Job Description & How to Apply Below
As a Commercial Lines Account Associate, you’ll be the operational backbone of our Commercial Lines team (Strata department). You’ll support Account Managers and Account Executives by ensuring client files are accurate,documentation is complete, and billing processes run smoothly. Your attention to detail and organization help deliver a seamless, 5-star client experience while enabling the team to focus on building strong client relationships.
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Who You Are
Organized anddetail-oriented-you take pride in accuracy and keeping things on track
Reliable and professional-you handle confidential information with care
Team-oriented-you enjoy supporting others and contributing to shared success
Clear communicator-youfollow through and ask questions when needed
Proactive and dependable-you anticipate needs and stay ahead of deadlines
Adaptable and efficient-you manage multiple priorities in a fast-paced environment
Positive and collaborative-you bring a supportive attitude to the workplace
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What You’ll Be Responsible For
Support Client & Team Operations
Answer and direct incoming calls, assisting clients when possible
Respond to client inquiries and route requests to the appropriate team member
Collaborate with Account Managers and Account Executives to maintain complete and up-to-date client files
Help ensure timelines and service standards are consistently met
Manage Documentation & Policy Administration
Process renewals,endorsements, cancellations, and new business in accordance with company procedures
Accurately enter policy updates, activities, and notes into Epic and insurer portals
Prepare certificates of insurance, binders, invoices, and client correspondence
Maintain expiry listsand assist with renewal preparation
Process incoming mailand ensure all documentation is properly stored
Follow up on outstanding underwriting requirements and client requests
Coordinate Billing & Payments
Collect agency anddirect bill premiums and record payments accurately in Epic
Assist with accounts receivable follow-ups and outstanding insurer notices
Support administration of payment plans
Work with accounting andthe Commercial Lines team to ensure billing accuracy and timely processing
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Stay Organized and Efficient
Maintain accurate and confidential client records
Prioritize tasks andmeet deadlines in a fast-paced environment
Ensure all processes and documentation meet company standards
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What You Bring
Must-Haves
High school diploma
Strong organizational and time management skills
Excellent communication and interpersonal abilities
High attention to detailand accuracy
Ability to handle confidential information with discretion
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Nice-to-Haves
Experience in commercial insurance or a similar administrative role
Level 1 General Insurance License (would be happy to help obtain in the first 6 months of employment)
Familiarity with Epicand insurer portals
Understanding of insurance documentation and billing processes
Background in customer service or a client-facing role
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About Us
At Schill Insurance, we’ve grown from a small, one-person office into a trusted brokerage with multiple locations across British Columbia. 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, and continuous growth. We invest in our team through coaching, training, and development opportunities—because when our people succeed, so do our clients.
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Why Join Schill Insurance?
Competitive salary…
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