Autoplan Account Manager (British Columbia)

Autoplan Account Manager (British Columbia)

05 Nov
|
Schill Insurance Brokers
|
British Columbia

05 Nov

Schill Insurance Brokers

British Columbia

As an Autoplan Account Manager at Schill Insurance, you are the first point of contact for clients needing auto insurance. Whether they are renewing a policy, buying a recent vehicle, or navigating something more complex, you help make it easy. You are part of the team that keeps our branch moving, delivering Schill’s 5-star client experience with every transaction. You don’t need years of experience to thrive here. What matters most is a people-first mindset, attention to detail, and a willingness to learn.

Responsibilities
Client Service & Relationship Building

Greet clients in person and over the phone in a warm, welcoming, and professional way.

Guide clients through their Autoplan needs, explaining coverages clearly and checking for any gaps or opportunities.

Ask thoughtful questions to understand their broader insurance needs, such as home or business, so we can help protect more of what matters to them.

Follow up on renewals and help clients feel confident in their decisions.

Autoplan Processing & Accuracy

Handle all types of Autoplan transactions, including new policies, renewals, changes, transfers, permits, and cancellations.

Learn to navigate tools like Policy Center, Autoplan Extranet, Autolink, and Epic through hands-on training and team support.





Ensure all transactions meet ICBC standards and are recorded correctly.

Operational & Administrative Support

Assist with day-to-day office needs like balancing the cashbox, preparing bank deposits, managing supplies, and processing mail.

Maintain inventory levels of plates, brochures, and other ICBC materials.

Contribute to a clean, organized, and efficient workspace that supports your teammates and clients alike.

Team Contribution & Collaboration

Collaborate with coworkers to meet branch goals and support 5-Star client experience.

Share knowledge and ask questions freely.

Represent Schill in a positive light with external partners such as ICBC.

Success Factors
How You Show Up

Warm, professional presence that puts clients at ease

Calm and constructive when things get busy or clients feel stressed

Strong attention to accuracy and detail

Reliable and adaptable, with a team-first mindset and willingness to pitch in

What You Know

Level 1 general insurance license required

Minimum 6 months of experience

Basic computer literacy and comfort learning new systems

Familiarity with customer service or administrative tasks in a busy environment

Willingness to develop deep knowledge of Autoplan and other insurance products

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📌 Autoplan Account Manager (British Columbia)
🏢 Schill Insurance Brokers
📍 British Columbia

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