About BMS Group
BMS is a dynamic, independent, global broker established in 1980, delivering specialist insurance, reinsurance, and capital markets advisory services. We are a global brand with offices located across the US, Canada, Latin America, Australia, Europe and Asia with both a strong, local focus and understanding of market needs.

Our teams are respected globally for their specialist market knowledge, intelligent analysis and insight. Our people strive to be ‘the best in class’ and with an innovative approach and their entrepreneurial thinking, our clients truly benefit from better solutions to policy development and placement.

Being independent makes a key difference to our clients, giving our brokers the freedom to deliver the best solutions, tailored to meet their business needs. Coupled with our collaborative team approach, single platform worldwide and renowned personal service, we are the independent broker of choice.

Summary of Position
The Commercial Account Manager will be responsible to deliver the strategic vision of the brokerage through the implementation and management of sound operational practices and giving excellent customer service while upholding high service standards.

Primarily responsible for the management and servicing of commercial clients, retention of renewal business, supporting of new business while working with the collaboration of an Account Executive.

Key Responsibilities & Accountabilities
Service Construction and Commercial Realty Book of Business
Ensure Account Executive are kept abreast of any potential issues or concerns related to a client or prospect
Coordinate and communicate with Account Executive to develop a strategy for renewals and new business
Analyze client coverage, exposures and loss experience to determine risk requirements and any gaps in coverage and communicate with the Account Executive and client accordingly.
Respond to client requests and inquiries in a timely and professional manner
Ensure broker management system is kept up to date by attaching all correspondence and communications,



populating vehicle schedules, realty schedules, mailing addresses, client contact information, named insured’s and setting up recent policies etc.
Request and process endorsements and review for accuracy
Assist Account Executive with new business by preparing and processing new business including submissions, applications, proposals, comparison charts, spreadsheets, binders, certificates of insurance, liability slips, invoicing, preparing premium finance contracts, client letters, letters of authorizations
Prepare and process renewal business including remarketing submissions, proposals, presentations, comparison spreadsheets, binders, summaries, and certificates of insurance.
Keep Abeyances up to date, follow up on endorsements, statement of values, outstanding information, applications as required
Periodic in-person and virtual meetings with clients, insurance companies and colleagues
Process cancellations and requesting refund cheques
Gather information requested by the underwriters for new and renewal business and providing guidance and assistance in the completion of applications as necessary (auto applications)
Negotiate and secure the most appropriate coverage and premium based upon client needs and availability in the marketplace for both new and renewal business.
Ensure the quality and accuracy of insurance policies/ endorsements received from insurance companies
Report new claims and follow through to make sure everything is being handled appropriately to the client’s satisfaction (in conjunction with Account Executive) which may include follow-ups with the Adjusters
Build and maintain excellent relationships with insurance company underwriters, MGA’s, lawyers etc.




Ensure that the Continued Education Hours for RIBO are up to date for each term
Keep abreast of new products or offerings by insurance companies
Contribute to team success by consistently leveraging knowledge and sharing best practices
Working collaboratively with the commercial team with a focus on delivering the strategic goals/ vision of the brokerage
Special projects as may arise or assigned by management
Handle all Surety deployment – review tender, negotiate with Insurance Companies, prepare Bid Bonds, Finals Bonds, Transact, Renewal preparations and when required; contact tender holders to confirm requests.

What we’re looking for
Client facing & customer focused with excellent interpersonal & written communication skills.
Ability to perform effectively to tight deadlines with good personal organisation & time management skills.
Anticipates problems in advance & makes contingencies
Excellent attention to detail & ability to plan meticulously.
Personally demonstrate the five BMS values and ensure that team members are aligned with these:
We put clients first
We work as one
We find a way
We sweat the details
We take ownership

What’s in it for me?
Competitive compensation package, including comprehensive medical and dental benefits, generous vacation allowance, competitive salary, and opportunities for employer-sponsored training and education
Job Type: Full-time, Permanent
Pay: $110,000 per annum
Schedule: Monday to Friday
Work Location: Ottawa, Canada (hybrid)
Job Type: Full-time

Through our Diversity, Equality and Inclusion (DEI) vision, we are committed to ‘building a culture of belonging for all, valuing diverse perspectives and embracing authenticity.’ As such, we have created our ‘BMS Together’ programme, with dedicated training, collaborative committees and intentional partnerships. In support of our ESG vision, we offer two additional paid days each year to take part in charitable work.

#J-18808-Ljbffr

📌 Surety and Commercial Account Manager (Quebec City)
🏢 BMS Group
📍 Quebec City