Commercial Lines Brokerage Leader - IW- 7766

Date of modification: May 15, 2021


Job number: IW- 7766

Detail

Job title: Commercial Lines Brokerage Leader

Location: Vaughan

Description

Commercial Lines - Executive/Leadership 

Overview:

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 otis@dgacareers.com. If you are working with another DGA Recruiter, feel free to ask them about this position directly.

    Selected candidates will be contacted directly. 

Information

  • 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

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