Personal Lines Advisor
- Langley, BC, Canada
Salary up to $50,000 for level 1 holders. $52,000 and above for Level 2 holder · Full-time
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Job details
- Pay
- Salary up to $50,000 for level 1 holders. $52,000 and above for Level 2 holder
- Job type
- Full-time
- Apply by
- Experience
- 3 years or more experience in managing a Personal Lines
- Posting language
- English
- Posted
Original job description
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Our client, a well-established insurance provider in British Columbia, is seeking a motivated and customer-focused Personal Lines Insurance Advisor to join their team. This is a fantastic opportunity for someone who is looking for a growth opportunity within a team of experience advisors. As an advisor, you’ll play a key role in delivering personalized insurance solutions for home, auto, tenant, condo and high value products for customers.
Benefits & Perk
- Salary up to $50,000 for level 1 holders. $52,000 and above for Level 2 holder
- Dental and medical coverage
- RRSP matching
- Paid leaves
- Learning and Development opportunities
- Team-oriented, fun and friendly environment with a low turnover ratio
Responsibilities
- Analyzing client coverages and exposures to provide expert advice.
- Proactively contacting insurance companies regarding renewal.
- Consistently providing a high level of customer service in a prompt, courteous, and professional manner.
- Efficiently and accurately underwriting new and renewal business according to company or program guidelines.
- Processing policy renewals, endorsements, and cancellations by established office procedures and best practices.
- Completing the binding, invoicing, premium collection, and file documentation of assigned accounts
Qualifications
- Level 1 General Insurance License (Level 2 desired)
- 3 years or more experience in managing a Personal Lines
- Team-oriented personality
- Technical skills in MS Office and Insurance Portals (EPIC)
David Aplin & Associates Inc., operating as Aplin, and its associated brands, CompuStaff and Impact Recruitment, is an award-winning employment agency connecting diverse, top-tier talent with exceptional organizations across North America. We welcome applicants from all backgrounds and charge no fees to apply or engage with our recruiters. Our clients partner with us to help expand and diversify their teams. Please note that all applicants must be legally entitled to work in Canada, including holding any necessary work permits.
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More about this job
Responsibilities
The Personal Lines Advisor at Aplin will review client insurance coverage and provide advice, contact insurers about renewals, and handle policy underwriting, renewals and cancellations. They will also bind policies, invoice clients and keep file records.
Requirements
Candidates need a Level 1 General Insurance License (Level 2 preferred), at least 3 years managing personal lines insurance, a team-oriented attitude, and skills in MS Office and insurance portals such as EPIC.
Skills
- Personal lines insurance
- Coverage analysis
- Insurance underwriting
- Policy renewals
- Policy binding
- Premium collection
- Customer service
- Insurance portals
- EPIC
- MS Office
- Client advising
- Documentation
Benefits
- Dental and medical coverage
- RRSP matching
- Paid leaves
- Learning and development opportunities
Categories
- Finance & Accounting
- Insurance
- Customer Service & Support
- Sales
Keywords
- personal lines insurance
- insurance advisor
- home insurance
- auto insurance
- tenant insurance
- condo insurance
- high value insurance
- policy renewals
- underwriting
- policy binding
- general insurance license
- EPIC
- MS Office
- British Columbia
- insurance broker
- client service
Seniority
Mid level
Perks
- Retirement plan
Licences and certifications
- Level 1 General Insurance License
- Level 2 General Insurance License
Tools
- MS Office
- EPIC
Languages
- English