Insurance Advisor, Private Client Services

Salary: Competitive Salary + Performance Incentives

Schedule: Monday – Friday (37.5 hours/week)

Job Type: Full-time Permanent, in-person

The Role

As a Signature Account Executive, you play a critical role in delivering the elevated experience our Signature clients expect from Schill Insurance. You are a trusted advisor to high-value private clients, responsible for protecting complex insurance portfolios, anticipating client needs, and building long-term relationships grounded in trust and exceptional service.

This role is ideal for someone who thrives in a relationship-driven environment, takes pride in delivering a polished and professional client experience, and enjoys balancing strategic thinking with attention to detail. You’ll champion and grow your book of business while delivering a proactive, thoughtful, and truly personalized 5-star client experience.

Who You Are

• Calm, confident, and professional in all client and team interactions
• A relationship-builder who creates trust through responsiveness, expertise, and discretion
• Highly organized and detail-oriented, while still able to see the bigger picture
• Comfortable taking ownership, accountability, and initiative
• A proactive problem solver who anticipates client needs before they arise
• A collaborative team player who contributes positively to team culture and client outcomes
• Professional, polished, and committed to delivering an elevated client experience
• Motivated to continuously grow your expertise and industry knowledge

What You’ll Be Responsible For

Deliver an Exceptional Signature Client Experience

• Serve as the primary point of contact for Signature clients, delivering a consistently high level of personalized service
• Build strong, long-term relationships through a deep understanding of each client’s needs, preferences, and risk profile
• Communicate with professionalism, clarity, and confidence across all written and verbal interactions
• Support clients with ICBC Autoplan needs where appropriate to ensure continuity across their full insurance portfolio
• Provide a seamless, responsive, and elevated 5-star experience throughout the client journey

Provide Strategic Risk Advice & Insurance Solutions

• Analyze client risk exposures and recommend tailored insurance solutions
• Review policy wording to identify coverage gaps and ensure policies align with client needs and risk tolerance
• Partner with carriers and underwriters to structure comprehensive solutions for both new and renewal business
• Translate complex insurance information into clear, confident, and client-friendly advice

Own & Grow Your Book of Business

• Take ownership of a Signature book of business with accountability for retention, relationship strength, and growth
• Identify thoughtful opportunities for cross-selling, upselling, and referrals while always prioritizing the client’s best interests
• Lead renewal conversations proactively, including remarketing where appropriate to maintain strong coverage and client retention
• Strengthen long-term client loyalty through proactive communication and exceptional service delivery

Maintain Accuracy & Operational Excellence

• Process new business, renewals, endorsements, and cancellations accurately and efficiently
• Maintain detailed, accurate, and timely documentation within Epic, including client communication and coverage recommendations
• Track and follow up on underwriting requirements and outstanding client requests
• Maintain zero accounts receivable across direct bill and agency bill policies
• Exercise sound judgement and discretion while managing complex and sensitive client matters

What You Bring

Must-Haves

• Process new business, renewals, endorsements, and cancellations accurately and efficiently
• Maintain detailed, accurate, and timely documentation within Epic, including client communication and coverage recommendations
• Track and follow up on underwriting requirements and outstanding client requests
• Maintain zero accounts receivable across direct bill and agency bill policies
• Exercise sound judgement and discretion while managing complex and sensitive client matters

Nice-to-Haves

• Experience managing high-value or complex personal insurance portfolios
• Previous experience in a VIP, Signature, or Private Client insurance environment
• Established relationships with carriers and underwriting partners
• CAIB, CIP, or other industry designations or ongoing education

About Us

At Schill Insurance, we’ve grown from a small, one-person office into a trusted brokerage with multiple locations across British Columbia. While we’re part of a larger national network, we’ve stayed true to our roots as a family-operated business that values people first.

Our culture is built on curiosity, collaboration, and continuous growth. We invest in our team through coaching, training, and development opportunities—because when our people succeed, so do our clients.

Why Join Schill Insurance?

• Competitive salary and comprehensive benefits package
• Extended health, dental, vision care, and RRSP matching
• Paid education, licensing, and professional development
• Supportive, team-oriented work environment
• Opportunities for career growth and advancement
• Work-life balance with consistent scheduling and no Sunday shifts
• Three weeks (15 days) of vacation to start
• Three paid “You” days per year (one volunteer day, one personal day, and your birthday off with pay)
• $600 annual wellness spending account

As part of our hiring process, successful candidates must consent to a background/credit check and employment verification screening before starting employment.

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