Job opportunity
Autoplan Account Manager
Schill Insurance Brokers Ltd
As an
Autoplan Account Manager
at Schill Insurance, you are the first point of contact for clients needing auto insurance. Whether they are renewing a policy, buying a new vehicle, or navigating something more complex, you help make it easy. You are part of the team that keeps our branch moving, delivering Schill’s 5-star client experience with every transaction. You don’t need years of experience to thrive here. What matters most is a people-first mindset, attention to detail, and a willingness to learn.
Responsibilities
Client Service & Relationship Building
Greet clients in person and over the phone in a warm, welcoming, and professional way.
Guide clients through their Autoplan needs, explaining coverages clearly and checking for any gaps or opportunities.
Ask thoughtful questions to understand their broader insurance needs, such as home or business, so we can help protect more of what matters to them.
Follow up on renewals and help clients feel confident in their decisions.
Autoplan Processing & Accuracy
Handle all types of Autoplan transactions, including new policies, renewals, changes, transfers, permits, and cancellations.
Learn to navigate tools like Policy Center, Autoplan Extranet, Autolink, and Epic through hands-on training and team support.
Ensure all transactions meet ICBC standards and are recorded correctly.
Operational & Administrative Support
Assist with day-to-day office needs like balancing the cashbox, preparing bank deposits, managing supplies, and processing mail.
Maintain inventory levels of plates, brochures, and other ICBC materials.
Contribute to a clean, organized, and efficient workspace that supports your teammates and clients alike.
Team Contribution & Collaboration
Collaborate with coworkers to meet branch goals and support 5-Star client experience.
Share knowledge and ask questions freely.
Represent Schill in a positive light with external partners such as ICBC.
Success Factors
How You Show Up
Warm, professional presence that puts clients at ease
Calm and constructive when things get busy or clients feel stressed
Strong attention to accuracy and detail
Reliable and adaptable, with a team-first mindset and willingness to pitch in
What You Know
Level 1 general insurance license required
Minimum 6 months of experience
Basic computer literacy and comfort learning new systems
Familiarity with customer service or administrative tasks in a busy environment
Willingness to develop deep knowledge of Autoplan and other insurance products
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Apply on source site Autoplan Account Manager
at Schill Insurance, you are the first point of contact for clients needing auto insurance. Whether they are renewing a policy, buying a new vehicle, or navigating something more complex, you help make it easy. You are part of the team that keeps our branch moving, delivering Schill’s 5-star client experience with every transaction. You don’t need years of experience to thrive here. What matters most is a people-first mindset, attention to detail, and a willingness to learn.
Responsibilities
Client Service & Relationship Building
Greet clients in person and over the phone in a warm, welcoming, and professional way.
Guide clients through their Autoplan needs, explaining coverages clearly and checking for any gaps or opportunities.
Ask thoughtful questions to understand their broader insurance needs, such as home or business, so we can help protect more of what matters to them.
Follow up on renewals and help clients feel confident in their decisions.
Autoplan Processing & Accuracy
Handle all types of Autoplan transactions, including new policies, renewals, changes, transfers, permits, and cancellations.
Learn to navigate tools like Policy Center, Autoplan Extranet, Autolink, and Epic through hands-on training and team support.
Ensure all transactions meet ICBC standards and are recorded correctly.
Operational & Administrative Support
Assist with day-to-day office needs like balancing the cashbox, preparing bank deposits, managing supplies, and processing mail.
Maintain inventory levels of plates, brochures, and other ICBC materials.
Contribute to a clean, organized, and efficient workspace that supports your teammates and clients alike.
Team Contribution & Collaboration
Collaborate with coworkers to meet branch goals and support 5-Star client experience.
Share knowledge and ask questions freely.
Represent Schill in a positive light with external partners such as ICBC.
Success Factors
How You Show Up
Warm, professional presence that puts clients at ease
Calm and constructive when things get busy or clients feel stressed
Strong attention to accuracy and detail
Reliable and adaptable, with a team-first mindset and willingness to pitch in
What You Know
Level 1 general insurance license required
Minimum 6 months of experience
Basic computer literacy and comfort learning new systems
Familiarity with customer service or administrative tasks in a busy environment
Willingness to develop deep knowledge of Autoplan and other insurance products
#J-18808-Ljbffr