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Personal Lines Account Manager

Schill Insurance Brokers
$45,000 - $55,000 a year
Port Coquitlam, British Columbia
Full time
3 weeks ago

Job description

The Opportunity:

As a Personal Lines Account Manager – Assist Team at Schill Insurance, you provide the highest level of service to our clients. You see opportunities, find solutions, and create a positive environment for everyone around you.

About Us:

Schill Insurance has grown from a small, one-person office in Port Coquitlam to 10 locations across the Lower Mainland and Vancouver Island, with a team of nearly 200 dedicated professionals. Our success comes from strong client relationships, a commitment to personal and professional development, and a culture driven by curiosity, care, and continuous growth. We remain proudly family-operated while also being part of the BrokerLink/Intact group of companies, giving us the strength of a national network with the heart of a local business.

At Schill, we value our people and foster a supportive, dynamic work environment where individuals can thrive. We believe in leveraging natural talents, creating opportunities for growth, and encouraging fresh ideas. Through coaching, training, and collaboration, we empower our teams to succeed—because when our people grow, we all grow.

About the Role:

  • Answer telephone professionally and within two rings. Offer assistance before directing clients to the appropriate person or voicemail.

  • Respond to client inquiries and return phone calls in a timely manner.

  • Produce written client correspondence professionally and in accordance with Schill guidelines.

  • Solicit, sell, and service all forms of personal lines business for new and existing clients.

  • Develop business opportunities through up-selling and cross-selling.

  • Underwrite new and renewal business according to company guidelines.

  • Process new business, policy renewals, endorsements, and cancellations according to established procedures.

  • Contact clients regarding renewals and re-market options when necessary to meet their needs and retain their business.

  • Maintain up to date client records in Epic, including communication and documentation.

  • Create and follow up on abeyances for outstanding underwriting items and client requests.

  • Maintain zero accounts receivable for both direct bill and agency bill policies.

  • Acquire, maintain, and upgrade technical skills and personal knowledge of insurance products.

  • Maintain positive working relationships with external and internal groups, including company underwriters and your fellow team members.

  • Assist in processing all types of personal lines insurance including renewals, transfers, changes, permits, cancellations, debt collections, special coverages, and general customer inquiries.

  • Other duties or responsibilities as assigned, either temporarily or permanently.

About You:

  • Level 1 general insurance license
  • Minimum 1 year experience in the Insurance industry

  • Natural ability to build strong client relationships.

  • Thorough knowledge of personal insurance concepts and processes.

  • Outstanding communication skills, both written and verbal.

  • Exceptional priority management and organization ability.

  • Desire to learn and support the team.

  • Proficient at navigating web-based portals and programs.

  • Critical thinker and solution finder.

What’s in it for You:

  • A Competitive base salary
  • Exceptional and collaborative culture with a proven people first focus
  • Promotion of work / life balance
  • A positive and team-oriented environment
  • Excellent opportunities for career progression and continuing education program
  • All education, licensing and society membership costs are included
  • Extended health benefits

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

Job Types: Full-time, Permanent

Pay: $45,000.00-$55,000.00 per year

Benefits:

  • Dental care
  • Extended health care
  • On-site parking
  • Paid time off
  • RRSP match

Schedule:

  • 8 hour shift
  • Monday to Friday

Licence/Certification:

  • Level 1 Insurance Licence (required)
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