As a Personal Lines Service Account Manager at Schill Insurance, you manage a high-volume book of Personal Lines clients and provide responsive, reliable service when they need us. You handle their day-to-day insurance needs while keeping files accurate and on track. As part of our centralized Service Team, you work closely with Personal Lines Account Managers across our branches to ensure smooth handoffs and a consistent client experience.ResponsibilitiesClient Service & Account ManagementRespond to client calls, emails, and service requests in a timely and professional manner.Help clients understand their coverage, options, and next steps when questions or changes arise.Manage renewals and ongoing account needs, including remarketing, policy changes, cancellations, payments, and eligible new business within established service guidelines.Policy & Workflow ManagementProcess policy transactions accurately and in line with Schill procedures.Maintain complete and accurate records in Epic, including timely documentation of client conversations and policy activity.Prioritize activities and follow up on outstanding client, underwriting, and billing items within established service timelines.Team ContributionWork closely with Personal Lines Account Managers across our branches to ensure smooth client handoffs and follow-through.Communicate clearly when additional client information, contact, or action is required.Support Service Team teammates during peak periods and contribute to consistent, efficient ways of working.Knowledge & DevelopmentStay current on Personal Lines products, coverages, insurer requirements, systems,



and market changes.Use available resources and feedback to strengthen technical knowledge and service skills.Proactively earn continuing education credits and continue developing within Personal Lines.Success FactorsHow You Show UpFriendly and professional, with a clear focus on helping the clientOrganized and dependable when managing competing prioritiesCalm and productive without sacrificing accuracy or qualityCollaborative, with strong communication and follow-throughWhat You KnowLevel 1 general insurance license, with a commitment to working towards Level 2Working knowledge of Personal Lines insurance products, markets, and coveragesComfort using Epic, insurer portals, and other tools used to manage client accountsUnderstanding of documentation, accuracy, and E&O requirementsAbout UsAt Schill Insurance, we've grown from a small, one-person office into a trusted brokerage with multiple locations across British Columbia. While we're part of a larger national network, we've stayed true to our roots as a family-operated business that values people first.Our culture is built on curiosity, collaboration, and continuous growth. We invest in our team through coaching, training, and development opportunities—because when our people succeed, so do our clients.Why Join Schill Insurance?Competitive salary and comprehensive benefits packageExtended health, dental, vision care, and RRSP matchingPaid education, licensing, and professional developmentSupportive, team-oriented work environmentOpportunities for career growth and advancementWork-life balance with consistent scheduling and no Sunday shiftsThree weeks (15 days) of vacation to startThree paid "You" days per year (volunteer day, personal day, and your birthday off with pay)$600 annual wellness spending accountAs part of our hiring process, successful candidates must consent to a background/credit check and employment verification screening before starting employment.

📌 Insurance Advisor (Surrey)
🏢 Schill Insurance
📍 Surrey