Strata Insurance Account Manager

Schill Insurance; Surrey; Hybrid; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Extended health, dental, vision care

RRSP matching

Paid education & licensing

Wellness spending account

3 weeks vacation

Three You days per year

Job summary

Schill Insurance in Surrey, BC is seeking a Strata Insurance Account Manager to serve property managers and strata councils with proactive, 5‑star service. You will manage renewals, coordinate with insurers and underwriters, and build trusted client relationships with accuracy and clear guidance.

You’ll lead submissions, review wordings, and ensure coverage aligns with client needs while staying ahead of deadlines. A Level 1 license and 3–5 years in property insurance are required.

Qualifications

• Valid Level 1 General Insurance License.
• 3–5 years’ experience in property insurance.
• Excellent communication and interpersonal skills.
• Strong organizational and time-management abilities.
• High attention to detail and accuracy.
• Ability to manage multiple priorities and meet deadlines.
• Ability to explain insurance concepts clearly to clients.
• Discretion with confidential client information.

Responsibilities

• Build strong, professional relationships with property managers and strata councils through responsive, proactive service.
• Respond to client inquiries and provide clear guidance on coverages, limits, deductibles, exclusions, and exposures.
• Proactively reach out before renewal to discuss changes and identify coverage needs.
• Review policy wordings and quotations to confirm accuracy and alignment with client needs.
• Prepare submissions, proposals, binders, invoices, certificates, endorsements, and client correspondence.
• Coordinate with underwriters and markets to secure appropriate coverage for clients.
• Partner closely with Account Executives to grow the Stratabook of business.
• Maintain thorough documentation in Epic and track outstanding activities to meet deadlines.

Skills

Client relations

Communication

Organizational skills

Time management

Attention to detail

Problem solving

Insurance concepts

Confidentiality

Team collaboration

Education

General Insurance License (Level 1)

Tools

Epic

Insurer portals

Job description

The Role

As a Strata Insurance Account Manager, you’ll be atrusted partner to property managers and strata councils, helping them navigatethe unique complexities of strata insurance with confidence. You’ll manageclient relationships, lead renewal and policy processes, coordinate withinsurers and underwriters, and ensure clients receive proactive, consistent,5-star service.

Your ability to understand risk, explain coverage clearly,and stay ahead of deadlines will help protect what matters most to our clientswhile supporting the continued success of our Strata team.

Who You Are

• Client-focusedand relationship-driven — you build trust and enjoy becoming a valuedpartner to your clients
• Confidentand professional — you communicate clearly and are comfortable guidingclients through complex insurance decisions
• Organizedand detail-oriented — you take pride in accuracy, documentation, andfollowing through on commitments
• Proactiveand dependable — you anticipate needs, stay ahead of renewals, andkeep work moving
• Solutions-oriented— you look for practical ways to protect clients and overcome challenges
• Calmunder pressure — you remain steady and focused when managing complexor time-sensitive issues
• Collaborativeand team-oriented — you work closely with Account Executives,colleagues, and underwriters to achieve shared success
• Adaptableand curious — you stay current with market changes, strata trends, andevolving client needs

What You’ll Be Responsible For

Build Strong Client Relationships

• Buildstrong, professional relationships with property managers and stratacouncils through responsive, proactive service
• Respondto client inquiries and provide clear guidance on coverages, limits,deductibles, exclusions, and key exposures
• Helpclients understand their insurance options and make confident, informeddecisions
• Reachout proactively before renewal to understand changes, discuss increases,and identify potential coverage needs
• Ensureclient coverage remains accurate and help identify and prevent potentialgaps
• Developa strong understanding of each client’s business, property, and uniquestrata exposures

Manage Policies & Renewals

• Managenew business, renewals, endorsements, cancellations, and policy changes inaccordance with Schill procedures
• Preparesubmissions, proposals, binders, invoices, certificates, endorsements, andclient correspondence
• Reviewpolicy wordings and quotations to confirm accuracy and alignment withclient needs
• Comparequotations and identify restrictions, exclusions, coverage limitations,and other important considerations
• Reviewexpiry lists well in advance and gather the information required forrenewal and remarketing
• Maintaincomplete and accurate documentation in Epic for all client, insurer, andunderwriting interactions
• Trackoutstanding activities and follow up proactively to ensure deadlines andservice standards are met

Work with Underwriters & Insurance Markets

• Frontline-underwritenew and renewal business in accordance with insurer guidelines and Schillstandards
• Preparecomplete and accurate submissions and ensure underwriting information isprovided in a timely manner
• Obtainadditional information requested by underwriters and assist clients withcompleting applications
• Buildstrong working relationships with underwriters and insurance markets
• Staycurrent on market appetite, strata trends, coverage changes, and industrydevelopments
• Coordinateremarketing activities and work with markets to secure appropriatecoverage for clients

Support the Team & Grow the Business

• Partnerclosely with Account Executives to effectively service and grow the Stratabook of business
• Identifyrelevant coverage needs and rounding opportunities and coordinate with theAccount Executive as appropriate
• Supportcolleagues during high-volume periods or absences
• Contributeto a positive, accountable, and collaborative team environment
• Maintainhigh standards for documentation, workflow, client service, andfollow-through

What You Bring

Must-Haves

• Level1 General Insurance License
• 3-5 year experience working in Property Insurance
• Excellentcommunication and interpersonal skills
• Strongorganizational and time management abilities
• Highattention to detail and accuracy
• Abilityto manage multiple priorities and meet deadlines
• Strongjudgement and problem-solving skills
• Abilityto communicate insurance concepts and coverage information clearly toclients
• Abilityto handle confidential client information with discretion

Nice-to-Haves

• Level2 General Insurance License
• Experienceworking with strata insurance products and markets
• Experienceworking with property managers and/or strata councils
• Workingknowledge of strata risk exposures, coverage requirements, and policywordings
• Experiencewith frontline underwriting and insurer submission guidelines
• Proficiencywith Epic and insurer portals
• CommercialLines insurance experience
• Experiencemanaging a book of business or client portfolio

About Us

At Schill Insurance, we’ve grown from a small, one-personoffice into a trusted brokerage with multiple locations across BritishColumbia. While we’re part of a larger national network, we’ve stayed true toour roots as a family-operated business that values people first.

Our culture is built on curiosity, collaboration, andcontinuous growth. We invest in our team through coaching, training, anddevelopment opportunities—because when our people succeed, so do our clients.

Why Join Schill Insurance?

• Competitivesalary and comprehensive benefits package
• Extendedhealth, dental, vision care, and RRSP matching
• Paideducation, licensing, and professional development
• Supportive,team-oriented work environment
• Opportunitiesfor career growth and advancement
• Work-lifebalance with consistent scheduling and no Sunday shifts
• Threeweeks (15 days) of vacation to start
• Threepaid “You” days per year (volunteer day, personal day, and your birthdayoff with pay)
• $600annual wellness spending account

As part of our hiring process, successful candidates mustconsent to a background/credit check and employment verification screeningbefore starting employment.