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About the Role

This permanent full-time role offers the chance to manage strategic commercial insurance accounts, partner closely with senior leadership, and progressively develop toward a future Practice Leader position. You will gain exposure to client strategy, business development, insurer partnerships, industry specialization, and leadership initiatives while working within a collaborative and growth-focused organization.

Responsibilities

Provide a consultative client experience to help clients make informed decisions regarding their insurance and risk management needs.
Build and maintain strong client relationships by understanding client objectives, challenges, and insurance requirements.
Act as a trusted advisor by providing strategic insurance guidance and proactive service.
Identify opportunities to expand client relationships through cross-selling and referrals to internal teams, including Personal Insurance, Commercial Enterprise, and Life & Benefits.
Assess client needs and recommend appropriate insurance solutions and coverage enhancements.
Support client retention initiatives through ongoing engagement and relationship development.
Manage a high volume of renewals by coordinating with internal teams, insurance companies, account executives, assistant account managers, and marketing teams.
Collaborate with an Assistant Account Manager on policy administration activities, including applications, renewals, endorsement changes, cancellations, re-marketing initiatives, and claims application support.
Maintain accurate client records and interactions within the Broker Management System and other company portals.
Support clients through multiple communication channels in a fast-paced environment.
Support financial operations by assisting with invoicing, payment collection, and account reconciliation activities.
Participate in strategic planning initiatives focused on client retention and portfolio growth.
Contribute insights regarding industry trends, emerging risks, client challenges, and market opportunities.
Support initiatives designed to enhance the client experience and strengthen long-term client engagement.
Collaborate with leadership on opportunities to improve operational efficiencies and service delivery.
Assist in the development of strategies to support continued growth within the practice.
Contribute to initiatives that increase visibility and value within specialized industry segments.
Act as a liaison between clients and insurance companies regarding underwriting concerns.
Provide underwriting guidance and facilitate communication between stakeholders.
Develop and maintain strong relationships with insurer partners.
Support insurer negotiations relating to coverage options, terms, and solutions for clients.
Stay informed regarding industry trends, emerging risks, regulatory developments, and market conditions to better advise clients and prospects.
Partner with senior leadership on initiatives supporting the growth and development of the Commercial Insurance practice.
Mentor and support Assistant Account Managers and junior team members.
Share expertise and best practices within the team environment.
Participate in leadership development opportunities designed to support future career growth.
Collaborate on initiatives aimed at strengthening client engagement, business development, and practice performance.
Support a collaborative, client-focused, and results-oriented culture.

Requirements

RIBO License required / AMF License or willing to obtain the license
Bilingual in English and French with the ability to support clients, stakeholders, and business activities in both languages, including quarterly travel to Québec.
Minimum 5+ years of experience in Account Management, Sales, Underwriting, or related roles within an insurance brokerage or insurance company.
Experience managing commercial insurance accounts and building strong client relationships.
Strong organizational, time-management, and prioritization skills with the ability to manage multiple priorities and deadlines successfully.
Strong communication and relationship-building skills.
Client-centric mindset with a collaborative and team-oriented approach.
Exposure to Commercial Insurance, Professional Liability Insurance, Commercial General Liability Insurance, specialty programs, or Group Insurance is considered a strong asset.
Experience working closely with underwriting teams and insurer partners.
Previous mentoring, coaching, team lead, or leadership experience is considered an asset.
Demonstrated interest in leadership development and long-term career progression.
Strong business acumen with the ability to identify growth opportunities within client portfolios.
Ability to influence stakeholders and build relationships with senior decision-makers.
Positive, energetic, and professional attitude.
Articulate, engaging, and approachable communication style.
Strong problem-solving and critical-thinking abilities.
Ability to balance exceptional client service with strategic business objectives.
Team-oriented mindset with a passion for mentorship and continuous improvement.

Skills

Account Management
Sales
Underwriting
Commercial Insurance
Client Relationship Management
Risk Management
Strategic Guidance
Cross-selling
Referrals
Insurance Solutions
Coverage Enhancements
Client Retention
Policy Administration
Invoicing
Payment Collection
Account Reconciliation
Strategic Planning
Industry Trends Analysis
Emerging Risks Analysis
Market Opportunities Analysis
Operational Efficiencies Improvement
Service Delivery Improvement
Underwriting Concerns Liaison
Underwriting Guidance
Insurer Relationship Management
Negotiation
Regulatory Developments Awareness
Market Conditions Awareness
Leadership Development
Mentorship
Business Development
Practice Performance Improvement
Client-Focused Culture Support
Results-Oriented Culture Support
Organizational Skills
Time-Management Skills
Prioritization Skills
Communication Skills
Relationship-Building Skills
Problem-Solving Abilities
Critical-Thinking Abilities
Business Acumen

Location

Hybrid
Québec (for travel)

Work Type

Permanent
Full-time
Hybrid

Experience Level

Senior
5+ years of experience in Account Management, Sales, Underwriting, or related roles within an insurance brokerage or insurance company.

Salary/Compensations

90K-110K
Additional earning potential through cross-selling commissions, referrals to other business units, an annual discretionary bonus of up to 12%, and a variable bonus based on team practice performance.

Benefits

3 weeks of vacation upon hire
6 personal/sick days
2 bereavement days
Additional paid time off, including 1 holiday bonus day, 1 birthday bonus day, 2 religious days, 1 volunteer day, and 1 study and exam day.
Comprehensive health and dental benefits effective from Day 1, including coverage through Greenshield and MyHSA.
RRSP matching program through Wealthsimple, with up to a 1% employer match after 1 year of service.
Equipment provided, including up to 2 monitors, laptop, keyboard, mouse, headset, webcam, and docking station.

About the Company

Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach.