Commercial Lines Account Professional

Insight Global; Ottawa; On-site; CAD 65,000 - 95,000; Full time

Job summary

Insight Global in Ottawa is seeking a Commercial Lines Insurance Producer/Account Manager to generate new business and manage a growing book of commercial clients. You will build relationships with local businesses, assess risks, and tailor insurance solutions across Property, Liability, Auto, and Cyber coverages.

The role emphasizes proactive sales, market awareness, and collaboration with service teams to ensure a smooth client journey from onboarding to renewal.

Qualifications

• 3+ years of experience in commercial insurance sales or related role.
• Proven ability to generate new business and grow a book of clients.
• Strong understanding of commercial insurance products and risk management.
• Excellent verbal, written, and presentation skills.
• Strong negotiation and relationship-management abilities.
• Proficiency with EPIC and applied systems.
• Proficiency with Microsoft 365 and insurance brokerage systems.
• Valid driver's license and reliable transportation.

Responsibilities

• Prospect, develop, and secure new commercial insurance clients through networking, referrals, and community engagement.
• Identify client risks and recommend appropriate insurance solutions, including Property, Liability, Commercial Auto, Professional Liability, Cyber, and Specialty Coverages.
• Prepare and present insurance proposals, coverage comparisons, and risk management recommendations.
• Build and maintain strong relationships with clients, carrier partners, and industry stakeholders.
• Collaborate with service teams to ensure a seamless client experience from onboarding through renewal.
• Stay informed on market trends, insurer appetites, and emerging commercial risks.
• Ensure compliance with all regulatory and licensing requirements.

Skills

EPIC proficiency

Commercial insurance sales

New business generation

Client relationship building

Insurance risk management

Verbal and written communication

Negotiation

Microsoft 365

Driver's license

Tools

EPIC

Insurance brokerage systems

CRM systems

Job description

• Proficiency with EPIC and applied systems
• 3+ years of experience in commercial insurance sales, or a related insurance role.
• Proven track record of generating new business and building long-term client relationships.
• Strong understanding of commercial insurance products and risk management principles.
• Excellent verbal, written, and presentation skills.
• Strong negotiation and relationship-management abilities.
• Proficiency with Microsoft 365 and insurance brokerage management systems.
• Valid driver's license and access to reliable transportation for client meetings and networking events.

Nice to Have Skills & Experience

• CAIB, CIP, or CRM designation.
• Existing network of commercial business contacts within the Ottawa market.
• Experience selling mid-market or enterprise commercial insurance programs.

Job Description

We are seeking a motivated and results-driven Commercial Lines Insurance Producer or Account Manager to join our growing team. In this role, you will be responsible for generating new business opportunities, developing relationships within the local business community, and providing tailored commercial insurance solutions to clients across various markets. The ideal candidate is a proactive sales professional with strong relationship-building skills, a passion for helping businesses manage risk, and a proven ability to grow a commercial book of business.

Key Responsibilities

• Prospect, develop, and secure new commercial insurance clients through networking, referrals, and community engagement.
• Identify client risks and recommend appropriate insurance solutions, including Property, Liability, Commercial Auto, Professional Liability, Cyber, and Specialty Coverages.
• Prepare and present insurance proposals, coverage comparisons, and risk management recommendations.
• Build and maintain strong relationships with clients, carrier partners, and industry stakeholders.
• Collaborate with service teams to ensure a seamless client experience from onboarding through renewal.
• Stay informed on market trends, insurer appetites, and emerging commercial risks.
• Ensure compliance with all regulatory and licensing requirements.

AI: Artificial intelligence tools are used to assist in screening and assessing applicants for this position.

Vacancy: This posting is for a currently vacant role, and the successful candidate will be hired into an existing open position.