Personal Lines Retail CSR

Park and Company Insurance Agents

Retail CSR at Park Insurance providing personal lines insurance in Burnaby. Responsible for sales, customer service, and insurance evaluation duties.

Posted 7/5/2026full-timeBurnaby • 🇨🇦 CanadaJunior💰 CA$45,000 - CA$65,000 per yearWebsite

About the role

Key responsibilities & impact

Promptly follow up on walk in and company provided personal lines insurance leads through a variety of methods; motivated and willing to conduct in-person and telephone sales
Evaluate the insurance needs of clients and prospects (ensuring no gaps or lapses in coverage)
Regularly follow-up with all prospects
Work with a team to establish and achieve your sales targets and develop new business
Work to grow your department and increase the profitability of the company as a whole
Determine each client’s needs, extent of present coverage, and long-term needs to determine the best insurance products to meet their needs
Review applications, renewal requests, and endorsements for accuracy, ensuring they are compliant with underwriting guidelines
Calculate premiums and rates; apply payments and/or refunds
Complete the binding, invoicing, premium collection, and file documentation of assigned accounts
Process cancellations; proactively inquire and document reasons for cancellation
Keep in touch with policy holders for changes, updates, new options, or problems with their coverage
Consistently document activities and attach correspondences daily in Park’s broker management system
Assist walk in and telephone clients for Auto Plan and Private Auto carriers
Responsible for Autoplan renewals, new business, premium collection, cancellations and endorsements
Assistance in ICBC batching and any other duties the Branch Manager sees fit

Requirements

What you’ll need

Hold a Level 1 or 2 Insurance Broker license in British Columbia.
At least 1 years experience in selling ICBC insurance
Proficient in MS Office (Word, Excel; Outlook), Policy Center; familiarity with EPIC an asset
Affinity for helping others; enjoy being part of a team; are comfortable working in a fast-paced, dynamic environment
Excited about contributing each day to the growth of Park Insurance, and your personal development

Benefits

Comp & perks

37.5 hours per week (Monday-Friday 9-5 or 10-6, plus some Saturday's).
Competitive compensation
Paid vacation
Comprehensive medical plan (100%); Dental plan (80%), coverages include optometry, physiotherapy
Health and Wellness program; 10 sick days; 2 personal days; 20-minutes per day for wellness activities such as walking or meditating
Licensing fees are paid 100%; certification upgrades are paid 50% up front and remainder on successful completion
Employee discounts on home and auto insurance
Employee referral program
Educational reimbursement program
In-house education programs with a focus on personal development
Emphasis on career growth with opportunities for advancement
Positive, empowering, family atmosphere
We will encourage and support your professional and personal development.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Insurance SalesPremium CalculationApplication ReviewPolicy DocumentationCoverage EvaluationRenewal ProcessingCancellation ProcessingInvoicingFile DocumentationCompliance With Underwriting Guidelines

Soft Skills

Team CollaborationCustomer Service OrientationAdaptabilityMotivationCommunication

Certifications

Level 1 Or 2 Insurance Broker License