Personal Lines Insurance Advisor

About Us

Stratis Insurance Agency Ltd is an insurance brokerage in Vancouver, BC. At Stratis, we're not just another agency – we’re a diverse group of individuals with a passion for protecting what matters most to our clients and we strive to deliver exceptional “stratisfying” experiences with a personal touch. We are professional, agile, innovative, and our goal is to educate and inspire!

We're seeking an enthusiastic Personal Lines Insurance Advisor to join our dynamic team! This is a permanent, full-time position working on a hybrid schedule.

Why join our team?

• Competitive compensation and benefits package
• Diverse, inclusive, social and talented team of professionals
• Bright and modern office environment
• Career growth opportunities with the autonomy to drive your own success
• Tuition reimbursement

About the job

Reporting to the Client Services Lead, the Personal Lines Insurance Advisor is accountable for delivering superior client service that promotes new business and client retention while maximizing cross sell opportunities.

Key Accountabilities:

Client Service & Relationship Management

• Respond to inbound calls, emails, and walk-ins from clients
• Provide policy advice on personal property and commercial risks
• Explain coverage, exclusions, and endorsements in plain language
• Resolve client issues and follow through to completion
• Maintain strong client relationships to improve retention
• Maintain and grow the President’s book of accounts (high valued-clients)

Policy Changes (Endorsements) & Account Maintenance

• Process policy changes (drivers, vehicles, addresses, business operations, etc.)
• Handle cancellations, reinstatements, and mid-term adjustments
• Update client records and insurer portals accurately
• Ensure documentation and files are compliant and complete

Renewals Management

• Review upcoming renewals (30–90 days out)
• Re-market policies to insurers if pricing or coverage is not competitive
• Advise clients on renewal changes (premium increases, coverage gaps)
• Negotiate with underwriters where needed

New Business Sales & Quoting

• Identify client needs and recommend appropriate coverage
• Quote policies using multiple insurer portals
• Present proposals and close sales
• Cross-sell (e.g., bundle home + auto, add commercial liability)

Marketing to Insurers

• Submit applications to multiple insurance carriers
• Negotiate terms, pricing, and coverage
• Compare quotes and prepare client proposals

Binding Coverage & Documentation

• Bind policies once client approves
• Issue certificates of insurance (COIs)
• Prepare summaries, invoices, and policy documents
• Ensure compliance with brokerage and regulatory requirements

Education & Requirements

• Level 2 Insurance License in BC
• Working towards completion of CIP considered an asset

Experience

• Experience with Personal Lines insurance (home, condo, tenant)
• Client sales and retention experience
• Relationship building experience
• Commercial insurance experience considered an asset

Skills

• Personal Lines (Commercial Lines an asset)
• Familiar with BMS and Epic
• Communication (written and verbal)
• Organization
• Time management
• Attention to detail

Stratis Insurance Agency Ltd is an inclusive and equitable employer that values diversity in its workforce. We champion diversity, equity and inclusion, and create safe welcoming spaces where everyone belongs. Stratis encourages applications from all qualified individuals. If you have a disability that prevents you from applying for this job please contact the recruitment team by email at [email protected]