The Role

As a Commercial Lines Account Associate, you’ll be the operational backbone of our Commercial Lines team (Strata department). You’ll support Account Managers and Account Executives by ensuring client files are accurate, documentation is complete, and billing processes run smoothly. Your attention to detail and organization help deliver a seamless, 5-star client experience while enabling the team to focus on building strong client relationships.

________________________________________

Who You Are

- Organized and detail-oriented-you take pride in accuracy and keeping things on track
- Reliable and professional-you handle confidential information with care
- Team-oriented-you enjoy supporting others and contributing to shared success
- Clear communicator-you follow through and ask questions when needed
- Proactive and dependable-you anticipate needs and stay ahead of deadlines
- Adaptable and efficient-you manage multiple priorities in a fast-paced environment
- Positive and collaborative-you bring a supportive attitude to the workplace

________________________________________

What You’ll Be Responsible For

Support Client & Team Operations

- Answer and direct incoming calls, assisting clients when possible
- Respond to client inquiries and route requests to the appropriate team member
- Collaborate with Account Managers and Account Executives to maintain complete and up-to-date client files
- Help ensure timelines and service standards are consistently met

Manage Documentation & Policy Administration

- Process renewals, endorsements, cancellations, and new business in accordance with company procedures
- Accurately enter policy updates, activities, and notes into Epic and insurer portals
- Prepare certificates of insurance, binders, invoices,



and client correspondence
- Maintain expiry lists and assist with renewal preparation
- Process incoming mail and ensure all documentation is properly stored
- Follow up on outstanding underwriting requirements and client requests

Coordinate Billing & Payments

- Collect agency and direct bill premiums and record payments accurately in Epic
- Assist with accounts receivable follow-ups and outstanding insurer notices
- Support administration of payment plans
- Work with accounting and the Commercial Lines team to ensure billing accuracy and timely processing

________________________________________

Stay Organized and Efficient

- Maintain accurate and confidential client records
- Prioritize tasks and meet deadlines in a fast-paced environment
- Ensure all processes and documentation meet company standards

________________________________________

What You Bring

Must-Haves

- High school diploma
- Strong organizational and time management skills
- Excellent communication and interpersonal abilities
- High attention to detail and accuracy
- Ability to handle confidential information with discretion

________________________________________

Nice-to-Haves

- Experience in commercial insurance or a similar administrative role
- Level 1 General Insurance License (would be happy to help obtain in the first 6 months of employment)




- Familiarity with Epic and insurer portals
- Understanding of insurance documentation and billing processes
- Background in customer service or a client-facing role

________________________________________

About Us

At Schill Insurance, we’ve grown from a small, one-person office into a trusted brokerage with multiple locations across British Columbia. While we’re part of a larger national network, we’ve stayed true to our roots as a family-operated business that values people first.

Our culture is built on curiosity, collaboration, and continuous growth. We invest in our team through coaching, training, and development opportunities—because when our people succeed, so do our clients.

________________________________________

Why Join Schill Insurance?

- Market-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 (volunteer day, 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.

Benefits:

- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Vision care
- Wellness program

Work Location: In person

📌 Commercial Lines Assistant (Surrey)
🏢 Schill Insurance Brokers
📍 Surrey