Senior Personal Lines Advisor

ABOUT THE POSITION As the Personal Lines Team Lead, you will be responsible for (but not limited to): Assisting walk in, telephone and electronic prospective clients regarding Personal Lines Insurance – Home Insurance, Vacant Policies, Renters Insurance (just to name a few). Train and mentor staff on all things personal lines Take part in management meetings when required Evaluating the insurance needs of clients and prospects (ensuring no gaps or lapses in coverage). Regularly follow-up with all prospects. Proactively contacting insureds regarding renewal increases and remarketing policies as necessary. Calculating premiums and rates; apply payments and/or refunds Completing the binding, invoicing, premium collection, and file documentation of assigned accounts. Efficiently and accurately underwriting new and renewal business accordingly to company or program guidelines. Consistently providing a high level of customer service in a prompt, courteous, and professional manner. THE REQUIREMENTS Hold a Level 2 Insurance Broker license in British Columbia. Have at least 3 to 5 years of experience in the insurance industry with a minimum of 3 years as a Personal Lines Broker. Portal experience – using Intact, Aviva, Wawanesa, Premier, CanSure etc. Creative thinker – Problem solver. Familiarity with EPIC is a huge asset Past leadership experience is an asset COMPENSATION $60,000 to $70,000+ per annum. (based on experience) + commissions. Comprehensive benefits package. 2 weeks’ vacation to start (negotiable) Hybrid work is a possibility for this role Career growth and advancement. Mentorship and support. Future opportunities and training in other areas of insurance available for qualified individuals