Personal Lines Insurance Advisor ( Richmond, BC) - 249 - IW-249

DGA Careers Inc.; Richmond (VA); Hybrid; USD 39,000 - 46,000; Full time

Benefits offered by this job

Hybrid work option

Competitive compensation

Job summary

DGA Careers is seeking an experienced Personal Lines Insurance Advisor to join a Richmond, BC team. The ideal candidate will manage a portfolio of personal lines clients, review coverages, and provide tailored insurance solutions with a client-first approach.

Experience in Commercial Lines is an asset and may lead to cross-functional growth. Hybrid work arrangements are possible, and compensation reflects experience within a Canadian brokerage environment.

Qualifications

• Level 2 Insurance Licence is required.
• Minimum 3 years of Personal Lines insurance experience.
• Strong knowledge of Personal Lines products and markets.
• Experience with renewals, policy servicing, and client management.
• Familiarity with brokerage management systems (BMS) and insurer portals.

Responsibilities

• Manage and service a portfolio of Personal Lines clients.
• Review client coverages and recommend suitable options.
• Prepare insurance proposals and coverage solutions.
• Process renewals, endorsements, cancellations, and policy changes.
• Negotiate renewals with carriers and secure competitive options.
• Underwrite new and renewal business per guidelines.
• Complete policy binding, invoicing, and documentation.
• Build lasting client relationships through proactive service.
• Identify opportunities for growth, referrals, and new business.
• Potentially assist with Commercial Lines responsibilities.

Skills

Personal Lines

Client relationships

Communication skills

Time management

Education

Level 2 Insurance Licence

Job description

Personal Lines Insurance Advisor ( Richmond, BC) - 249 - IW-249

Date of modification: October 21, 2026

Job number: IW-249

Detail

Job title: Personal Lines Insurance Advisor ( Richmond, BC) - 249

Description

About the Opportunity

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.

Information

• Job Type: Hybrid
• Expertise: Broker-Personal
• Minimum experience required: 3 to 4 Years
• Salary (annually): from $55,000 to $65,000