Commercial Lines Account Executive

Schill Insurance Brokers Ltd.; Surrey; On-site; CAD 70,000 - 110,000; 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 judgement to assess risk and structure coverage.

You will manage renewals, pursue new business, and collaborate with insurers and internal teams to deliver exceptional client outcomes and long-term growth for Schill.

Qualifications

• Must hold a Level 2 general insurance license.
• Strong knowledge of commercial insurance coverages, products and risk exposures.
• Experience in account management and client-facing advisory roles.

Responsibilities

• Grow and protect a portfolio of commercial clients.
• Lead client and prospect meetings focused on operations, risk, and coverage needs.
• Renewals and endorsements with a focus on outcomes and gaps in coverage.
• Maintain complete client records in Epic and ensure accurate documentation.
• Collaborate with insurers, underwriters and internal teams to deliver high-quality client experiences.

Skills

Client relationship management

Communication skills

Sales prospecting

Industry knowledge

Time management

Education

Level 2 general insurance license

Tools

Epic

Broker management systems

Job description

As a Commercial Lines Account Executive at Schill Insurance, you are responsible for growing and protecting a portfolio of commercial clients. You build strong relationships, lead strategic conversations, and apply technical expertise and judgement to assess risk and structure coverage effectively. You are a trusted advisor to clients 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 with long-term portfolio quality, fit, and sustainability.
• Drive new business through referrals, centers of influence, networking, and proactive prospecting.
• Lead client and prospect meetings focused on understanding operations, uncovering risk, and positioning Schill as a trusted advisor.
• Build and maintain a visible presence in the community to attract new opportunities.
• Maintain an active pipeline and follow through consistently on sales activity and opportunities.
• Provide regular updates on sales activity, market wins and losses, and emerging opportunities.

Client Relationship Management

• Act as the primary relationship contact for commercial clients, balancing advisory credibility with commercial outcomes.
• Lead renewal conversations with a focus on changes in operations, market conditions, and long-term client outcomes.
• Assess client operations, risk exposures, and coverage needs, and provide clear, practical recommendations.
• Ensure coverage is structured thoughtfully, with no unintended gaps, and aligned to client risk tolerance and business goals.
• Communicate proactively with clients throughout the policy lifecycle, including renewals, endorsements, and changes in exposure.

Account Management & Policy Execution

• Manage new business, renewals, endorsements, and cancellations in accordance with Schill and insurer guidelines.
• Review and interpret policy wording to confirm accuracy, intent, and appropriateness of coverage.
• Support remarketing decisions where needed to protect retention and ensure long-term account health.
• Maintain complete, accurate, and timely client records in Epic, including documentation of conversations and decisions.
• Produce professional, clear written correspondence that reflects Schill’s standards and brand.

Professional Practice & Development

• Collaborate effectively with internal teams and external partners to deliver a consistent, high-quality client experience.
• Maintain strong working relationships with insurer partners, underwriters, and industry bodies.
• Stay informed on market conditions, insurer appetites, and emerging industry trends.
• Continuously build technical knowledge of commercial coverages, products, and risk exposures.
• Conduct yourself in a manner that reflects Schill Insurance’s values, professionalism, and reputation.

Success Factors

How You Show Up

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

What You Know

• Level 2 general insurance license
• Strong working knowledge of commercial insurance coverages, products, and common risk exposures
• Solid understanding of insurer requirements and underwriting principles
• Familiarity with current market conditions, trends, and industry issues
• Proficiency with Epic or similar broker management systems