Senior Account Manager

Job summary

Manage and advise a portfolio of established VIP commercial clients, overseeing account strategy, renewals, coverage solutions, retention, and continuity. Identify growth opportunities, place coverage and negotiate terms with underwriters, and coordinate policy changes and renewals with administrative support.

Job details

A well-established, independent Canadian brokerage is expanding its commercial lines practice and seeking an experienced Senior Commercial Account Executive to take ownership of a premier, long-standing VIP client portfolio. You will manage and advise high-value commercial clients on their coverage, supported by a dedicated admin team that handles the paperwork so you can focus on building relationships, renewals, and account growth. Key Responsibilities: Portfolio Stewardship: Direct the strategy and servicing for a portfolio of established VIP commercial accounts, ensuring exceptional retention and continuity. Advisory & Solutions: Act as the lead insurance advisor on complex risks, policy renewals, coverage enhancements, and market remarketing. Growth & Cross-Selling: Identify organic expansion opportunities across existing accounts and write new commercial lines business. Underwriter Collaboration: Partner closely with market underwriters and internal marketing specialists to place coverage and negotiate optimal terms. Workflow Leadership: Oversee policy changes, endorsements, and renewals in coordination with your dedicated administrative support team. What You Bring: Experience: 10+ years of commercial insurance brokerage or account management experience handling mid-to-large commercial risks. Licensing: Active BC Level 2 General Insurance License or CAIB / CIP designation. (A current Ontario RIBO license is an asset, or willingness to obtain it with company support). Technical Skills: Proficiency with Applied Epic (or similar brokerage CRM) and Microsoft Office Suite (Word, Excel, Outlook). Client Acumen: Strong presentation, negotiation, and relationship-building skills for senior-level client interactions. Independence: Proven ability to manage an established book of business autonomously within a collaborative team environment.

What you’ll do

Manage and advise a portfolio of established VIP commercial clients, overseeing account strategy, renewals, coverage solutions, retention, and continuity. Identify growth opportunities, place coverage and negotiate terms with underwriters, and coordinate policy changes and renewals with administrative support.

Requirements

Requires 10 or more years of commercial insurance brokerage or account management experience with mid-to-large commercial risks, plus an active BC Level 2 General Insurance License or CAIB/CIP designation. Candidates should be proficient with Applied Epic or a similar brokerage CRM and Microsoft Office, and demonstrate strong client-facing, negotiation, and independent portfolio-management skills; an Ontario RIBO license is an asset or may be obtained with company support.

Listed skills

• Client Relationship Management · Preferred
• Business development · Preferred
• Negotiation · Preferred
• Microsoft Office · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Commercial Insurance Brokerage
• Commercial Account Management
• Portfolio Management
• Client Relationship Management
• Insurance Advisory
• Risk Assessment
• Policy Renewals
• Coverage Enhancement
• Market Remarketing
• Business Development
• Cross-Selling
• Underwriter Collaboration
• Negotiation
• Applied Epic
• Microsoft Office
• Policy Administration

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support
• Management & Leadership