Job Title: Commercial Account Manager (Small Business)
Department: Sales and Commercial Lines
Reports To: Sales & Commercial Lines Manager and Small Business Team Lead
Compensation Range: $55,000 - $75,000
Hours of Work: Monday to Friday, 8:30am to 4:30pm (37.5 per week)
Work Location: Fonthill, Ontario, Canada
Position Type: Permanent, Full-Time
Vacancy Status: Existing
The Commercial Account Manager, with a focus on Small Business Accounts, is responsible for managing a dedicated book of small business clients, ensuring service excellence while also supporting new business growth. This role balances day-to-day client servicing with sales responsibilities, including handling new submissions, conducting renewal reviews, and managing remarkets. This individual plays a key role in client retention and growth by managing leads through the CRM, ensuring timely follow-ups, and delivering high-quality client experiences.
Primary Responsibilities
- Manage a book of small business accounts, including all service requests, renewals, and remarkets.
- Oversee new business submissions, ensuring applications are complete and accurate.
- Conduct proactive renewal reviews, recommending appropriate coverage adjustments or additional limits as needed.
- Manage and update leads within the CRM to ensure accurate tracking of opportunities and pipeline activity.
- Provide day-to-day client servicing, handling questions, general inquiries, certificates, and endorsements.
- Complete remarkets as required to ensure competitive terms and client satisfaction.
- Support small business sales initiatives by responding to inbound leads, prospecting, and assisting in cross-sell opportunities.
- Partner with team members and leadership to ensure departmental goals for retention and growth are met
Required Skills and Qualifications
- Demonstrates a high degree of professionalism and integrity, with effective communication skills
- Works well within a team and independently
- Embodies great people skills to support overall team performance – patient, enthusiastic, and dedicated professional who leads by example
- Is detail oriented, organized and accurate
- Proficiency with brokerage management systems (BMS), CRM platforms, and other industry-related technology
- Minimum 1-3 years of insurance industry experience, preferably in a commercial lines role
- Active RIBO license in good standing
- CAIB designation is considered an asset
Other Requirements: A valid driver’s license and willingness to travel between office locations as needed
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The Company
At Duliban Insurance, our values of honesty, integrity, and hard work guide everything we do—from our innovative approach to insurance to our commitment to the communities we serve. We strive for excellence while staying true to our local roots. Duliban Insurance Brokers is an award-winning, third-generation brokerage and a divisional brokerage of The McDougall Insurance Group. Consistently recognized as a top insurance workplace, we are proud of the reputation we've built for both exceptional client service and a strong team culture. With offices across Niagara and Haldimand, our team is dedicated to helping clients find simple, affordable solutions for their auto, home, business, and farm insurance needs.
As a valued Dream Team Member, you'll enjoy:
- Competitive compensation, including commission on new business and monoline sales
- Comprehensive benefits package, including medical, dental, and vision coverage
- Health Spending Account (HSA)
- RRSP and DPSP programs
- Paid personal days
- Competitive vacation entitlement
- Paid time to volunteer in the community
- Ongoing training and professional development opportunities
Become a valued member of the Duliban Dream Team and work alongside dedicated, motivated individuals who are passionate about serving our clients and communities.
