Senior Personal Lines Advisor/Team Lead

Are you an experienced personal lines advisor proficient with home, condo, vacant homes, and strata policies? Do your responsibilities include: new business quotations, renewals, marketing and remarketing of policies via Aviva, Intact and Wawanesa (just to name a few)? Are you experienced with EPIC or other BMS? Are you looking to be a part of one of the fastest growing brokerages in BC? Are you nodding? This role might just be the role you are looking for!

ABOUT OUR CLIENT

Our client is an affiliate of an established Insurance broker servicing the Vancouver community for over a century! With a location in the heart of the city, they provide a variety of comprehensive Insurance products to their clients. From Personal Lines of Insurance to Commercial Lines of Insurance and everything in between including all types of Life Insurance; including group benefit plans, disability, and critical illness insurance.

ABOUT THE OPPORTUNITY

Reporting to the Owner, The Personal Lines Team Lead will play an integral role in ensuring that customer inquiries (inbound as well as outbound inquiries) pertaining to their Personal Insurance needs. The primary function of your role will be focused on Personal Lines of Insurance - Home Insurance, Vacant Policies, Renters Insurance (just to name a few) and assisting the Auto Team as needed. This role is based out of their Vancouver office and you will be working in a fast-paced environment alongside some of the most knowledgeable insurance brokers in BC.

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

HOW TO APPLY

Please apply directly to this posting with the most recent version of your resume. If you would like to speak with us regarding this position, please contact Donal Byrne at: 604 689 8687 ext. 205 or email dbyrne@impactrecruitment.ca. To learn more about our open positions, visit us at impactrecruitment.ca.

ABOUT IMPACT RECRUITMENT

Specializing in a wide variety of industries and verticals, Impact Recruitment is passionate about matching exceptional talent with exciting new opportunities across Canada. For job seekers, we offer a dedicated approach to finding the right opportunity for your career growth.

The Certified Candidate® system by Impact Recruitment is designed to ensure your next career move is the right one. We take the time to thoroughly understand your technical abilities, your career goals, and you. Become a Certified Candidate® and enjoy a better recruitment experience with Impact. Learn more at impactrecruitment.ca.

Privacy and confidentiality are important to us; as such all applications are kept strictly confidential. We will not share your information with anyone without your prior approval. While we will only be considering qualified applicants for this position, if you are interested in pursuing an alternate career path, we would certainly be happy to speak with you about opportunities that fit your profile.