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 solid 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 clear, 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.

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