Insurance Advisor - Personal Lines

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.

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

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

• 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.