johnston Meier Insurance Agencies Group in Williams Lake is seeking a Personal Lines Advisor to assist with an existing book of business and coordinate changes to client policies across a wide range of insurance products. You will help new clients obtain coverage and lead the Personal Lines team.

This role requires strong customer service and communication, with emphasis on renewal terms, new quotes, and comprehensive client portfolios while maintaining a paperless system and accurate notes.

Qualifications

• Level 2 license (or working toward Level 2 within 18 months).
• At least one year of insurance experience.
• Able to cover Auto Insurance as required.
• Strong communication with underwriters, customers and team members.
• Strong organizational, time management and interpersonal skills.
• Good verbal and written communication.
• Strong customer service.
• Flexible in duties and hours as necessary.
• Company Portal knowledge is an asset.
• Proficiency with Word and Excel.

Responsibilities

• Provide excellent customer service to clients.
• Provide renewal terms and quotes when required.
• Update evaluators when necessary.
• Provide new quotes on Personal Lines types of business.
• Offer additional products for complete customer portfolios.
• Keep detailed notes in our system (paperless).
• Keep abeyances updated and current.
• Manage Accounts Receivable.

Skills

License Level 2

Insurance experience

Auto insurance

Communication skills

Organizational skills

Time management

Interpersonal skills

Verbal communication

Written communication

Customer service

Flexibility

Company Portal

Word

Excel

Tools

Microsoft Word

Microsoft Excel

Job description

Johnston Meier Insurance Agencies Group in Williams Lake is seeking a Personal Lines Advisor to assist with an existing book of business and coordinate changes to client policies across a wide range of insurance products. You will help new clients obtain coverage and lead the Personal Lines team.

This role requires strong customer service and communication, with emphasis on renewal terms, new quotes, and comprehensive client portfolios while maintaining a paperless system and accurate notes.