Job Description

Responsibilities include, but are not limited to:

  • Reviewing and maintaining expiration lists weekly
  • Determining renewal strategy plans with Client Executives and broking teams
  • Preparing pre-renewal schedules and communication to clients
  • Working closely with Client Executives and broking teams to prepare market submissions for new and existing accounts
  • Following up with insurers for quotes and preparing summaries of terms for review with Client Executives
  • Preparing proposals to present terms to clients, obtaining orders from clients or Client Executives, and binding coverage with insurers
  • Conducting wording and account reviews, preparing comparisons, and providing recommendations for cross-selling opportunities
  • Compiling and preparing presentations and reports
  • Preparing bonds, cover notes, policies, client service agreements or engagement letters, and client correspondence
  • Preparing motor vehicle liability insurance slips and certificates of insurance
  • Attending client meetings and presentations
  • Interacting directly with clients and insurers to answer questions, resolve problems, and make required changes to policy coverage
  • Reviewing documentation from insurers for deficiencies and working directly with insurers to implement changes
  • Entering client information and agency / direct-bill invoices in Epic
  • Filing client documentation in Epic or in a shared Microsoft Office drive
  • Creating and following up on abeyances in a timely manner for outstanding items from clients, insurers, client executives, and broking teams
  • Monitoring and following up on outstanding account receivables
  • Answering internal queries and responding to audits in a timely manner
  • Following policies and procedures, including compliance, privacy, and client security procedures
  • Other duties, as required




  • Entrepreneurial, self-motivated, organized, and customer-focused
  • Excellent interpersonal, communication, and negotiation skills
  • Professional, friendly, and respectful in all interactions with customers, company partners, and colleagues
  • High level of integrity and dependability with a strong sense of urgency and results-orientation
  • Dedication to maintaining a positive attitude while seeking outcomes that benefit our clients
  • Ability to listen, create buy-in, and effectively communicate initiatives to the organization


  • A minimum of five years' experience as an Associate Client Executive within the commercial insurance industry
  • Provincial license in good standing required (additional out-of-province licenses will be required upon notification)
  • RIBO license is an advantage
  • Ability to develop and maintain knowledge of insurance company products and their underwriting rules
  • Superior written and verbal communication skills
  • Microsoft Office suite (Outlook, Word, Excel, PowerPoint) skills are required
  • Knowledge of Applied Epic broker management system is an advantage

The EQUA offer:

  • Competitive salary and benefits package
  • Group RRSP contributions
  • Flexible hours with flexible personal and vacation time (minimum 20 days)
  • A career path focused on progression, learning, and engagement
  • A company and leadership team that believes in the importance of relationships, work-life balance, integrity, and diversity



Interested candidates please contact Daher Hassan at 416-868-6711 x.224 or forward your resume in confidence to If you are working with another DGA recruiter, feel free to ask them about this position.

Job Posting Details

Job Type


Market Segment

Commercial Insurance
Property Casualty Insurance

Company Type

Recruiting Consultants

Languages Required


Education Required


Expertise Area

Broker: Broker-Commercial

Minimum Experience Required

3 to 4 Years