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Schill Insurance Brokers Ltd.

Insurance Advisor

Surrey, BC, Canada

Pay: $50,000 to $60,000 CAD / year
Job type: Full-time
Apply by: Oct 21, 2026
Experience: Minimum 3 years of experience selling Personal Lines insurance
Posting language: English
Posted: Sep 21, 2026

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Original job description

The Role

As a Personal Lines Account Manager at Schill Insurance, you’ll deliver exceptional service to our clients while identifying opportunities to go above and beyond their expectations. You’ll play a key role in building strong client relationships, managing policies, and supporting the continued growth of our Personal Lines business.

This role is ideal for an experienced insurance professional who thrives in a client-facing environment and takes pride in delivering high-quality, responsive service.

What You’ll Be Responsible For

Deliver Outstanding Client Service

Greet walk-in clients and visitors in a courteous and professional manner
Answer incoming calls promptly and professionally, ensuring client needs are addressed
Respond to client inquiries and return calls in a timely manner
Produce clear, professional written correspondence in line with company standards

Manage and Grow Personal Lines Business

Solicit, sell, and service Personal Lines insurance for new and existing clients
Identify opportunities to up-sell and cross-sell by obtaining expiry dates and understanding client needs
Underwrite new and renewal business in accordance with company guidelines
Proactively review renewals, communicate premium changes, and re-market policies as needed to retain business

Policy Administration & Accuracy

Process renewals, endorsements, and cancellations following established procedures
Accurately enter and maintain client data, transactions, and notes in EPIC
Maintain complete and up-to-date client records to support team collaboration
Create and follow up on abeyances for outstanding underwriting items and client requests

Billing & Financial Responsibility

Collect and process direct bill and agency bill premiums
Ensure accurate documentation of payments in EPIC
Maintain zero accounts receivable by ensuring timely and complete payments

Claims & Client Advocacy

Assist clients with claims by gathering information and coordinating with insurers
Act as an advocate for clients to help resolve issues and ensure a smooth claims experience

Auto Insurance Support

Assist with all types of auto insurance transactions, including renewals, transfers, changes, permits, cancellations, and new plates
Support commercial auto, fleets, and specialty coverages as needed
Handle general auto insurance inquiries with confidence and accuracy

Collaboration & Professional Development

Build and maintain strong relationships with external partners, including underwriters, ICBC, and industry associations
Continuously develop technical knowledge and stay up to date on insurance products and industry trends
Support team operations and step in where needed to meet business needs

What You Bring

Must-Haves

Level 2 General Insurance License
Minimum 3 years of experience selling Personal Lines insurance
Strong customer service and relationship-building skills
Excellent communication skills (written and verbal)
High level of accuracy and attention to detail
Ability to manage multiple priorities in a fast-paced environment

Nice-to-Have

Experience using EPIC broker management system

Why Join Schill Insurance?

Competitive salary and comprehensive benefits package
Extended health, dental, vision care, and RRSP matching
Paid education, licensing, and professional development
Supportive, team-oriented work environment
Opportunities for career growth and advancement
Work-life balance with consistent scheduling and no Sunday shifts
Three weeks (15 days) of vacation to start
Three paid “You” days per year (one volunteer day, one personal day, and your birthday off with pay)
$600 annual wellness spending account

As part of our hiring process, successful candidates must consent to a background/credit check and employment verification screening before starting employment.

Apply About employer

More about this job

Responsibilities

The role involves managing personal lines insurance policies, building client relationships, and identifying opportunities for up-selling and cross-selling. You will also handle policy administration, claims advocacy, and provide professional service to walk-in and phone-based clients.

Requirements

Candidates must hold a Level 2 General Insurance License and possess at least 3 years of experience in personal lines insurance sales. Strong communication skills, attention to detail, and proficiency in client-facing environments are essential.

Skills

Insurance sales
Policy administration
Underwriting
Customer service
EPIC broker management system
Claims advocacy
Auto insurance
Communication
Attention to detail
Time management
Cross-selling
Up-selling
Data entry

Benefits

Extended health
Dental care
Vision care
RRSP matching
Paid education
Licensing support
Professional development
Vacation
Paid volunteer day
Paid personal day
Paid birthday off
Wellness spending account

Visa sponsorship

Not detected in the job text

Keywords

Insurance Advisor
Personal Lines
Account Manager
EPIC
Underwriting
ICBC
Insurance
Sales
Customer Service
Policy Management
Claims
Auto Insurance
Renewals
Endorsements
Cancellations
Direct bill
Agency bill
Broker management system
Client advocacy
Professional development

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