The Role

As a Personal Lines Account Manager at Schill Insurance, you’ll deliverexceptional service to our clients while identifying opportunities to go aboveand beyond their expectations. You’ll play a key role in building strong clientrelationships, managing policies, and supporting the continued growth of ourPersonal 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 andprofessionally, ensuring client needs are addressed
- Respond to client inquiries and return callsin a timely manner
- Produce explicit, professional writtencorrespondence in line with company standards

Manage and Grow Personal Lines Business

- Solicit, sell, and service Personal Linesinsurance 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 inaccordance with company guidelines
- Proactively review renewals, communicatepremium changes, and re-market policies as needed to retain business

Policy Administration & Accuracy

- Process renewals, endorsements, andcancellations following established procedures
- Accurately enter and maintain client data,transactions, and notes in EPIC
- Maintain complete and up-to-date clientrecords to support team collaboration
- Create and follow up on abeyances foroutstanding underwriting items and client requests

Billing & Financial Responsibility

- Collect and process direct bill and agencybill premiums
- Ensure accurate documentation of payments inEPIC
- Maintain zero accounts receivable by ensuringtimely and complete payments

Claims & Client Advocacy





- Assist clients with claims by gatheringinformation and coordinating with insurers
- Act as an advocate for clients to help resolveissues and ensure a smooth claims experience

Auto Insurance Support

- Assist with all types of auto insurancetransactions, including renewals, transfers, changes, permits,cancellations, and new plates
- Support commercial auto, fleets, and specialtycoverages as needed
- Handle general auto insurance inquiries withconfidence and accuracy

Collaboration & Professional Development

- Build and maintain strong relationships withexternal 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 whereneeded to meet business needs

What You Bring

Must-Haves

- Level 2 General Insurance License
- Minimum 3 years of experience selling PersonalLines insurance
- Strong customer service andrelationship-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 benefitspackage
- Extended health, dental, vision care, and RRSPmatching
- Paid education, licensing, and professionaldevelopment
- Supportive, team-oriented work environment
- Opportunities for career growth andadvancement
- Work-life balance with consistent schedulingand no Sunday shifts
- Three weeks (15 days) of vacation to start
- Three paid “You” days per year (one volunteerday, 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 abackground/credit check and employment verification screening before startingemployment.

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📌 Personal Lines Insurance Advisor (Surrey)
🏢 Kaizen Lab
📍 Surrey