Autoplan Account Manager - Ocean Park

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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