About Morison Insurance Morison Insurance is a family-owned and operated independent brokerage with over 100 team members across six Southern Ontario locations. With over 30 years of growth built on personal relationships and genuine expertise, we're proud to be one of the region's most trusted names in insurance. We're guided by five core values — Go Beyond, Evolve, Own It, Our Promise, and Unified — and we live them every day in how we serve our clients and support our team.

This is a newly created, cross-functional leadership role for someone who thrives at the intersection of insurance operations and technology. As our Insurance Operations & IT Manager, you'll be responsible for the systems, processes, and compliance infrastructure that keep our brokerage running — across Morison Insurance and group of companies. You'll be the go-to person when our insurance systems need to talk to each other, when a carrier relationship needs attention, when a regulatory change needs to be operationalized, or when a technology decision needs someone who understands what it means for the business.

Insurance Systems Management

Own and administer Applied EPIC as our core broker management system — configuration, workflows, user access, data integrity, and reporting Manage Pathway for document management and ensure its integration with EPIC is accurate and efficient Oversee staff access and data flow across insurance company portals; manage broker codes and carrier connectivity including CSIO download standards Manage day-to-day relationships with BlueButler and Quandri

• IT Leadership &

• Digital Transformation Lead Morison's IT department Drive digital transformation initiatives and oversee major IT projects including upgrades,



migrations, and new platform implementations manage vendor relationships with Applied, BlueButler, Pathway, Quandri, and others Operational &

• Insurance Industry Compliance Monitor regulatory and industry changes and translate them into operational action (e.g., manage brokerage and location additions/removals Maintain internal policies and procedures in line with current insurance regulatory standards E&O;, Bond &

• Cyber Insurance Manage E&O;, fidelity bond, and cyber liability policies for Morison Insurance and Aurora Underwriting Solutions Coordinate renewals, mid-term changes, and claims activity; ensure accuracy and follow-through on corrections Brokerage Acquisitions Support operational due diligence and system integration for brokerage acquisitions 5+ years of experience in insurance brokerage operations, IT management, or a combined role ~ Hands‐on knowledge of Applied EPIC — including workflows, reporting, policy processing, and system administration ~ A solid understanding of how insurance systems connect — BMS (EPIC), company portals, document management, and automation platforms — and what happens when they don't ~ Experience managing IT vendors, projects, and support functions ~ Familiarity with carrier/company relations, broker code management, and portal administration ~ Strong organizational skills and the ability to manage competing priorities across multiple locations and entities ~ RIBO licence is an asset

• Competitive salary commensurate with experience Comprehensive group perks — health, dental, and vision Generous vacation and paid personal days Early Friday close on long weekends, May through October Employee Assistance Program (EAP)

📌 Insurance Operations & IT Manager (Canada)
🏢 Morison Insurance Brokers
📍 Canada