Strata Insurance Account Manager (Surrey)

Strata Insurance Account Manager (Surrey)

29 Sep
|
Schill Insurance Brokers
|
Surrey

29 Sep

Schill Insurance Brokers

Surrey

The RoleAs a Strata Insurance Account Manager, you'll be atrusted partner to property managers and strata councils, helping them navigatethe unique complexities of strata insurance with confidence. You'll manageclient relationships, lead renewal and policy processes, coordinate withinsurers and underwriters, and ensure clients receive proactive, consistent,5-star service.Your ability to understand risk, explain coverage clearly,and stay ahead of deadlines will help protect what matters most to our clientswhile supporting the continued success of our Strata team.Who You AreClient-focusedand relationship-driven — you build trust and enjoy becoming a valuedpartner to your clientsConfidentand professional — you communicate clearly and are comfortable guidingclients through complex insurance decisionsOrganizedand detail-oriented — you take pride in accuracy, documentation, andfollowing through on commitmentsProactiveand dependable — you anticipate needs, stay ahead of renewals, andkeep work movingSolutions-oriented— you look for practical ways to protect clients and overcome challengesCalmunder pressure — you remain steady and focused when managing complexor time-sensitive issuesCollaborativeand team-oriented — you work closely with Account Executives,colleagues, and underwriters to achieve shared successAdaptableand curious — you stay current with market changes, strata trends, andevolving client needsWhat You'll Be Responsible ForBuild Strong Client RelationshipsBuildstrong, professional relationships with property managers and stratacouncils through responsive, proactive serviceRespondto client inquiries and provide clear guidance on coverages, limits,deductibles, exclusions, and key exposuresHelpclients understand their insurance options and make confident, informeddecisionsReachout proactively before renewal to understand changes, discuss increases,and identify potential coverage needsEnsureclient coverage remains accurate and help identify and prevent potentialgapsDevelopa strong understanding of each client's business, property, and uniquestrata exposuresManage Policies & RenewalsManagenew business, renewals, endorsements,



cancellations, and policy changes inaccordance with Schill proceduresPreparesubmissions, proposals, binders, invoices, certificates, endorsements, andclient correspondenceReviewpolicy wordings and quotations to confirm accuracy and alignment withclient needsComparequotations and identify restrictions, exclusions, coverage limitations,and other significant considerationsReviewexpiry lists well in advance and gather the information required forrenewal and remarketingMaintaincomplete and accurate documentation in Epic for all client, insurer, andunderwriting interactionsTrackoutstanding activities and follow up proactively to ensure deadlines andservice standards are metWork with Underwriters & Insurance MarketsFrontline-underwritenew and renewal business in accordance with insurer guidelines and SchillstandardsPreparecomplete and accurate submissions and ensure underwriting information isprovided in a timely mannerObtainadditional information requested by underwriters and assist clients withcompleting applicationsBuildstrong working relationships with underwriters and insurance marketsStaycurrent on market appetite, strata trends, coverage changes, and industrydevelopmentsCoordinateremarketing activities and work with markets to secure appropriatecoverage for clientsSupport the Team & Grow the BusinessPartnerclosely with Account Executives to effectively service and grow the Stratabook of businessIdentifyrelevant coverage needs and rounding opportunities and coordinate with theAccount Executive as appropriateSupportcolleagues during high-volume periods or absencesContributeto a positive, accountable, and collaborative team environmentMaintainhigh standards for documentation, workflow, client service,



andfollow-throughWhat You BringMust-HavesLevel1 General Insurance License3-5 year experience working in Property InsuranceExcellentcommunication and interpersonal skillsStrongorganizational and time management abilitiesHighattention to detail and accuracyAbilityto manage multiple priorities and meet deadlinesStrongjudgement and problem-solving skillsAbilityto communicate insurance concepts and coverage information clearly toclientsAbilityto handle confidential client information with discretionNice-to-HavesLevel2 General Insurance LicenseExperienceworking with strata insurance products and marketsExperienceworking with property managers and/or strata councilsWorkingknowledge of strata risk exposures, coverage requirements, and policywordingsExperiencewith frontline underwriting and insurer submission guidelinesProficiencywith Epic and insurer portalsCommercialLines insurance experienceExperiencemanaging a book of business or client portfolioAbout UsAt Schill Insurance, we've grown from a small, one-personoffice into a trusted brokerage with multiple locations across BritishColumbia. While we're part of a larger national network, we've stayed true toour roots as a family-operated business that values people first.Our culture is built on curiosity, collaboration, andcontinuous growth. We invest in our team through coaching, training, anddevelopment opportunities—because when our people succeed, so do our clients.Why Join Schill Insurance?Competitivesalary and comprehensive benefits packageExtendedhealth, dental, vision care, and RRSP matchingPaideducation, licensing, and professional developmentSupportive,team-oriented work environmentOpportunitiesfor career growth and advancementWork-lifebalance with consistent scheduling and no Sunday shiftsThreeweeks (15 days) of vacation to startThreepaid "You" days per year (volunteer day, personal day, and your birthdayoff with pay)$600annual wellness spending accountAs part of our hiring process, successful candidates mustconsent to a background/credit check and employment verification screeningbefore starting employment.

📌 Strata Insurance Account Manager (Surrey)
🏢 Schill Insurance Brokers
📍 Surrey

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