Commercial Account Manager, Insurance Brokering Services

David Aplin Group

$95K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Minimum 5 years' experience as a Commercial Account Manager
  • RIBO License is mandatory
  • Experience with EPIC broker management system is strongly preferred
  • Familiarity with various products from multiple carriers and Lloyd's markets
  • Excellent communication and client service skills, focused on clarity and retention

Responsibilities

  • Support retention of a complex commercial book with multi-line programs and higher complexity risks
  • Collaborate with brokerage services leadership and teammates for high-quality client support
  • Manage day-to-day servicing needs across clients with multiple active policies
  • Maintain accurate documentation and workflow in the Epic broker management system
  • Ensure a high-trust client experience through organization and responsiveness during renewals

Benefits

  • Comprehensive benefits coverage
  • Generous RRSP matching program
  • Health & Wellness spending account
  • Phone Allowance
  • 3 weeks' vacation
  • Office closure between Christmas & New Year's
  • Half days on Fridays before long weekends in summer
  • Hybrid work environment (3 days in office)
Full Job Description
Join a top employer in the education insurance space as aCommercial Account Managersupporting a unique, service-first brokerage model built around long-term relationships. This is aretention-focused, consultative role(no new business targets) where you'll help manage complex commercial programs for a member-based client base ofuniversities and colleges, working alongside a small, collaborative brokerage services team. You'll be based out of theBurlington officewith ahybrid schedulethat blends in-person teamwork with at-home focus time.

Compensation
  • Salary range: $95,000 to $120,000

Benefits & Perks
  • Comprehensive benefits coverage
  • Generous RRSP matching program
  • Health & Wellness spending account
  • Phone Allowance
  • 3 weeks' vacation
  • Office closure between Christmas & New Year's
  • Half days on Fridays before a long weekend in the summer
  • Hybrid work environment (3 days per week in office)
Responsibilities
  • Support the servicing and retention of a complex commercial book made up ofmulti-line programs and higher complexity risks
  • Partner with the brokerage services leadership and teammates to deliver consistent, high-quality client support (accounts are servicedcollectivelyas a team)
  • Manage day-to-day policy servicing needs across a client base where each organization may havemultiple policiesin play at once
  • Maintain accurate, timely documentation and workflow activity within theEpicbroker management system
  • Contribute to a high-trust client experience by staying organized, responsive, and detail-focused across renewals and ongoing service requests
Qualifications
  • Minimum 5 years' experience as a Commercial Account Manager
  • RIBO License is a must-have
  • Experience with EPIC strongly preferred
  • Familiarity with products from multiple carriers and Lloyd's markets
  • Excellent communication skills with a client service mindset focused on clarity, follow-through, and retention


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