Personal Lines Advisor (Home Insurance) (Surrey)

Personal Lines Advisor (Home Insurance) (Surrey)

19 Oct
|
JJB Insurance
|
Surrey

19 Oct

JJB Insurance

Surrey

JJB Insurance
JJB Insurance is an independently owned and operated insurance brokerage based in Surrey, BC. We are committed to our team and clients!

We are looking to hire a Personal Lines Insurance Advisor to our team. This role would focus on helping our customers with their home insurance renewals / retention.

Job Summary
The Personal Lines Insurance Advisor is responsible for managing the renewal and retention of home insurance related policies and delivering knowledgeable, client-focused coverage solutions. This role builds solid client relationships, ensures accurate policy servicing, and supports cross-selling opportunities in a collaborative brokerage environment.

Duties

- Lead the renewal and retention of our personal lines clients (home, rental, tenant, and condo)
- Handle policy renewals, endorsements, cancellations, and payments
- Build and maintain relationships with clients
- Provide clear and well-informed personal lines coverage solutions
- Cross-sell other relevant insurance products




- Maintain detailed notes and complete relevant administrative tasks
- Maintain knowledge of insurance products, coverage offerings, and industry regulation

Requirements

- Minimum 2 years experience with Personal Lines Insurance
- Proficiency with Applied EPIC
- Punjabi language skills are an asset
- Working understanding and knowledge of insurance products
- Exceptional communication and time management skills
- Ability to work independently while thriving in a team-oriented environment
- Detail-oriented with a commitment to accuracy and professionalism

This role provides a Positive Work Environment, Competitive Salary, Career Advancement / Professional Development Opportunities.

Job Type: Full-time

Pay: $55,000.00-$65,000.00 per year

Benefits:

- Dental care
- On-site parking
- Vision care

Experience:

- Personal Lines Insurance: 2 years (preferred)

Work Location: In person

📌 Personal Lines Advisor (Home Insurance) (Surrey)
🏢 JJB Insurance
📍 Surrey

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