About the Opportunity

Our client is a well-established, independent insurance brokerage with multiple locations across Southern Ontario. This newly created leadership role is ideal for someone who excels at the intersection of insurance operations and technology.

The successful candidate will oversee the systems, processes, and compliance infrastructure that support the brokerage's day-to-day operations. This is a high-impact position with significant ownership, working closely with leadership, insurance carriers, and technology vendors to drive operational excellence and digital transformation.

Key Responsibilities

Insurance Systems Management

• Administer and optimize the brokerage management system, including configuration, workflows, user access, data integrity, and reporting.
• Oversee document management systems and ensure seamless integration with the BMS.
• Manage carrier connectivity, broker codes, company portals, and CSIO download standards.
• Coordinate with third-party technology vendors and resolve cross-system integration issues.
• Recommend and implement system improvements to enhance efficiency.

IT Leadership & Digital Transformation

• Lead internal IT operations and technology initiatives.
• Manage system upgrades, migrations, and platform implementations.
• Evaluate emerging technologies and oversee vendor relationships.

Operations & Regulatory Compliance

• Monitor regulatory and industry changes and implement operational updates.
• Manage brokerage compliance reporting and maintain operational policies and procedures.
• Ensure adherence to industry standards and regulatory requirements.

Insurance Program Administration

• Oversee the organization's Errors & Omissions, fidelity bond, and cyber insurance programs.
• Coordinate renewals, policy changes, and claims activity while maintaining accurate records.

Reporting & Business Intelligence

• Produce operational and management reports.
• Generate sales, renewal, activity, expiry, and custom reports to support business decision-making.

Acquisitions & Integration

• Support operational due diligence for brokerage acquisitions.
• Lead system integration and onboarding activities for newly acquired businesses.

Qualifications

• 5+ years of experience in insurance brokerage operations, IT leadership, or a combined operations/technology role.
• Strong hands-on experience with a broker management system, including administration, workflows, reporting, and policy processing.
• Solid understanding of insurance technology platforms, carrier portals, document management systems, and automation tools.
• Experience leading IT projects, managing vendors, and driving operational improvements.
• Familiarity with carrier relationships, broker code management, and regulatory compliance.
• Excellent communication, organizational, and leadership skills.
• An insurance licence is considered an asset, along with experience using leading brokerage technology platforms.

Compensation & Benefits

• Competitive compensation based on experience.
• Comprehensive health and dental benefits.
• RRSP matching program.
• Generous vacation and paid personal days.
• Additional time off during the holiday season.
• Employee Assistance Program.
• A collaborative, people-focused culture with the opportunity to make a significant impact in a newly created leadership role.