Hybrid Commercial Account Manager

Posted last month

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About the role

  • Serve as the primary client contact on a defined portfolio of commercial accounts
  • Proactively engage clients well ahead of renewal dates to assess evolving needs
  • Collaborate with brokers to market, remarket, and renew accounts to secure optimal terms
  • Respond to client inquiries regarding coverage, policy changes, COIs, and mid-term adjustments
  • Identify opportunities for upsell, cross-sell, or referrals
  • Review submission materials, prepare and present proposals, negotiate with insurers
  • Secure favourable terms via insurer engagement and thoughtful positioning
  • Maintain robust understanding of commercial lines coverages (property, liability, auto, etc.)
  • Ensure all documentation, binders, and endorsements are accurate and compliant
  • Maintain data integrity in our CRM and policy systems
  • Ensure policy documents, invoices, and binders are uploaded, shared, and tracked properly
  • Support internal workflows tied to onboarding, renewals, and client satisfaction surveys
  • Flag process gaps or inefficiencies and suggest improvements
  • Participate in standups, trainings, and 1:1 coaching with leadership
  • Collaborate on cross-functional initiatives (e.g. new product launches, service enhancements)
  • Help mentor junior staff or support onboarding of new teammates

Requirements

  • 3+ years in commercial lines account management, brokerage, or insurer role
  • RIBO Level 2 (or equivalent provincial) license required
  • Strong technical knowledge of commercial insurance products and coverage structures
  • Outstanding organizational skills and attention to detail—nothing slips through the cracks
  • Excellent verbal & written communication; ability to translate complex topics clearly
  • Comfortable using systems and tools like CRM, policy management, and analytics
  • Growth mindset—eager to learn, take ownership, and push for continuous improvement

Benefits

  • Competitive compensation (salary, benefits, performance incentives)
  • Potential equity upside for top performers
  • A culture rooted in autonomy, transparency, and real impact
  • Flexible work arrangements and a supportive team environment
  • Real opportunity to grow your career and influence business direction

Job title

Commercial Account Manager

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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