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
- 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
- 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 UsAt 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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