Commercial Lines Account Executive

Schill Insurance Brokers Ltd; Port Alberni; Hybrid; CAD 65,000 - 95,000; 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 strong relationships, lead strategic conversations, and apply technical expertise to assess risk and structure coverage effectively.

You will be a trusted advisor and a key contributor to Schill’s long-term growth, collaborating with insurer partners and internal teams to deliver a consistent, high-quality client experience.

Qualifications

• Level 2 general insurance license is required.
• Strong working knowledge of commercial insurance coverages and risk exposures.
• Proficiency with Epic or similar broker management systems.

Responsibilities

• Accountable for retention, growth, and overall client experience of current book.
• Lead renewal conversations focusing on operations, market conditions, and long-term client outcomes.
• Review and interpret policy wording to confirm accuracy and coverage appropriateness.
• Maintain complete, accurate client records in Epic and produce professional correspondence.
• Balance new business activity with portfolio quality and long-term sustainability.
• Build and maintain relationships with insurer partners, underwriters, and clients.
• Stay informed on market conditions, insurer appetites, and emerging industry trends.

Education

Level 2 general insurance license

Tools

Epic or similar broker management systems

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, and changes 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