Autoplan Broker

Specialize in providing insurance for personal and commercial vehicles. Develop skills in policy underwriting, claims handling, and regulatory compliance. A foundational license, like the Autoplan certification in British Columbia, is essential.

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OVERVIEW

Overview

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Autoplan Account Manager Description

Our Personal Lines Advisors are an integral part of our team and a key point of contact for our clients. You will help clients insure their homes, condos, rentals, seasonal items, toys, special events, etc. Here is a sample of what you’ll be doing.

Engage with clients to determine their needs and provide expert advice to ensure the best coverage for them

Maintain and manage a book of business and strong client relationships through proactive contact via phone, letter, and email

Develop new business opportunities by securing expiry dates, referrals, and cross-selling

Manage and process renewals on a timely basis and maintain high levels of client retention

Assist in processing all types of auto insurance including renewals, transfers, changes, permits, cancellations, new plate transactions, and general auto inquiries.

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Required Skills and Qualifications

Education: High School graduate

Licensing: Insurance Broker level 1 or 2

Experience: Some auto and previous personal lines experience is beneficial

Communication Skills: You will need strong verbal and written communication as you will be interacting with customers, team members, and employees of different insurance companies.

Technical Skills: Knowledge of Epic, Company portals and Applied Rater Service for quoting.

EXPECTATIONS

Fit & Expectations

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You Know you're right for this role if...

You excel at priority management and your organization is first class

You are a wiz at Epic or wish to become one

Enjoy chatting with clients and building relationships

You are keen to learn. With ever changing manuals, wordings, and endorsements from our company partners, it’s important to have a passion for learning new things.

Variety is your middle name. Personal Lines is all about variety. From homes to boats to scheduling fine art and everything in between. There is a lot of diversity in this role.

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Work Environment

Typical Work Setting: Most of our personal lines account managers work in one of our branches. Expect a small office environment with a close-knit team to support you.

Work Hours: The typical work hours in branches are 8:30 am to 6 pm Monday to Saturday. Expect to work during those hours.

The majority of your work will be at your branch office. There will be very little travel expected outside of possible visits to other Schill offices from time to time.

OPPORTUNITIES

Career Path and Opportunities

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