Junior Commercial Lines Account Manager

My Insurance Broker; Vaughan; Hybrid; CAD 55,000 - 65,000; Full time

Job summary

My Insurance Broker, located in Ontario, seeks a Junior Commercial Lines Account Manager to service a portfolio of commercial accounts, manage renewals, and respond to client requests. The role emphasizes building strong client, broker, and carrier relationships and requires active remarketing when needed.

The ideal candidate will have a RIBO license, 1–3 years of general insurance brokerage experience, and proficiency with EPIC and MS Office.

Qualifications

• College Diploma, University Degree, or equivalent professional industry experience.
• RIBO License in good standing.
• 1-3 years in a general insurance brokerage servicing commercial lines.
• Solid understanding of insurance carrier portals and underwriting workflows.
• Experience with a Broker Management System (EPIC preferred).
• Proficient in MS Office (Excel, Word, Outlook).
• CIP or CAIB certification is an asset.

Responsibilities

• Manage inbound requests from the commercial service queue, processing policy changes across Commercial Property, Liability, Auto, and Specialty Lines for the existing house book of business.
• Review, underwrite, and process endorsement requests from brokers and house clients within established service standards.
• Issue Certificates of Insurance (COIs) for house clients and brokers.
• Complete transactions within EPIC, issue invoices for agency-billed policies, and actively manage related accounts receivable.
• Act as a trusted resource for brokers and clients. Maintain an accessible presence by promptly returning missed calls, ensuring adherence to call-recording protocols.
• Process policy cancellations, offering guidance on next steps while proactively attempting to retain the business where possible.

Skills

RIBO License

Carrier portals understanding

Underwriting workflows understanding

Client service mindset

Education

College Diploma or University Degree or equivalent

CAIB/CIP Certification in progress

Tools

EPIC

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Job Title:

Junior Commercial Lines Account Manager

Location:

505 Hwy 7 #311, Thornhill, ON L3T 7T1

Employment Type:

Full-time / Permanent

Salary Range:

$55,000 - $65,000

Reason for Vacancy:

New position

Who we are:

Established in 2008, My Insurance Broker is a proud family-owned and Canadian-operated brokerage. As one of Ontario's fastest-growing online brokerages, we have forged strong partnerships with Canada's leading insurance companies. With multiple offices across Southern Ontario and a dedicated support center in Richmond Hill, we are committed to delivering superior pricing, comprehensive coverage, and exceptional service to our clients.

About the role:

My Insurance Broker Corp. is looking to add a dynamic, energetic, and team-oriented Junior Commercial Lines Account Manager. In this role, you will service a portfolio of commercial accounts by managing renewals, handling daily client requests, and remarketing policies when needed. If you love building long-lasting relationships with clients, brokers, and carriers, we want to hear from you!

What you'll be doing:

Account Management & Client Service

• Manage inbound requests from the commercial service queue, processing policy changes across Commercial Property, Liability, Auto, and Specialty Lines for the existing house book of business.
• Review, underwrite, and process endorsement requests from brokers and house clients within established service standards.
• Issue Certificates of Insurance (COIs) for house clients and brokers.
• Complete transactions within EPIC, issue invoices for agency-billed policies, and actively manage related accounts receivable.
• Act as a trusted resource for brokers and clients. Maintain an accessible presence by promptly returning missed calls, ensuring adherence to call-recording protocols.
• Process policy cancellations, offering guidance on next steps while proactively attempting to retain the business where possible.

Relationship Management & Collaboration

• Build and maintain strong working relationships with clients, brokers, insurance carriers, and internal team members.
• Communicate effectively with insurance carriers regarding risk submissions, endorsements, and specific policy inquiries.
• Partner with internal teams to ensure seamless processing, meticulous documentation, and timely follow-ups.
• Work closely with the new business, renewal, and Hamilton teams to identify re-marketing and cross-selling opportunities.
• Address and resolve carrier, client, or broker concerns in a timely manner.

Compliance & Quality Control

• Ensure all transactions comply with carrier underwriting guidelines, regulatory requirements, and internal policies.
• Maintain data accuracy within EPIC, ensuring all applications, files, and client histories are thoroughly documented with detailed notes.
• Proactively identify potential exposure, coverage gaps, or E&O concerns, escalating issues as required.

Growth & Operational Support

• Participate in team meetings, ongoing training sessions, and internal process improvement initiatives.
• Support brokerage goals tied to client retention, growth, and service excellence.
• Perform other related duties as required.

What we need you to bring:

• College Diploma, University Degree, or equivalent professional industry experience.
• RIBO License in good standing.
• 1 - 3 years of hands-on experience within a general insurance brokerage, specifically focused on servicing commercial lines accounts.
• Solid understanding of insurance carrier portals and standard commercial underwriting workflows.
• Experience working with a Broker Management System (EPIC preferred).
• Proficient in MS Office, specifically Excel, Word, and Outlook.
• CIP or CAIB Certification or working towards its completion is considered an asset

My Insurance Broker is an equal opportunity employer committed to fostering an inclusive, respectful, and diverse workplace. We are committed to providing accommodation upon request for applicants and employees with disabilities, in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act (AODA). If you require accommodation at any stage of our hiring process, please inform us and we will work with you to meet your needs.

Your application will be reviewed by a member of our recruitment team who will carefully assess your qualifications - never AI. We thank all candidates for their interest, however, only those selected for an interview will be contacted.