Commercial Account Associate (Growth Team)

Boardwalk Insurance Corporation; Vaughan; On-site; CAD 65,000 - 95,000; Full time

Benefits offered by this job

Base salary + uncapped incentives

Warm inbound leads

AI tools to handle admin

Job summary

Boardwalk Insurance Corporation is hiring a Commercial Account Associate on our Growth Team in Woodbridge, Ontario. You will manage a steady pipeline of 60–100 warm inbound leads monthly, respond quickly to inquiries, and guide clients through discovery calls and risk assessments.

You’ll work with underwriters to tailor terms for GL, Property, E&O, Cyber, and Commercial Auto, using AI tools and our CRM to build clean risk packages and close deals.

Qualifications

• Bachelor’s degree required in a business or risk-focused field.
• 1–3 years in B2B sales, account management, or insurance operations.
• Comfort with CRMs and AI tools; quick learner of new platforms.
• Strong writing and speaking skills with a confident professional presence.

Responsibilities

• Manage a steady pipeline of warm inbound leads (60–100/month).
• Respond to inquiries quickly to keep leads from cooling.
• Run discovery calls and assess client needs with scripts and risk frameworks.
• Collaborate with underwriters on terms across GL, Property, E&O, Cyber, and Commercial Auto.
• Build clean risk packages and disseminate to multiple carriers.

Skills

CRM proficiency

Strong communication

Learn new platforms quickly

Professional presence (phone/video)

Education

Bachelor’s degree in Business/Finance/Risk Mgmt/Economics

Tools

CRM systems

AI tools

Job description

Commercial Account Associate (Growth Team)

• Full-Time
• Base salary + uncapped performance incentives

Team Growth Team

Location: Woodbridge, Ontario

Job type: Full-Time

Pay: Base salary + uncapped performance incentives

What you’ll do

• Work a steady pipeline of 60 to 100 warm inbound leads a month from our own lead generation platform.
• Respond to new inquiries quickly so good leads don't go cold.
• Keep your pipeline tidy and sorted by stage, risk type, and expected close date.
• Run discovery calls using our scripts and risk frameworks to learn what each business needs.
• Check each opportunity against carrier appetite guides so you spend time on accounts that can be placed.
• Collect the details underwriters need, such as revenue, operations, and claims history.
• Work with carrier underwriters on terms across General Liability, Property, Professional Liability (E&O), Cyber, and Commercial Auto.
• Choose the best carrier for each client based on their risk, price, and quality of coverage.
• Use our submission tool to build one clean risk package and send it to several carriers at once.
• Keep the CRM up to date with account details, quote stages, premiums, and policy documents.
• Let our AI assistants transcribe calls, draft follow-up emails, read loss runs, and summarize quotes.
• Walk business owners through their quotes and explain the differences, exclusions, and extras.
• Answer objections, finalize the policy structure, and get the commitment to bind.
• Bind coverage, collect the first payment, complete carrier paperwork, and hand the client to our Small Business Service Team for ongoing service and renewals.

What you’ll bring

• A bachelor's degree in Business, Finance, Risk Management, Economics, or a related field.
• 1 to 3 years of experience in B2B sales, account management, insurance operations, or another high-volume customer role.
• Comfort with CRMs, new software, and AI tools, and the ability to learn our own platforms quickly.
• Strong writing and speaking skills, with a confident, professional presence on the phone and on video.

What we offer

• A competitive base salary plus uncapped performance incentives.
• Warm inbound leads, so your day goes to selling instead of cold calling.
• AI tools that take care of the admin work for you.
• A focus on new business, with a separate team handling service and renewals.

Boardwalk Insurance is an equal opportunity employer. If you need any accommodations during the hiring process, just let us know and we’ll be happy to help.