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 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 robust 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.

#J-18808-Ljbffr

📌 Personal Lines Insurance Advisor (British Columbia)
🏢 Kaizen Lab
📍 British Columbia