Commercial Lines Account Executive

Schill Insurance Brokers Ltd; Port Alberni; On-site; CAD 70,000 - 90,000; Full time

Job summary

Schill Insurance Brokers Ltd is seeking a Commercial Lines Account Executive to grow and protect a portfolio of commercial clients. You will build relationships, lead strategic conversations, and apply technical judgment to assess risk and structure coverage effectively.

You will manage renewals, endorsements, and new business, while maintaining strong relationships with insurers and clients. The role emphasizes advisory value, collaboration, and consistent, high-quality client service.

Qualifications

• Level 2 General Insurance License is required or preferred.
• Strong knowledge of commercial insurance coverages and risk exposures.
• Experience working with insurer partners and underwriting principles.
• Proficiency with broker management systems such as Epic.

Responsibilities

• Grow and protect a portfolio of commercial clients and maintain strong client experience.
• Lead renewal conversations focusing on changes in operations and market conditions.
• Assess client operations, risk exposures, and coverage needs; provide practical recommendations.
• Review policy wordings for accuracy and coverage suitability; avoid gaps.
• Collaborate with internal teams and insurer partners to deliver high-quality service.

Skills

Relationship building

Sales & new business development

Risk assessment

Communication skills

Client advisory

Team collaboration

Education

Level 2 General Insurance License

Tools

Epic broker management system

Job description

As a Commercial LinesAccount Executive at Schill Insurance, you are responsible for growing andprotecting a portfolio of commercial clients. You build strong relationships,lead strategic conversations, and apply technical expertise and judgement toassess risk and structure coverage effectively. You are a trusted advisor toclients and a key contributor to Schill’s long-term growth.

Responsibilities

Business Growth & New Business Development

• Accountable for retention, growth,and overall client experience of current book.
• Balance new business activity withlong-term portfolio quality, fit, and sustainability.
• Drive new business throughreferrals, centers of influence, networking, and proactive prospecting.
• Lead client and prospect meetingsfocused on understanding operations, uncovering risk, and positioning Schill asa trusted advisor.
• Build and maintain a visiblepresence in the community to attract new opportunities.
• Maintain an active pipeline andfollow through consistently on sales activity and opportunities.
• Provide regular updates on salesactivity, market wins and losses, and emerging opportunities.

Client Relationship Management

• Act as the primary relationshipcontact for commercial clients, balancing advisory credibility with commercialoutcomes.
• Lead renewal conversations with afocus on changes in operations, market conditions, and long-term clientoutcomes.
• Assess client operations, riskexposures, and coverage needs, and provide clear, practical recommendations.
• Ensure coverage is structuredthoughtfully, with no unintended gaps, and aligned to client risk tolerance andbusiness goals.
• Communicate proactively withclients throughout the policy lifecycle, including renewals, endorsements, andchanges in exposure.

Account Management & PolicyExecution

• Manage new business, renewals,endorsements, and cancellations in accordance with Schill and insurerguidelines.
• Review and interpret policywording to confirm accuracy, intent, and appropriateness of coverage.
• Support remarketing decisionswhere needed to protect retention and ensure long-term account health.
• Maintain complete, accurate, andtimely client records in Epic, including documentation of conversations anddecisions.
• Produce professional, clearwritten correspondence that reflects Schill’s standards and brand.

Professional Practice & Development

• Collaborate effectively withinternal teams and external partners to deliver a consistent, high-qualityclient experience.
• Maintain strong workingrelationships with insurer partners, underwriters, and industry bodies.
• Stay informed on marketconditions, insurer appetites, and emerging industry trends.
• Continuously build technicalknowledge of commercial coverages, products, and risk exposures.
• Conduct yourself in a manner thatreflects Schill Insurance’s values, professionalism, and reputation.

Success Factors

How You Show Up

• Confident, outward-facing presencewith comfort initiating conversations and building new relationships
• Commercial curiosity and drive touncover opportunities, not just respond to requests
• Clear, persuasive communicationthat connects client needs to value and solutions
• Ownership for personal results,pipeline activity, and follow-through
• Balanced persistence that respectsclient trust, long-term relationships, and sound judgment
• A collaborative approach withaccount managers and associates, recognizing shared accountability for clientsuccess and growth

What You Know

• Level 2 general insurance license
• Strong working knowledge ofcommercial insurance coverages, products, and common risk exposures
• Solid understanding of insurerrequirements and underwriting principles
• Familiarity with current marketconditions, trends, and industry issues
• Proficiency with Epic or similarbroker management systems