Personal Lines Insurance Advisor ( Richmond, BC) - 249

DGA Careers Inc.; Richmond; Hybrid; CAD 60,000 - 76,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

DGA Careers Inc. is seeking an experienced Personal Lines Insurance Advisor in Richmond, BC. The role focuses on servicing a diverse client portfolio with tailored coverage and ongoing relationship management.

Ideal candidates have a Level 2 Insurance Licence and at least 3 years in Personal Lines, with strong knowledge of carriers, markets, and technology. Hybrid work is available, and opportunities to expand into Commercial Lines are encouraged.

Qualifications

• Level 2 Insurance Licence is required or equivalent.
• Minimum 3 years in Personal Lines insurance, including new and existing business.
• Strong knowledge of Personal Lines products, underwriting guidelines and markets.
• Experience with renewals, policy servicing and client relationship management.
• Familiarity with brokerage systems and insurer portals.

Responsibilities

• Manage and service a portfolio of Personal Lines clients.
• Review client coverages and provide insurance recommendations.
• Prepare insurance proposals and coverage solutions.
• Process renewals, endorsements, cancellations and policy changes.
• Work with carriers to negotiate renewals and options.
• Underwrite new and renewal business per guidelines.
• Complete policy binding, invoicing, and documentation.
• Build lasting client relationships with proactive service.
• Identify opportunities for account growth and new business.

Skills

Client relationship management

Communication

Organization

Time management

Attention to detail

Proactive issue resolution

Education

Level 2 Insurance Licence

Tools

Brokerage management systems (BMS)

Insurer portals

Insurance technology

Job description

Are you an experienced Personal Lines Insurance Advisor looking for a new opportunity where your expertise, client relationships, and commitment to exceptional service are truly valued?

Our client, an established insurance brokerage in Richmond, BC, is seeking a seasoned Personal Lines Advisor to join their team. This is an excellent opportunity for an insurance professional who enjoys building strong client relationships, providing tailored insurance solutions, and managing a diverse portfolio of personal insurance clients.

The ideal candidate will bring strong Personal Lines experience, excellent technical knowledge, and a client-first approach. Experience in Commercial Lines is considered an asset, and candidates interested in expanding their expertise into Commercial Insurance are encouraged to apply.

With competitive compensation based on experience and the potential for a hybrid work arrangement, this opportunity offers an appealing next step in your insurance career.

What You'll Be Doing

Manage and service a portfolio of new and existing Personal Lines insurance clients.

Review client coverages, identify exposures, and provide expert insurance recommendations.

Prepare comprehensive insurance proposals and recommend appropriate coverage solutions.

Process renewals, endorsements, cancellations, and policy changes accurately and efficiently.

Work proactively with insurance carriers to negotiate renewals and secure competitive coverage options.

Underwrite new and renewal business according to brokerage and carrier guidelines.

Complete policy binding, invoicing, premium collection, and account documentation.

Build lasting client relationships through responsive, professional, and knowledgeable service.

Identify opportunities for account growth, referrals, and new business development.

Potentially assist with or develop into Commercial Lines responsibilities based on experience and interest.

What You Bring

Level 2 Insurance Licence

Minimum 3 years of Personal Lines insurance experience, including managing new and existing business.

Strong understanding of Personal Lines products, underwriting guidelines, and insurance markets.

Demonstrated experience with renewals, policy servicing, and client relationship management.

Familiarity with brokerage management systems (BMS), insurer portals, and insurance technology.

Sales and business development experience, ideally 3+ years.

Strong communication, organization, and time-management skills.

Excellent attention to detail and the ability to manage multiple priorities.

A proactive, solutions-focused approach to client service.

Commercial Lines insurance experience is an asset but not required.

An interest in learning Commercial Lines will also be viewed favourably.

Why Consider This Opportunity?

Competitive Compensation: Salary will reflect your experience and insurance expertise.

Hybrid Flexibility: Potential for a flexible hybrid working arrangement.

Career Development: Opportunity to broaden your insurance knowledge and potentially expand into Commercial Lines.

Established Brokerage Environment: Join a team focused on providing quality advice and exceptional client service.

Meaningful Client Relationships: Build on your expertise while supporting clients with their evolving insurance needs.

Long-Term Opportunity: Permanent, full-time employment with room for continued professional growth.

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.