Job Description / Duties

About the Role
As a Commercial Account Manager, you will play a key role in servicing and managing a diverse book of business across multiple industries, including construction, manufacturing, retail, hospitality, and professional services. Your focus will be on delivering exceptional client service, managing renewals and mid-term changes, and supporting the placement of new and renewal business in collaboration with our producer team. This is a client-facing, service-driven role that requires strong attention to detail, organizational efficiency, and technical insurance knowledge.

Key Responsibilities

Client & Account Management:
• Act as the main point of contact for our portfolio of commercial clients.
• Manage day-to-day servicing needs including inquiries, policy changes, endorsements, and documentation.
• Proactively manage renewals, ensuring timely communications, risk reviews, and remarketing where appropriate.
• Build and maintain strong relationships with clients, insurers, and team members.
• Deliver clear and concise coverage explanations and recommendations tailored to client needs.

Policy Servicing & Administration:
• Coordinate and process all policy changes, renewals, certificates of insurance, binders, and cancellations.
• Review policy wordings, terms, and conditions for accuracy and completeness.
• Maintain accurate records and documentation within our Broker Management System (BMS).
• Work with underwriters to obtain competitive and comprehensive quotes for both new and renewal business.
• Prioritize tasks effectively in a deadline-driven environment.

Team Support & Internal Collaboration:
• Collaborate closely with producers and management to service and grow the commercial book.
• Support Account Executives and the broader team with preparation of proposals, schedules of insurance, and client correspondence.
• Ensure all compliance, service, and documentation standards are met.

New Business & Upsell Opportunities:
• Identify and present coverage enhancements or gaps during policy review discussions.
• Provide assistance in onboarding new client.
• Support producers by preparing and managing submissions, quotes, and documentation for new business.

Industry & Product Knowledge:
• Stay current with market trends, product changes, and underwriting appetite across key insurer partners.
• Participate in ongoing training and development to enhance commercial insurance expertise.

Qualifications / Required Skills

Qualifications & Skills

Industry Experience:
• Minimum 2+ years of commercial lines experience in a brokerage or insurer environment.

Technical & Product Knowledge:
• Sound knowledge of commercial policy wordings including property, liability, auto, E&O, D&O, cyber, and other specialty coverages.
• Experience with commercial placements, renewals, endorsements, and claims follow-up.

Client-Centric & Communication Skills:
• Excellent verbal and written communication skills.
• Ability to build rapport with a diverse group of clients and provide thoughtful, professional service.

Organized & Detail-Oriented:
• Strong organizational skills with ability to manage multiple accounts, priorities, and deadlines.
• Comfortable working in a fast-paced, collaborative environment.

Education & Licensing:
• Level 2 Insurance License (or ability to obtain within a set timeframe).
• CAIB or CIP designation considered an asset.

Additional Information

Why Join Us?
• Independently owned and client-focused brokerage committed to growth and professional development.
• Work alongside a supportive team that values integrity, collaboration, and excellence.
• Diverse commercial client base with meaningful opportunities for learning and growth.

What We Offer
• Competitive starting salary
• Commission available for all brokers
• Extended health & dental benefits plan
• Three weeks of vacation plus paid personal days
• Company-matched RRSP program
• Training and development
• Professional development with financial support

Salary: $55,000 - $75,000

Contact Information

Keenan Reimer
Human Resources Manager
Lakeview Insurance Brokers Ltd.
679 Pembina Highway
Winnipeg, MB R3M 2L6
kreimer@lakeviewinsurance.com
431-813-8645

Employer Profile

About Us: Lakeview Insurance Brokers Ltd. has a proud history that dates back to 1983, with business operations that span across all three Canadian Prairie provinces. With 15 offices across Manitoba, Saskatchewan, and Alberta, the Lakeview Insurance Group of Companies (LIGC) has grown to have a distinctive presence throughout Western Canada providing insurance solutions for individuals and organizations. Lakeview Insurance remains an independently owned, family brokerage that has grown to 90 employees across the country. Continued growth and success comes from having the right people on our team, as we look to serve our clients with all of their insurance needs.