Senior Personal Lines Insurance Advisor

In-Office | Abbotsford, BC

About Our Client

Our client is a well-established and highly respected independent insurance brokerage with a longstanding reputation for delivering trusted advice and exceptional service to individuals, families, and businesses across British Columbia. Known for fostering strong client relationships and deep community connections, they have built a legacy of professionalism, integrity, and personalized support in the insurance industry.

With decades of success and continued growth, this organization is committed to empowering its employees through collaboration, ongoing learning, and a client-first approach. Their team environment emphasizes expertise, accountability, and meaningful relationships—creating a workplace where experienced professionals can thrive and make a measurable impact.

This opportunity is ideal for a seasoned insurance professional seeking a stable, relationship-driven environment where their expertise is valued, their voice matters, and they can play an important role in supporting clients through tailored insurance solutions.

Key Responsibilities

As the Senior Personal Lines Insurance Advisor, you will play a key role in delivering exceptional client service, providing expert insurance guidance, and supporting long-term client relationships. You will act as a trusted advisor to clients while contributing to a collaborative and service-focused team environment. Your responsibilities will include:

Client Relationship Management

• Deliver exceptional service to an established personal lines client base by advising on coverage needs, renewals, policy changes, and claims-related inquiries.
• Build long-term client relationships through trusted guidance, proactive communication, and a commitment to delivering tailored insurance solutions.

Policy Management & Insurance Advisory

• Review, market, and recommend personal insurance coverage solutions that align with client needs and risk profiles.
• Navigate insurer portals and maintain a strong understanding of the general insurance marketplace to secure competitive and appropriate coverage options.

Account Administration & Documentation

• Accurately manage policy documentation, endorsements, renewals, and client records while ensuring regulatory and brokerage compliance.
• Maintain organized workflows and documentation to support efficient service delivery and a seamless client experience.

Team Collaboration & Mentorship

• Collaborate with internal teams, underwriters, and insurance partners to resolve client concerns and provide timely solutions.
• Share knowledge and best practices with colleagues, contributing to a supportive and high-performing team culture.

Operational Excellence

• Ensure accuracy and professionalism across all client interactions while maintaining high standards of service.
• Contribute to ongoing process improvements and support brokerage goals through strong attention to detail and accountability.

Qualifications

To succeed in this role, candidates should demonstrate the following:

Education & Experience

• Level 2 General Insurance Licence is required.
• Significant experience in personal lines insurance with a strong understanding of the general insurance market.
• Demonstrated experience navigating insurer/company portals and working within a brokerage environment.

Technical Skills

• Strong proficiency in insurance systems, documentation, and policy administration processes.
• Experience with Applied EPIC is considered a strong asset.

Key Competencies

• Exceptional client service and relationship-building skills with the ability to establish trust and credibility.
• Strong communication and interpersonal skills with a consultative, solutions-focused approach.
• Excellent organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.
• A proactive and collaborative mindset with a commitment to delivering outstanding service.

Apply Today

Please submit your resume directly to Alana Tarchuk via email at alana.tarchuk@executrade.com referencing Job ID: 85804

About Us

Executrade is one of Western Canada’s most comprehensive full-service recruitment firms, with over 50 years of expertise in connecting talented professionals with leading organizations.

We are proud to apply principles of diversity, equity, and inclusion in all our recruitment practices, ensuring equal opportunities for all candidates. Our commitment to these values enables us to match organizations with a diverse range of top talent, fostering workplace cultures that thrive on innovation, collaboration, and respect.

In accordance with Canadian immigration laws, priority will be given to Canadian citizens and permanent residents. Learn more: www.cic.gc.ca.