Advocis Broker Services ("ABS") is a boutique, national insurance brokerage affiliated with Advocis – The Financial Advisors Association of Canada, a federally incorporated nonprofit professional association representing financial advisors across Canada. ABS provides insurance solutions that support the professional, regulatory, and risk-management needs of advisors, with a core focus on Errors & Omissions (E&O;) insurance and related professional liability and commercial insurance solutions. ABS operates within a regulated insurance environment and maintains strong governance, compliance, and financial discipline consistent with its affiliation with a national nonprofit organization.

Role Overview
ABS is seeking a Licensed Broker, Commercial Insurance to serve as a trusted risk advisor and portfolio manager for commercial clients. This role owns the end-to-end management of a commercial book of business, delivering consultative advice, disciplined risk assessment, and operational excellence across new business, renewals, endorsements, and claims support. The Licensed Broker contributes directly to client retention, revenue growth, and the long-term sustainability of the brokerage while operating within regulatory, underwriting, and governance standards. The role reports to the Director, ABS.

Key Responsibilities

Manage and retain a portfolio of commercial insurance accounts

Serve as a trusted advisor on risk exposure, coverage strategy, and market options

Lead renewal strategy, including proactive client engagement and remarketing where appropriate

Maintain high client retention through relationship stewardship and responsiveness

Professional Liability (E&O;)

Group Programs

Commercial Business Insurance,



including Auto

Revenue Growth & Business Development

Identify cross-selling and up-selling opportunities within assigned accounts

Contribute to revenue targets through disciplined prospect management

Prepare proposals, negotiate terms with insurers, and secure competitive coverage placements

Support new business acquisition efforts where required

Maintain pipeline visibility and renewal forecasting discipline

Market & Underwriter Relations

Develop and maintain strong working relationships with insurers, MGAs, and underwriting partners

Negotiate coverage terms, pricing, and endorsements on behalf of clients

Maintain knowledge of insurer appetite, product updates, and market conditions

Ensure appropriate market selection consistent with underwriting strategy and compliance requirements

Operational & Regulatory Excellence

Manage electronic interfacing with insurers for new business, endorsements, and renewals

Ensure timely issuance of certificates, documentation, and binding confirmations

Maintain accurate, audit-ready files in Applied Systems (EPIC), Policy Works, and insurer portals

Adhere strictly to brokerage documentation standards and RIBO regulatory expectations

Maintain valid RIBO licensing and relevant professional designations (CAIB, CRM, CIP or equivalent)





Assist clients with claims reporting and documentation

Support effective communication between clients and insurers during claims processes

Ensure files reflect appropriate documentation for defensibility and compliance

Professional Standards & Brand Representation

Represent ABS with professionalism in all client and insurer interactions

Demonstrate sound judgment, discretion, and ethical conduct

Maintain up-to-date knowledge of products, regulatory changes, and industry trends

Support internal collaboration and contribute positively to the ABS team culture

Qualifications & Experience

Active RIBO license (required)

Insurance designations (CAIB, CRM, CIP) completed or in progress

0-3 years of commercial brokerage experience

Demonstrated experience managing a book of business

Strong understanding of professional liability and commercial insurance markets

Proven ability to negotiate with underwriters

High attention to detail and strong workflow discipline

Strong interpersonal and consultative communication skills

Performance Expectations
Success in this role will be measured by:

Revenue growth within assigned portfolio

Timely and accurate renewal processing

Documentation quality and compliance

Client satisfaction and relationship strength

What Success Looks Like

Strong and stable commercial portfolio with high retention

Trusted advisor relationships with clients and insurer partners

Consistent revenue contribution aligned with brokerage goals

Operational discipline and audit-ready compliance

Positive contribution to ABS’s growth and professional reputation

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📌 Licensed Broker, Commercial Insurance (Ontario)
🏢 Advocis
📍 Ontario