Personal Lines Insurance Advisor

Kaizen Lab Inc.; Surrey; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

Benefits package (Extended health, RR

RRSP matching

Paid education and licensing

Supportive team environment

Career growth opportunities

3 weeks vacation to start

3 paid You days per year

Wellness spending account

Job summary

Schill Insurance in Surrey, BC is seeking a Personal Lines Account Manager to deliver exceptional service to our clients while managing policies and supporting the growth of our Personal Lines business. This role suits an experienced insurance professional who thrives in a client-facing environment and takes pride in high-quality, responsive service.

You will greet clients, process renewals, endorsements and inquiries with accuracy, collaborate with underwriting, and help drive client

Qualifications

• Level 2 General Insurance License required.
• 3+ years experience selling Personal Lines insurance.
• Strong customer service and relationship-building skills.
• Excellent written and verbal communication.
• High accuracy and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Deliver outstanding client service by greeting clients, answering calls, and producing professional written correspondence.
• Solicit, sell, and service Personal Lines insurance for new and existing clients; identify up-sell opportunities.
• Underwrite new and renewal business per guidelines; review renewals and adjust premiums as needed.
• Process renewals, endorsements, cancellations, and maintain client data in EPIC.
• Collect and process direct bill and agency bill premiums; ensure payments are recorded.
• Assist clients with claims and advocate for smooth claims experiences.
• Support auto insurance transactions and related coverages; handle inquiries.
• Build relationships with underwriters and industry partners; stay updated on products.

Skills

General Insurance License

3+ years Personal Lines

Customer service

Communication

Attention to detail

Multitasking

EPIC broker management system

Tools

EPIC broker management system

Job description

The Role

As a Personal Lines Account Manager at Schill Insurance, you’ll deliverexceptional service to our clients while identifying opportunities to go aboveand beyond their expectations. You’ll play a key role in building strong clientrelationships, managing policies, and supporting the continued growth of ourPersonal Lines business.

This role is ideal for an experienced insurance professional who thrivesin a client-facing environment and takes pride in delivering high-quality,responsive service.

What You’ll Be Responsible For

Deliver Outstanding Client Service

• Greet walk-in clients and visitors in acourteous and professional manner
• Answer incoming calls promptly andprofessionally, ensuring client needs are addressed
• Respond to client inquiries and return callsin a timely manner
• Produce clear, professional writtencorrespondence in line with company standards

Manage and Grow Personal Lines Business

• Solicit, sell, and service Personal Linesinsurance for new and existing clients
• Identify opportunities to up-sell andcross-sell by obtaining expiry dates and understanding client needs
• Underwrite new and renewal business inaccordance with company guidelines
• Proactively review renewals, communicatepremium changes, and re-market policies as needed to retain business

Policy Administration & Accuracy

• Process renewals, endorsements, andcancellations following established procedures
• Accurately enter and maintain client data,transactions, and notes in EPIC
• Maintain complete and up-to-date clientrecords to support team collaboration
• Create and follow up on abeyances foroutstanding underwriting items and client requests

Billing & Financial Responsibility

• Collect and process direct bill and agencybill premiums
• Ensure accurate documentation of payments inEPIC
• Maintain zero accounts receivable by ensuringtimely and complete payments

Claims & Client Advocacy

• Assist clients with claims by gatheringinformation and coordinating with insurers
• Act as an advocate for clients to help resolveissues and ensure a smooth claims experience

Auto Insurance Support

• Assist with all types of auto insurancetransactions, including renewals, transfers, changes, permits,cancellations, and new plates
• Support commercial auto, fleets, and specialtycoverages as needed
• Handle general auto insurance inquiries withconfidence and accuracy

Collaboration & Professional Development

• Build and maintain strong relationships withexternal partners, including underwriters, ICBC, and industry associations
• Continuously develop technical knowledge andstay up to date on insurance products and industry trends
• Support team operations and step in whereneeded to meet business needs

What You Bring

Must-Haves

• Level 2 General Insurance License
• Minimum 3 years of experience selling PersonalLines insurance
• Strong customer service andrelationship-building skills
• Excellent communication skills (written andverbal)
• High level of accuracy and attention to detail
• Ability to manage multiple priorities in a fast-paced environment

Nice-to-Have

• Experience using EPIC broker management system

Why Join Schill Insurance?

• Competitive salary and comprehensive benefitspackage
• Extended health, dental, vision care, and RRSPmatching
• Paid education, licensing, and professionaldevelopment
• Supportive, team-oriented work environment
• Opportunities for career growth andadvancement
• Work-life balance with consistent schedulingand no Sunday shifts
• Three weeks (15 days) of vacation to start
• Three paid “You” days per year (one volunteerday, one personal day, and your birthday off with pay)
• $600 annual wellness spending account

As part of our hiring process, successful candidates must consent to abackground/credit check and employment verification screening before startingemployment.