Think BIG. Deliver Exceptional Service. Build Lasting Client Relationships.

Billyard Insurance Group (BIG) Alta Vista is a rapid-growing, award-winning insurance brokerage in Ottawa. We are seeking a second RIBO licensed Client Relationship Manager / Insurance Service Broker to join our team and help us deliver exceptional service while driving client retention and account growth.

At BIG Alta Vista, we currently retain 92% of our clients annually . Our goal is to achieve and sustain 95%+ retention through proactive client reviews, trusted advice, and exceptional service. This role is ideal for an insurance professional who enjoys building client relationships, solving problems, retaining business, and identifying opportunities to better protect clients.

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, in-person, and virtual meetings

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

Support branch growth through inbound sales opportunities, win-backs, up-sells, cross-sells, 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

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 of $48,000-$55,000 based on experience

Commission on personally written new business

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

Paid birthday off

Hybrid work environment (8:30am to 5pm Monday to Friday. Weekends off. Min. 3-days In office)

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.

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📌 Client Relationship Manager / Insurance Service Broker (Quebec City)
🏢 Billyard Insurance Group
📍 Quebec City