The RoleAs 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 ForDeliver Outstanding Client ServiceGreet walk-in clients and visitors in acourteous and professional mannerAnswer incoming calls promptly andprofessionally, ensuring client needs are addressedRespond to client inquiries and return callsin a timely mannerProduce clear, professional writtencorrespondence in line with company standardsManage and Grow Personal Lines BusinessSolicit, sell, and service Personal Linesinsurance for new and existing clientsIdentify opportunities to up-sell andcross-sell by obtaining expiry dates and understanding client needsUnderwrite new and renewal business inaccordance with company guidelinesProactively review renewals, communicatepremium changes, and re-market policies as needed to retain businessPolicy Administration & AccuracyProcess renewals, endorsements, andcancellations following established proceduresAccurately enter and maintain client data,transactions, and notes in EPICMaintain complete and up-to-date clientrecords to support team collaborationCreate and follow up on abeyances foroutstanding underwriting items and client requestsBilling & Financial ResponsibilityCollect and process direct bill and agencybill premiumsEnsure accurate documentation of payments inEPICMaintain zero accounts receivable by ensuringtimely and complete paymentsClaims & Client AdvocacyAssist clients with claims by gatheringinformation and coordinating with insurersAct as an advocate for clients to help resolveissues and ensure a smooth claims experienceAuto Insurance SupportAssist with all types of auto insurancetransactions, including renewals, transfers, changes, permits,cancellations, and new platesSupport commercial auto, fleets, and specialtycoverages as neededHandle general auto insurance inquiries withconfidence and accuracyCollaboration & Skilled DevelopmentBuild and maintain strong relationships withexternal partners, including underwriters, ICBC, and industry associationsContinuously develop technical knowledge andstay up to date on insurance products and industry trendsSupport team operations and step in whereneeded to meet business needsWhat You BringMust-HavesLevel 2 General Insurance LicenseMinimum 3 years of experience selling PersonalLines insuranceStrong customer service andrelationship-building skillsExcellent communication skills (written andverbal)High level of accuracy and attention to detailAbility to manage multiple priorities in a fast-paced environmentNice-to-HaveExperience using EPIC broker management systemWhy Join Schill Insurance?Competitive salary and comprehensive benefitspackageExtended health, dental, vision care, and RRSPmatchingPaid education, licensing, and professionaldevelopmentSupportive, team-oriented work environmentOpportunities for career growth andadvancementWork-life balance with consistent schedulingand no Sunday shiftsThree weeks (15 days) of vacation to startThree paid "You" days per year (one volunteerday, one personal day, and your birthday off with pay)$600 annual wellness spending accountAs 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