Personal Lines Insurance Advisor

The Role
As a Personal Lines Account Manager at Schill Insurance, you’ll deliver exceptional service to our clients while identifying opportunities to go aboveand beyond their expectations. You’ll play a key role in building strong client relationships, managing policies, and supporting the continued growth of our Personal Lines business.

This role is ideal for an experienced insurance professional who thrivesin a client-facing environment and takes pride in delivering high-quality,responsive service.

What You’ll Be Responsible For
Deliver Outstanding Client Service

Greet walk-in clients and visitors in acourteous and professional manner

Answer incoming calls promptly and professionally, ensuring client needs are addressed

Respond to client inquiries and return callsin a timely manner

Produce clear, professional written correspondence in line with company standards

Manage and Grow Personal Lines Business

Solicit, sell, and service Personal Lines insurance for new and existing clients

Identify opportunities to up-sell andcross-sell by obtaining expiry dates and understanding client needs

Underwrite new and renewal business in accordance with company guidelines

Proactively review renewals, communicate premium changes, and re-market policies as needed to retain business

Policy Administration & Accuracy

Process renewals, endorsements, and cancellations following established procedures

Accurately enter and maintain client data,transactions, and notes in EPIC

Maintain complete and up-to-date client records to support team collaboration

Create and follow up on abeyances for outstanding underwriting items and client requests

Billing & Financial Responsibility

Collect and process direct bill and agency bill premiums

Ensure accurate documentation of payments inEPIC

Maintain zero accounts receivable by ensuring timely and complete payments

Claims & Client Advocacy

Assist clients with claims by gathering information and coordinating with insurers

Act as an advocate for clients to help resolve issues and ensure a smooth claims experience

Auto Insurance Support

Assist with all types of auto insurance transactions, including renewals, transfers, changes, permits,cancellations, and new plates

Support commercial auto, fleets, and specialtycoverages as needed

Handle general auto insurance inquiries with confidence and accuracy

Collaboration & Professional Development

Build and maintain strong relationships with external partners, including underwriters, ICBC, and industry associations

Continuously develop technical knowledge andstay up to date on insurance products and industry trends

Support team operations and step in where needed to meet business needs

What You Bring
Must-Haves

Level 2 General Insurance License

Minimum 3 years of experience selling Personal Lines insurance

Strong customer service and relationship-building skills

Excellent communication skills (written andverbal)

High level of accuracy and attention to detail

Ability to manage multiple priorities in a fast-paced environment

Nice-to-Have

Experience using EPIC broker management system

Why Join Schill Insurance?

Competitive salary and comprehensive benefits package

Extended health, dental, vision care, and RRSPmatching

Paid education, licensing, and professional development

Supportive, team-oriented work environment

Opportunities for career growth and advancement

Work-life balance with consistent scheduling and no Sunday shifts

Three weeks (15 days) of vacation to start

Three paid “You” days per year (one volunteer day, one personal day, and your birthday off with pay)

$600 annual wellness spending account

As part of our hiring process, successful candidates must consent to aback ground/credit check and employment verification screening before starting employment.

#J-18808-Ljbffr