The RoleAs 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.________________________________________Who You AreOrganized anddetail-oriented-you take pride in accuracy and keeping things on trackReliable andprofessional-you handle confidential information with careTeam-oriented-you enjoysupporting others and contributing to shared successClear communicator-youfollow through and ask questions when neededProactive anddependable-you anticipate needs and stay ahead of deadlinesAdaptable andefficient-you manage multiple priorities in a fast-paced environmentPositive andcollaborative-you bring a supportive attitude to the workplace________________________________________What You'll Be Responsible ForSupport Client & Team OperationsAnswer and directincoming calls, assisting clients when possibleRespond to clientinquiries and route requests to the appropriate team memberCollaborate with AccountManagers and Account Executives to maintain complete and up-to-date clientfilesHelp ensure timelinesand service standards are consistently metManage Documentation & Policy AdministrationProcess renewals,endorsements, cancellations, and new business in accordance with companyproceduresAccurately enter policyupdates, activities, and notes into Epic and insurer portalsPrepare certificates ofinsurance, binders,



invoices, and client correspondenceMaintain expiry listsand assist with renewal preparationProcess incoming mailand ensure all documentation is properly storedFollow up on outstandingunderwriting requirements and client requestsCoordinate Billing & PaymentsCollect agency anddirect bill premiums and record payments accurately in EpicAssist with accountsreceivable follow-ups and outstanding insurer noticesSupport administrationof payment plansWork with accounting andthe Commercial Lines team to ensure billing accuracy and timely processing________________________________________Stay Organized and EfficientMaintain accurate andconfidential client recordsPrioritize tasks andmeet deadlines in a fast-paced environmentEnsure all processes anddocumentation meet company standards________________________________________What You BringMust-HavesHigh school diplomaStrong organizationaland time management skillsExcellent communicationand interpersonal abilitiesHigh attention to detailand accuracyAbility to handleconfidential information with discretion________________________________________Nice-to-HavesExperience in commercialinsurance or a similar administrative roleLevel 1 GeneralInsurance License (would be happy to help obtain in the first 6 months ofemployment)Familiarity with Epicand insurer portalsUnderstanding ofinsurance documentation and billing processesBackground in customerservice or a client-facing role________________________________________About 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?Competitive salary andcomprehensive benefits packageExtended health, dental,vision care, and RRSP matchingPaid education,licensing, and professional developmentSupportive,team-oriented work environmentOpportunities for careergrowth and advancementWork-life balance withconsistent scheduling and no Sunday shiftsThree weeks (15 days) ofvacation to startThree paid "You" daysper year (volunteer day, personal day, and your birthday off with pay)$600 annual wellnessspending accountAs part of our hiring process, successful candidates mustconsent to a background/credit check and employment verification screening before starting employment.Advantages:Company eventsDental careDisability insuranceEmployee assistanceprogramExtended health careLife insuranceOn-site parkingPaid time offRRSP matchVision careWellness programWork Location: In person

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