At a Glance
- Tasks: Manage and service a diverse portfolio of personal insurance clients with tailored solutions.
- Company: Established insurance brokerage in Richmond, BC, focused on exceptional client service.
- Benefits: Competitive salary, hybrid work flexibility, and opportunities for career development.
- Other info: Join a supportive team with long-term growth potential in the insurance industry.
- Why this job: Build meaningful client relationships while expanding your insurance expertise.
- Qualifications: Level 2 Insurance Licence and 3+ years of Personal Lines experience required.
The predicted salary is between 68400 - 83600 $ per year.
Are you an experienced Personal Lines Insurance Advisor looking for a new opportunity where your expertise, client relationships, and commitment to exceptional service are truly valued? Our client, an established insurance brokerage in Richmond, BC, is seeking a seasoned Personal Lines Advisor to join their team. This is an excellent opportunity for an insurance professional who enjoys building strong client relationships, providing tailored insurance solutions, and managing a diverse portfolio of personal insurance clients. The ideal candidate will bring strong Personal Lines experience, excellent technical knowledge, and a client-first approach. Experience in Commercial Lines is considered an asset, and candidates interested in expanding their expertise into Commercial Insurance are encouraged to apply.
With competitive compensation based on experience and the potential for a hybrid work arrangement, this opportunity offers an appealing next step in your insurance career.
What You'll Be Doing
- Manage and service a portfolio of new and existing Personal Lines insurance clients.
- Review client coverages, identify exposures, and provide expert insurance recommendations.
- Prepare comprehensive insurance proposals and recommend appropriate coverage solutions.
- Process renewals, endorsements, cancellations, and policy changes accurately and efficiently.
- Work proactively with insurance carriers to negotiate renewals and secure competitive coverage options.
- Underwrite new and renewal business according to brokerage and carrier guidelines.
- Complete policy binding, invoicing, premium collection, and account documentation.
- Build lasting client relationships through responsive, professional, and knowledgeable service.
- Identify opportunities for account growth, referrals, and new business development.
- Potentially assist with or develop into Commercial Lines responsibilities based on experience and interest.
What You Bring
- Level 2 Insurance Licence.
- Minimum 3 years of Personal Lines insurance experience, including managing new and existing business.
- Strong understanding of Personal Lines products, underwriting guidelines, and insurance markets.
- Demonstrated experience with renewals, policy servicing, and client relationship management.
- Familiarity with brokerage management systems (BMS), insurer portals, and insurance technology.
- Sales and business development experience, ideally 3+ years.
- Strong communication, organization, and time-management skills.
- Excellent attention to detail and the ability to manage multiple priorities.
- A proactive, solutions-focused approach to client service.
- Commercial Lines insurance experience is an asset but not required.
- An interest in learning Commercial Lines will also be viewed favourably.
Why Consider This Opportunity?
- Competitive Compensation: Salary will reflect your experience and insurance expertise.
- Hybrid Flexibility: Potential for a flexible hybrid working arrangement.
- Career Development: Opportunity to broaden your insurance knowledge and potentially expand into Commercial Lines.
- Established Brokerage Environment: Join a team focused on providing quality advice and exceptional client service.
- Meaningful Client Relationships: Build on your expertise while supporting clients with their evolving insurance needs.
- Long-Term Opportunity: Permanent, full-time employment with room for continued professional growth.
Personal Lines Insurance Advisor – Richmond employer: DGA Careers Inc.
As a major Canadian insurance carrier, this company offers an exceptional opportunity for the AVP, Marine role, allowing you to build a national Marine practice from the ground up. With a strong focus on autonomy and growth, you'll have the resources of a well-capitalized insurer at your disposal, alongside competitive compensation, generous vacation, and a comprehensive benefits package. The work culture promotes collaboration and visibility, ensuring that your contributions are recognized and impactful in shaping the future of Marine underwriting in Canada.
