Commercial Account Executive

Original job posting

Manage a portfolio of small and medium-sized commercial insurance clients by structuring coverage and negotiating terms with insurers. Proactively handle renewals, identify coverage gaps, and support new business growth through technical advice and relationship building.

Job details

About Boardwalk Insurance Boardwalk Insurance is a commercial insurance brokerage focused on helping small and medium sized businesses protect what they have built. We believe business owners should be able to rely on their broker to understand their business, simplify insurance, and help them make informed decisions without adding unnecessary complexity. Our team works closely with clients and insurance partners to deliver practical advice, responsive service, and coverage that reflects how each business actually operates. Boardwalk Insurance operates as a division of Oracle RMS. Learn more at www.myboardwalk.ca. The Role We are looking for a Commercial Insurance Account Executive to join our growing commercial team. You will work directly with business owners, decision makers, and insurance companies to understand risk, structure coverage, negotiate terms, and guide clients through their insurance needs. This is a client facing role for someone who enjoys both the relationship and technical sides of commercial insurance. You will manage a portfolio of small and medium sized business clients while also identifying opportunities to strengthen relationships, expand coverage, and support new business growth. You will work closely with producers, account managers, underwriters, and the broader Boardwalk team to deliver a high standard of advice and service. What You Will Do • Manage and develop relationships with a portfolio of small and medium sized commercial insurance clients • Build trusted relationships with business owners and key decision makers • Understand client operations, exposures, and insurance requirements • Conduct coverage reviews and recommend appropriate insurance solutions • Prepare submissions and work with underwriters to obtain competitive terms • Review quotations, coverage options, policy documents, and renewal terms • Negotiate with insurers on behalf of clients • Manage renewals and ensure clients are approached proactively • Identify coverage gaps and opportunities to expand existing client relationships • Support new business opportunities from initial discovery through placement • Coordinate policy changes, documentation, and client requests with internal team members • Maintain accurate client and policy information within brokerage systems • Ensure files meet brokerage, insurer, and regulatory standards • Contribute to portfolio growth, client retention, and the overall success of the commercial team What We Are Looking For You have experience working with commercial insurance clients and understand that strong brokerage work requires technical judgment, communication, and consistent follow through. Ideally, you bring: • Commercial insurance brokerage experience, preferably working with small or medium sized businesses • A valid RIBO licence or equivalent insurance qualification • Strong knowledge of commercial property and casualty insurance products • Experience managing client relationships and commercial insurance accounts • The ability to understand business operations, identify exposures, and discuss coverage clearly with clients • Confidence communicating and negotiating with underwriters • Strong written and verbal communication skills • Good judgment, organization, and attention to detail • The ability to manage multiple clients, renewals, and priorities at the same time • A commercial mindset with an interest in account growth, cross selling, and new business • Comfort working with brokerage management systems, CRM platforms, and digital tools • The ability to work independently while collaborating closely with the rest of the team Who Will Do Well Here You will likely enjoy this role if you are proactive, organized, and comfortable working directly with clients and insurers. You follow through. You communicate clearly. You are comfortable asking questions, solving problems, and advocating for clients when working with insurance companies. You also understand that strong commercial insurance work comes from understanding the client’s business, identifying risk, and helping them make informed coverage decisions. Why Boardwalk Boardwalk is growing its commercial insurance platform and looking for people who want to build deeper expertise while working with a broad range of businesses and industries. You will work closely with experienced insurance professionals, have direct exposure to business owners and insurance markets, and have opportunities to grow your technical and client relationship skills as the brokerage expands. If you are looking to continue building your career in commercial insurance with a growing brokerage, we would like to hear from you.

What you’ll do

Manage a portfolio of small and medium-sized commercial insurance clients by structuring coverage and negotiating terms with insurers. Proactively handle renewals, identify coverage gaps, and support new business growth through technical advice and relationship building.

Requirements

Requires a valid RIBO licence or equivalent insurance qualification and experience in commercial insurance brokerage. Candidates must possess strong knowledge of property and casualty products and the ability to communicate effectively with both business owners and underwriters.

Listed skills

• Organization · Preferred
• Account Management · Preferred
• Communication · Preferred
• Client Relationship Management · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Commercial Insurance
• Client Relationship Management
• Risk Assessment
• Underwriting Negotiation
• Coverage Review
• Policy Management
• Business Development
• RIBO Licence
• Property and Casualty Insurance
• Account Management
• Communication
• Organization

Job areas

• Sales
• Finance & Accounting
• Customer Service & Support