Personal Lines Representative
- Vancouver, BC, Canada
Full-time
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Job details
- Job type
- Full-time
- Posting language
- English
- Posted
Original job description
This position is not remote.
About Us
Hendry, Swinton, McKenzie Insurance Services Inc. has been locally owned and operated in Victoria since 1983. Specializing in commercial and home insurance products, HSM is proud to provide our clients with access to Canada’s best and most competitively priced insurance markets. Our slogan reads, “Insurance is our only business” for a reason – it’s all we do.
The HSM Insurance team feels like a family – because it is one. We are a multi-generational team of insurance experts with a deep knowledge and experience, and we support one another to meet our common goals and support our clients. We offer competitive compensation packages, flexible hours, a great working environment, and opportunities for advancement within our organization.
There are many benefits to working for a family-run organization:
You will work hard to build long-term, professional relationships with current and potential clients by communicating in a simple and easy to understand manner. You must be able to capably and accurately present facts, choices, and useful advice, verbally and in writing, so that new and existing customers can make a confident and informed decision regarding their insurance needs.
You Will Perform All Facets Of Personal Lines Processing
Required:
6 months experience working with an insurance company, brokerage etc.
Schedule
Depending on experience: $45,000 to $70,000
Please submit resume to our Operations Manager, Sue O’Farrell @ sofarrell@hsminsurance.com
About Us
Hendry, Swinton, McKenzie Insurance Services Inc. has been locally owned and operated in Victoria since 1983. Specializing in commercial and home insurance products, HSM is proud to provide our clients with access to Canada’s best and most competitively priced insurance markets. Our slogan reads, “Insurance is our only business” for a reason – it’s all we do.
The HSM Insurance team feels like a family – because it is one. We are a multi-generational team of insurance experts with a deep knowledge and experience, and we support one another to meet our common goals and support our clients. We offer competitive compensation packages, flexible hours, a great working environment, and opportunities for advancement within our organization.
There are many benefits to working for a family-run organization:
- Flexibility in your working hours with consideration of your family needs
- RRSP matching
- Competitive wage package including holidays / extended health and dental
- Friendly and accommodating office atmosphere
- A strong network of local communities
- Birthday off with pay
You will work hard to build long-term, professional relationships with current and potential clients by communicating in a simple and easy to understand manner. You must be able to capably and accurately present facts, choices, and useful advice, verbally and in writing, so that new and existing customers can make a confident and informed decision regarding their insurance needs.
You Will Perform All Facets Of Personal Lines Processing
- Maintain and manage a book of business.
- Follow up on documentation requirements.
- Approach markets for quotes.
- Keep up to date with industry changes and ongoing training.
- Engage with clients to determine their needs and provide expert advise to ensure they are receiving the best coverage.
- Manage and process renewals in a timely basis (maintaining a high level of client retention) through proactive contact via phone, letter, and email.
- Support clients through the claims process.
- Developing and maintaining respectful, professional, and friendly working relationships with colleagues, company underwriters and anyone we do business with
Required:
- General Insurance Level 1 License is required.
- ICBC experience required (use of Policy Centre, batching)
- Excellent interpersonal and communication skills
- Ability to communicate effectively both verbally and written.
- Willingness to learn and absorb new information quickly.
- Proficiency with MS Office Software (Word, Excel, Outlook).
- Prioritize tasks, set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form.
- Personal Lines experience preferred.
- General Understanding of insurance wordings, coverages and policy templates
- EPIC system experience.
- The ability to multi-tasking is a definite asset for this position.
- Strong work ethic.
6 months experience working with an insurance company, brokerage etc.
Schedule
- Monday to Friday9 am to 5 pm
- Positions available at both Victoria offices
- Career Development Opportunities and in-house mentoring
- Ability to gain higher levels of insurance certification (CAIB, CIP, CRM/ERM).
- Ability to learn new skills and cross-training in all departments.
- Future advancement as other positions become available.
Depending on experience: $45,000 to $70,000
Please submit resume to our Operations Manager, Sue O’Farrell @ sofarrell@hsminsurance.com
More about this job
Responsibilities
Manage a personal lines book of business, obtain quotes, follow up on documentation, and process renewals while maintaining strong client retention. Advise clients on coverage, support them through claims, and build professional relationships with clients, colleagues, and underwriters.
Requirements
A General Insurance Level 1 License and ICBC experience, including Policy Centre and batching, are required; at least six months of insurance company or brokerage experience is specified. Strong communication and interpersonal skills, willingness to learn, Microsoft Office proficiency, and the ability to prioritize and solve problems are required; personal lines and EPIC experience are preferred.
Skills
- Personal Lines Insurance Processing
- Insurance Needs Assessment
- Insurance Quoting
- Policy Renewals
- Claims Support
- Documentation Follow-Up
- ICBC Policy Centre
- Batching
- Verbal Communication
- Written Communication
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Problem-Solving
- Multitasking
Benefits
- Flexible Working Hours
- RRSP Matching
- Competitive Wages
- Paid Holidays
- Extended Health Benefits
- Dental Benefits
- Friendly Office Atmosphere
- Birthday Off With Pay
- Career Development Opportunities
- In-House Mentoring
- Insurance Certification Opportunities
- Cross-Training
- Advancement Opportunities
Visa sponsorship
Not detected in the job text
Hiring contact
Sue O’Farrell
Hiring contact email
sofarrell@hsminsurance.com
Categories
- Customer Service & Support
- Sales
- Finance & Accounting
Keywords
- Personal Lines Insurance
- General Insurance Level 1 License
- ICBC
- Policy Centre
- Batching
- Insurance Brokerage
- Book Of Business
- Insurance Quotes
- Policy Renewals
- Client Retention
- Claims Process
- Insurance Coverage
- Insurance Wordings
- Policy Templates
- EPIC
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- CAIB
- CIP
- CRM
- ERM
- Documentation Requirements
- Underwriters