Team Lead, Account Management Team

Location: Pickering, Ontario

Job Type: Full-time, Permanent, In-office (Hybrid)

Compensation: $60,000–$75,000 per year, plus performance-based bonus

Reports to: Director of Operations

RIBO License Required

About the Role

Brokerunion Insurance is looking for an experienced insurance professional to join our team as Team Lead,

Account Management Team .

Our Account Managers are often the first point of contact when a client calls Brokerunion. They support both personal and commercial insurance clients and play an important role in providing responsive service, identifying client needs and strengthening client relationships.

As Team Lead, you will be responsible for the day-to-day leadership and performance of this team, with a strong focus on coaching, accountability, service standards, employee development and results.

This role may be a good fit if you already have Team Lead or supervisory experience. It may also be the right next step if you are a seasoned broker who has naturally become the person colleagues turn to for guidance, problem-solving and support.

Formal leadership experience is preferred, but a management title alone is not what we are looking for. The ability to lead people, earn their respect, provide direction and help them perform at a higher level is what matters most.

About Brokerunion

Brokerunion Insurance is an independent, growing Ontario insurance brokerage with more than 100 brokers and team members across six locations.

Our team reflects the communities we serve and collectively speaks more than 25 languages. We value different backgrounds, experiences and perspectives and believe they make us a stronger organization.

As Brokerunion continues to grow, we are looking for people who can help us build strong teams and develop future leaders.

What You’ll Be Doing

- Provide day-to-day leadership, direction and support to the Account Management Team.
- Set clear expectations and hold team members accountable for productivity, service standards and established performance goals.
- Monitor individual and team KPIs, including inbound and outbound activity, client follow-up, service levels, retention, sales opportunities and other established performance measures.
- Coach Account Managers through regular one-on-ones,



call reviews, performance discussions and ongoing feedback.
- Motivate and develop a diverse, multilingual team while maintaining a qualified, collaborative and results-focused environment.
- Support the team with more complex personal and commercial insurance situations, client concerns, underwriting questions and escalations.
- Help ensure clients contacting Brokerunion receive timely, knowledgeable and professional service.
- Coach the team on identifying client needs, improving retention, strengthening client relationships and recognizing appropriate cross-selling and account-development opportunities.
- Participate in conducting performance reviews, and manage day-to-day employee matters such as attendance, scheduling and performance concerns in partnership with the Director of Operations.
- Identify training needs, workflow issues and opportunities to improve team performance, efficiency and client service.
- Work closely with the Director of Operations and other internal teams to address issues and keep the Account Management Team aligned with brokerage priorities.

What We’re Looking For

- Active RIBO license in good standing.
- Approximately 4+ years of insurance brokerage experience.
- Strong knowledge of brokerage operations and experience with personal insurance, commercial insurance, or preferably exposure to both.
- Previous Team Lead, supervisory, coaching or people-leadership experience is preferred.
- Demonstrated ability to lead, mentor or positively influence others, whether or not you have previously held a formal management title.
- Strong communication and interpersonal skills, with the ability to build credibility and earn the trust of a team.
- Comfortable setting expectations, providing constructive feedback and holding people accountable.
- Results-oriented and comfortable working with KPIs, targets and performance metrics.




- Ability to handle client escalations and employee matters professionally and calmly.
- Experience with a Broker Management System; Applied EPIC experience is an asset.
- CAIB, CIP or another industry designation is an asset.

Why Join Brokerunion? This is an opportunity to take the next step in your insurance career while remaining closely connected to the day-to-day brokerage business.

You will work directly with the Director of Operations, have a meaningful impact on the performance and development of an important client-facing team, and continue developing your own leadership skills as Brokerunion grows.

If you are an experienced broker who enjoys helping people improve, driving accountability and building a strong team, we would like to hear from you.

How to Apply

Candidates are strongly encouraged to apply directly to Brokerunion by emailing their résumé to [email protected] .

Please use the following in the subject line:

Team Lead, Account Management Team

Candidates are also encouraged to visit www.brokerunion.ca to learn more about Brokerunion, our team and our organization before applying.

Applications submitted through LinkedIn or other recruitment platforms will also be considered; however, applying directly by email helps ensure your application is received by our recruitment team.

Compensation: $60,000–$75,000 per year, based on experience and qualifications, plus a performance-based bonus tied to established individual and/or team performance objectives.

This posting is for an existing vacancy.

Brokerunion Insurance is an equal opportunity employer committed to an inclusive and accessible workplace. We welcome applications from individuals of diverse backgrounds and experiences. Accommodations are available upon request throughout the recruitment, assessment and selection process in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act (AODA).

Applications are reviewed by our recruitment and management team. Brokerunion does not use artificial intelligence to screen, assess or select applicants for this position.

We thank all applicants for their interest. Only candidates selected for an interview will be contacted.

📌 Account Manager Team Lead (Pickering)
🏢 Brokerunion Insurance
📍 Pickering