About Morison InsuranceMorison 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.About the RoleThis 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. This is a role where you'll have genuine ownership and real impact.What You'll DoInsurance Systems ManagementOwn and administer Applied EPIC as our core broker management system — configuration, workflows, user access, data integrity,



and reportingManage Pathway for document management and ensure its integration with EPIC is accurate and efficientOversee staff access and data flow across insurance company portals; manage broker codes andcarrier connectivity including CSIO download standardsManage day-to-day relationships with BlueButler and Quandri; identify and resolve integration gaps across the full platform ecosystemAct as the internal escalation point for cross-system issues and provide leadership with recommendations on systems improvementsIT Leadership & Digital TransformationLead Morison's IT departmentDrive digital transformation initiatives and oversee major IT projects including upgrades, migrations, and new platform implementationsEvaluate new technologies and present recommendations to leadership; manage vendor relationships with Applied, BlueButler, Pathway, Quandri, and othersOperational & Insurance Industry ComplianceMonitor regulatory and industry changes and translate them into operational action (e.G., SAB reforms, coverage requirement changes)Complete CGI compliance reporting (semi-annual and annual); manage brokerage and location additions/removalsMaintain internal policies and procedures in line with current insurance regulatory standardsE&O;, Bond & Cyber InsuranceManage E&O;, fidelity bond, and cyber liability policies for Morison Insurance and Aurora Underwriting SolutionsCoordinate renewals, mid-term changes, and claims activity; maintain accurate coverage recordsReportingProduce and review mid-month and month-end operational books across entities; ensure accuracy and follow-through on correctionsGenerate expiry, client, activity, mailing list, sales,



and cancellation reports; produce ad hoc reports as requestedBrokerage AcquisitionsSupport operational due diligence and system integration for brokerage acquisitionsCoordinate onboarding of acquired brokerages into Morison's platforms, workflows, and carrier relationshipsWhat You Bring5+ years of experience in insurance brokerage operations, IT management, or a combined roleHands‐on knowledge of Applied EPIC — including workflows, reporting, policy processing, and system administrationA solid understanding of how insurance systems connect — BMS (EPIC), company portals, document management, and automation platforms — and what happens when they don'tExperience managing IT vendors, projects, and support functionsFamiliarity with carrier/company relations, broker code management, and portal administrationStrong organizational skills and the ability to manage competing priorities across multiple locations and entitiesClear, confident communicator — equally comfortable with a technology vendor, a carrier rep, or a leadership teamRIBO licence is an asset; experience with Pathway, BlueButler, Quandri, or CGI compliance is a definite plusWhat We OfferCompetitive salary commensurate with experienceComprehensive group perks — health, dental, and visionRRSP matching program - 7.5%Generous vacation and paid personal daysExtra days off at ChristmasEarly Friday close on long weekends, May through OctoberEmployee Assistance Program (EAP)A values-driven, family-oriented culture that invests in its peopleThe opportunity to shape a brand new role and make a meaningful impact across a growing organization

📌 Insurance Operations & It Manager (Hamilton)
🏢 Morison Insurance Brokers
📍 Hamilton