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

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Who You Are

Organized anddetail-oriented-you take pride in accuracy and keeping things on track

Reliable andprofessional-you handle confidential information with care

Team-oriented-you enjoysupporting others and contributing to shared success

Explicit communicator-youfollow through and ask questions when needed

Proactive anddependable-you anticipate needs and stay ahead of deadlines

Adaptable andefficient-you manage multiple priorities in a fast-paced environment

Positive andcollaborative-you bring a supportive attitude to the workplace

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What You’ll Be Responsible For
Support Client & Team Operations

Answer and directincoming calls, assisting clients when possible

Respond to clientinquiries and route requests to the appropriate team member

Collaborate with AccountManagers and Account Executives to maintain complete and up-to-date clientfiles

Help ensure timelinesand service standards are consistently met

Manage Documentation & Policy Administration

Process renewals,endorsements, cancellations, and new business in accordance with companyprocedures

Accurately enter policyupdates, activities, and notes into Epic and insurer portals

Prepare certificates ofinsurance, binders, invoices,



and client correspondence

Maintain expiry listsand assist with renewal preparation

Process incoming mailand ensure all documentation is properly stored

Follow up on outstandingunderwriting requirements and client requests

Coordinate Billing & Payments

Collect agency anddirect bill premiums and record payments accurately in Epic

Assist with accountsreceivable follow-ups and outstanding insurer notices

Support administrationof payment plans

Work with accounting andthe Commercial Lines team to ensure billing accuracy and timely processing

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Stay Organized and Efficient

Maintain accurate andconfidential client records

Prioritize tasks andmeet deadlines in a fast-paced environment

Ensure all processes anddocumentation meet company standards

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What You Bring
Must-Haves

High school diploma

Strong organizationaland time management skills

Excellent communicationand interpersonal abilities

High attention to detailand accuracy

Ability to handleconfidential information with discretion

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Nice-to-Haves

Experience in commercialinsurance or a similar administrative role

Level 1 GeneralInsurance License (would be happy to help obtain in the first 6 months ofemployment)

Familiarity with Epicand insurer portals





Understanding ofinsurance documentation and billing processes

Background in customerservice or a client-facing role

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About Us
At 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.

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Why Join Schill Insurance?

Competitive salary andcomprehensive benefits package

Extended health, dental,vision care, and RRSP matching

Paid education,licensing, and professional development

Supportive,team-oriented work environment

Opportunities for careergrowth and advancement

Work-life balance withconsistent scheduling and no Sunday shifts

Three weeks (15 days) ofvacation to start

Three paid “You” daysper year (volunteer day, personal day, and your birthday off with pay)

$600 annual wellnessspending account

As part of our hiring process, successful candidates mustconsent to a background/credit check and employment verification screening before starting employment.

Benefits:

Company events

Dental care

Disability insurance

Employee assistanceprogram

Extended health care

Life insurance

On-site parking

Paid time off

RRSP match

Vision care

Wellness program

Work Location: In person

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📌 Commercial Lines Assistant (British Columbia)
🏢 Schill Insurance Brokers
📍 British Columbia