Our client is a fast-growing, award-winning insurance brokerage in Ottawa. They are seeking a RIBO licensed Client Relationship Manager / Insurance Service Broker to join their team and help them deliver exceptional service while driving client retention and account growth.

 

 

What You’ll Do

• Manage an assigned book of insurance clients

• Conduct annual policy reviews and coverage consultations

• Process policy changes, endorsements, renewals, and remarkets

• Proactively retain clients through relationship management and market reviews

• Deliver an exceptional client experience through phone, email, and virtual meetings

• Identify cross-selling opportunities across personal, commercial, life, and financial insurance products

• Support branch growth through inbound sales opportunities, win-backs, referrals, and client reviews

• Collaborate with our sales team to support client retention and business growth

 

 

Who You Are

• Client-focused and relationship-driven

• Passionate about delivering exceptional service

• Professional, organized, and detail-oriented

• A strong communicator and problem solver

• Comfortable working independently and collaboratively

• Motivated by helping clients and contributing to team success

• Embrace innovation, technology, and continuous improvement

 

 

 

Qualifications

 

Must Have

• Active RIBO License in good standing

• Legally eligible to work in Canada

• Minimum 1+ years of insurance brokerage experience

• Proven client service and retention experience

• Strong communication, organization, and time-management skills

• Comfortable using technology and digital platforms

• Must reside within the Greater Ottawa Area

 

Nice-to-Have

• CAIB, CIC, CIP, or FCIP designation

• Experience with Power Broker and Applied Rating Services

• Experience servicing both personal and commercial insurance clients

• Additional language skills

 

 

Our Compensation Philosophy

This role is primarily focused on client service and retention; however, team members are encouraged and rewarded for identifying and closing new business opportunities generated through inbound inquiries, client referrals, annual

reviews, cross-selling initiatives, and win-back campaigns.

 

Personally written new business opportunities—including inbound branch leads, client referrals, win-backs, cross-sell opportunities, and other branch-generated sales opportunities handled by the Client Relationship Manager—are eligible for commission compensation in addition to base salary and performance bonuses.

 

 

What We Offer

• Base salary based on experience

• 30% commission on personally written new business

• Performance bonuses tied to: Client retention, Book growth, Service quality, Cross-selling activity

• 3 weeks’ vacation

• Paid birthday off

• Ottawa-based in-office work environment (9am to 5pm Monday to Friday. Weekends off)

• Free parking

• AI-powered tools and systems designed to improve efficiency and client outcomes

• Ongoing professional development and career advancement opportunities

• Smart casual work environment

 

Join Our Team

If you’re looking for a long-term career with a growing brokerage that values service excellence, innovation, and professional growth, we’d love to hear from you. Help us raise our already strong 92% retention rate to 95%+ while building lasting relationships with clients across Ottawa.