Client Relationship Manager / Insurance Service Broker

Billyard Insurance Group Inc.; Ottawa; Hybrid; CAD 48,000 - 55,000; Full time

Benefits offered by this job

Base salary and commission

Performance bonuses

Birthday off

Hybrid work environment

AI-powered tools

Professional development

Smart casual environment

Job summary

Billyard Insurance Group Inc. Alta Vista in Ottawa is seeking a second RIBO licensed Client Relationship Manager / Insurance Service Broker to deliver exceptional service and grow our client base.

The role emphasizes client retention, annual policy reviews, and cross-selling across personal, commercial, life, and financial insurance while collaborating with the sales team to drive book growth.

Qualifications

• Legal eligibility to work in Canada
• Minimum 1+ years of insurance brokerage experience
• Proven client service and retention experience
• Strong communication, organization, and time-management skills
• Comfortable using technology and digital platforms
• Must reside within the Greater Ottawa Area

Responsibilities

• Manage an assigned book of insurance clients
• Conduct annual policy reviews and coverage consultations
• Process policy changes, endorsements, renewals, and remarkets
• Proactively retain clients through relationship management and market reviews
• Deliver an exceptional client experience through phone, email, in-person, and virtual meetings
• Identify cross-selling opportunities across personal, commercial, life, and financial insurance products
• Support branch growth through inbound sales opportunities, win-backs, up-sells, cross-sells, and client reviews
• Collaborate with our sales team to support client retention and business growth.

Skills

Client service

Retention

Communication

Organization

Time management

Tech proficiency

Education

CAIB/CIC/CIP/FCIP designation

Tools

Power Broker

Applied Rating Services

Job description

Think BIG. Deliver Exceptional Service. Build Lasting Client Relationships.

Billyard Insurance Group (BIG) Alta Vista is a fast-growing, award-winning insurance brokerage in Ottawa. We are seeking a second RIBO licensed Client Relationship Manager / Insurance Service Broker to join our team and help us deliver exceptional service while driving client retention and account growth.

At BIG Alta Vista, we currently retain 92% of our clients annually. Our goal is to achieve and sustain 95%+ retention through proactive client reviews, trusted advice, and exceptional service. This role is ideal for an insurance professional who enjoys building client relationships, solving problems, retaining business, and identifying opportunities to better protect clients.

What You’ll Do

• Manage an assigned book of insurance clients
• Conduct annual policy reviews and coverage consultations
• Process policy changes, endorsements, renewals, and remarkets
• Proactively retain clients through relationship management and market reviews
• Deliver an exceptional client experience through phone, email, in-person, and virtual meetings
• Identify cross-selling opportunities across personal, commercial, life, and financial insurance products
• Support branch growth through inbound sales opportunities, win-backs, up-sells, cross-sells, and client reviews
• Collaborate with our sales team to support client retention and business growth.

Who You Are

• Client-focused and relationship-driven
• Passionate about delivering exceptional service
• Professional, organized, and detail-oriented
• A strong communicator and problem solver
• Comfortable working independently and collaboratively
• Motivated by helping clients and contributing to team success
• Embrace innovation, technology, and continuous improvement

Qualifications

Must Have

• Legally eligible to work in Canada
• Minimum 1+ years of insurance brokerage experience
• Proven client service and retention experience
• Strong communication, organization, and time-management skills
• Comfortable using technology and digital platforms
• Must reside within the Greater Ottawa Area

Nice-to-Have

• CAIB, CIC, CIP, or FCIP designation
• Experience with Power Broker and Applied Rating Services
• Experience servicing both personal and commercial insurance clients
• Additional language skills

Our Compensation Philosophy

This role is primarily focused on client service and retention; however, team members are encouraged and rewarded for identifying and closing new business opportunities generated through inbound inquiries, client referrals, annual reviews, cross-selling initiatives, and win-back campaigns.

Personally written new business opportunities—including inbound branch leads, client referrals, win-backs, cross-sell opportunities, and other branch-generated sales opportunities handled by the Client Relationship Manager—are eligible for commission compensation in addition to base salary and performance bonuses.

What We Offer

• Base salary of $48,000-$55,000 based on experience
• Commission on personally written new business
• Performance bonuses tied to: Client retention, Book growth, Service quality, Cross-selling activity
• Paid birthday off
• Hybrid work environment (8:30am to 5pm Monday to Friday. Weekends off. Min. 3-days In office)
• AI-powered tools and systems designed to improve efficiency and client outcomes
• Ongoing professional development and career advancement opportunities
• Smart casual work environment

Join Our Team

If you’re looking for a long-term career with a growing brokerage that values service excellence, innovation, and professional growth, we’d love to hear from you.

Help us raise our already strong 92% retention rate to 95%+ while building lasting relationships with clients across Ottawa.