Advocis Broker Services (ABS) is a boutique insurance brokerage serving financial advisors, planners, and financial services organizations across Canada. Our core business is errors and omissions (E&O;) insurance, alongside professional liability and commercial insurance solutions that protect individual advisors and their businesses. ABS is seeking a licensed Commercial Insurance Broker to generate and win new business.

You will find and develop prospective clients, understand their risks, recommend suitable insurance solutions, and bring opportunities through to placement. You will also work with colleagues to identify ways ABS can better serve and grow its relationships with existing clients. You will own your prospecting activity, pipeline, and recent business results while remaining involved in submissions, insurer discussions, placements, and the transition to ongoing client service.

Build a pipeline of prospective financial advisors, advisory firms, distribution networks, and other organizations whose risks align with ABS's offerings. Generate opportunities through direct outreach, referrals, industry relationships, events, and follow-up with prospective clients. Meet with prospects to understand their activities, business structure, insurance requirements, and risk exposures.

Recommend suitable coverage and explain material terms, limits, exclusions, and differences between options. Maintain accurate records of sales activity, pipeline stages, expected revenue, and next steps. Develop suitable opportunities for higher coverage limits and additional products, including corporate E&O;, cyber and privacy, directors and officers,



and other relevant commercial insurance.

Coordinate quotations, binding, policy documentation, certificates, and endorsements as needed to move new business forward accurately and on time. Help resolve coverage or claims questions involving clients you have developed, working with the appropriate ABS colleagues and insurer partners. Keep current on insurer appetite, coverage developments, and regulatory requirements relevant to the role.

Provide licensed brokerage support for existing clients during colleagues’ absences or periods of high demand, while maintaining your primary focus on new business development. Commercial insurance brokerage experience with a demonstrated ability to generate and close new business. Working knowledge of professional liability and E&O; insurance, with the ability to learn the particular risks faced by financial advisors and their businesses.

Experience developing referral relationships and managing a pipeline from first contact through placement.

Experience with financial advisor E&O;, corporate E&O;, cyber, directors and officers, or other commercial coverages is an asset. CAIB, CIP, CRM, or a comparable designation and French-language skills are also assets. Your primary measures of success will be new clients, new business revenue, pipeline development, and conversion of suitable opportunities.

Success also includes appropriate growth within ABS's existing client base, quality of placements and documentation, client experience, and effective collaboration with the brokerage team. Accommodations are available throughout the recruitment process upon request. #

📌 Commercial Insurance Broker (Producer) (Toronto)
🏢 Advocis Broker Services
📍 Toronto