Commercial Lines Brokerage Leader - IW- 7766

Date of modification: May 15, 2021

Job number: IW- 7766


Job title: Commercial Lines Brokerage Leader

Location: Vaughan


Commercial Lines - Executive/Leadership 


Working closely with Commercial Lines’ staff, Brokers Trust management and directors, to manage and communicate Brokers Trust identity and goals; compiling information and ensuring strategic and regulatory alignment and success of internal and external relationships.

Duties and Responsibilities:

Being part of the brokerage management team, the following relate to overseeing the brokerage’s Commercial Lines Operations:

  • Leading and managing a team of Account Managers/CSRs; also includes regularly creating and presenting Commercial Line’s and industry updates to staff, management, and board of directors,
  • Assist other marketing rep(s) to market larger and more complex accounts,
  • Educate, train & be a resource for Brokers Trust Commercial Account Managers on insurance coverage and wordings to better service clients and review renewals,
  • Educate, train & be a resource for Brokers Trust Producers/Brokers on insurance coverage and wordings to more efficiently write new business,
  • Manage Brokers Trust Commercial Lines’ relationships with all markets and MGAs,
  • Accompany Producers/Brokers on client visits as a resource for larger more complex clients,
  • Assist in the continual implementation and maintenance of Applied EPIC and IT software and system changes or upgrades,
  • Manage the workflow, regulatory requirements, employee HR standards and attendance of the Commercial Lines department and staff,
  • Conduct and be responsible for all company file reviews and audits,
  • Maintain and continually analyze industry and market trends in order to participate in decisions and communicate with other team members,
  • Collaborating with VP of Finance; generate and manage department reporting, budgets, and goals, for the purpose of conducting team and brokerage performance analysis and communicating results to other team leaders.

Qualities and Qualifications:

The ideal candidate should possess:

  • an in-depth knowledge on insurance wordings, (required)
  • an in-depth knowledge of industry trends and market appetite, (required)
  • an in-depth knowledge of coverage requirements for specific industries such contractors, manufacturing, and technology, (required)
  • an in-depth knowledge of commercial lines workflows and processes, (required)
  • excellent inter-personal skills, negotiation skills, and ability to work with personnel at all levels of the organization, (required)
  • 5-10+ years experience in a marketing/advanced account management roll, (preferred)
  • Industry designation(s), (preferred)
  • a familiarity with Applied Epic, (preferred)
  • an existing relationship with insurers, (preferred)

    Interested candidates please contact Otis Wong at 416-868-6711 ext 234 or forward your resume in confidence to If you are working with another DGA Recruiter, feel free to ask them about this position directly.

    Selected candidates will be contacted directly. 


  • City: Vaughan
  • Market segment: Commercial Insurance
  • Job Type: Full-Time
  • Education: RIBO
  • Expertise: Underwriting - Commercial , Account Management , Customer Service - Commercial , Broker Management , Executive Management , Management , Broker-Commercial
  • Minimum experience required: 7 to 10 Years