Commercial Lines Account Executive

Kaizen Lab Inc.; Surrey; Hybrid; CAD 90,000 - 130,000; Full time

Job summary

Schill Insurance is seeking a Commercial Lines Account Executive to grow and protect a portfolio of commercial clients. You will lead strategic conversations, assess risk, and structure coverage to align with client needs.

You will maintain active client relationships, manage renewals, and coordinate with underwriters and insurers to ensure optimal outcomes. A deep understanding of commercial lines and strong communication are essential.

Qualifications

• Level 2 general insurance license is required.
• Strong knowledge of commercial insurance coverages, products, and risk exposures.
• Understanding of insurer underwriting principles.
• Experience with broker management systems (Epic or similar).

Responsibilities

• Grow and protect a portfolio of commercial clients.
• Lead client and prospect meetings to understand operations and risk.
• Provide recommendations for coverage and risk transfer.
• Manage renewals, endorsements, and cancellations.
• Maintain client records and produce clear correspondence.

Skills

Commercial insurance knowledge

Client relationship management

Prospecting & relationship building

Communication

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