Commercial Account Manager (Winnipeg)
Job Description
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.
- 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.
Winnipeg, Manitoba
Full-time
- Competitive starting salary
- Commission available for all brokers
- Extended health & dental benefits plan
- Three weeks of vacation plus paid personal days
- Training and development
- Professional development with financial support
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.
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Lakeview Insurance Brokers
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.
- Competitive salary, commission opportunities, full benefits, and RRSP match.
If you’re a service-oriented professional with commercial insurance experience and are looking to grow your career with a dynamic and respected team, we’d love to hear from you!
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How to Apply
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Frequently Asked Questions
Who is hiring?▼
This role is with Lakeview Insurance Brokers Limited in Winnipeg.
Is this a remote position?▼
This appears to be an on-site role in Winnipeg.
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