Personal Lines Account Manager (British Columbia)

Personal Lines Account Manager (British Columbia)

12 Aug
|
Schill Insurance Brokers
|
British Columbia

12 Aug

Schill Insurance Brokers

British Columbia

As a Personal Lines Account Manager at Schill Insurance, you’ll deliver exceptional service to our clients while identifying opportunities to go above and 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 thrives in a client-facing environment and takes pride in delivering high-quality, responsive service.
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What You’ll Be Responsible For Greet walk-in clients and visitors in a courteous and professional manner
Answer incoming calls promptly and professionally, ensuring client needs are addressed
Respond to client inquiries and return calls in 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 current and existing clients
Identify opportunities to up-sell and cross-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 in EPIC
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 specialty coverages 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 and stay up to date on insurance products and industry trends
Support team operations and step in where needed to meet business needs
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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 and verbal)
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
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About the Role This position requires flexibility and a team‑first mindset. As a growing organization, responsibilities may evolve over time to meet business needs. We’re looking for someone who is adaptable, dependable, and ready to contribute wherever needed.
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Why Join Schill Insurance? Competitive salary and comprehensive benefits package
Extended health, dental, vision care, and RRSP matching
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 a background/credit check and employment verification screening before starting employment.

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📌 Personal Lines Account Manager (British Columbia)
🏢 Schill Insurance Brokers
📍 British Columbia

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