Billyard Insurance Group Job Board
Commercial Sales Team Lead
Description
Billyard Insurance Group (BIG) is a leader in the insurance industry, dedicated to building a culture that reflects our core values. At BIG, we Think BIG by exceeding expectations and creating lasting value for our clients, industry, and communities. We Act with Integrity by upholding honesty, transparency, and respect in everything we do. Our clients are at the center of our decisions as we embrace a Client First, Always mindset. We believe in the power of teamwork to Achieve More Together, combining strengths to deliver meaningful solutions. Finally, we Innovate with Purpose by leading the digital insurance revolution, consistently driving quality, enhancing client service, and empowering brokers.
With over 80 locations across Canada and recognition as one of Canada’s Top Growing Companies, BIG is shaping the future of insurance. Join us as we continue to redefine the industry with innovation, collaboration, and excellence.
The Commercial Sales Team Lead is responsible for driving personal sales performance while providing day-to-day guidance, coaching, and support to a team of Commercial Brokers. This role combines active portfolio management and business development responsibilities with leadership accountability, ensuring both individual and team success. The Team Lead supports brokers in developing their skills, expanding their portfolios, and taking on increasingly complex commercial accounts. While this role does not have hire or fire authority, it does include the ability to assign work, monitor performance, and contribute to formal performance evaluations. A successful candidate will demonstrate strong leadership, mentoring capability, and a client-centric approach.
What does the Commercial Sales Team Lead do?
- Proactively source and develop relationships with prospective clients seeking commercial insurance coverage, ensuring a steady pipeline of new business opportunities.
- Conduct comprehensive assessments of client insurance needs, identifying potential risks and recommending appropriate coverage solutions.
- Research and compare insurance products from various markets to secure optimal coverage aligned with client business requirements.
- Negotiate policy terms, pricing, and conditions with insurance markets to provide clients with competitive and tailored solutions.
- Facilitate the end-to-end sales process, from initial consultation through policy issuance and ongoing servicing.
- Maintain and grow a personal portfolio of commercial clients through exceptional service, proactive communication, and annual policy reviews.
- Act as a trusted advisor to clients, advocating for their needs with insurance markets and assisting with policy modifications as necessary.
- Assign new leads and accounts among the team, balancing opportunity and development needs.
- Provide ongoing one-on-one coaching and mentorship to brokers, supporting their development and technical proficiency.
- Support team members in managing complex accounts or challenging client issues, stepping in as needed.
- Monitor team performance, provide input into formal performance reviews, and support goal setting for individual team members.
- Collaborate with the Learning & Development team to support training initiatives and provide insight into team learning needs.
- Promote a team culture focused on commercial sales growth, client satisfaction, and continuous professional development.
- Ensure accurate documentation of client interactions, coverage details, and policy transactions within CRM and internal systems.
- Collaborate with leadership and underwriting teams to develop strategies that drive business growth and client retention.
- Educate clients on policy terms, coverage limits, exclusions, and risk management strategies to support informed decision-making.
- Monitor market trends, regulatory changes, and emerging risks to provide clients with timely and relevant insurance guidance.
- Participate in industry networking events, professional development opportunities, and training sessions to enhance knowledge and client service capabilities.
- Share industry insights and best practices with the team to foster continuous improvement and adaptability.
Does this sound like you?
- Commercial Insurance Expertise (Proficient): Strong understanding of commercial insurance products and coverage options across various industries.
- Sales & Business Development (Proficient): Ability to identify opportunities, generate leads, and convert prospects into long-term clients.
- Leadership & Coaching (Proficient): Ability to guide, mentor, and support team members in developing skills and meeting performance goals.
- Negotiation Skills (Proficient): Effective in securing favorable terms for clients while balancing insurer requirements.
- Risk Assessment (Competent): Ability to analyze business risks and recommend appropriate coverage solutions.
- Policy & Regulatory Compliance (Competent): Understanding of industry regulations and adherence to compliance standards.
- CRM & Insurance Technology (Competent): Ability to use CRM systems, insurance portals, and digital tools to manage client relationships and policy transactions.
- Financial Acumen (Competent): Understanding of premium structures, claims impact, and business financials related to insurance.
- Problem-Solving (Proficient): Ability to assess challenges and develop effective solutions to support clients and team members.
- Market & Industry Knowledge (Proficient): Awareness of market trends, insurer appetite, and emerging risks affecting commercial clients.
- Client Relationship Management (Expert): Exceptional ability to build, nurture, and maintain client relationships for long-term retention.
- Communication Skills (Proficient): Clear, professional verbal and written communication with clients, insurers, and internal teams.
- Integrity & Ethical Conduct (Expert): Commitment to transparency, honesty, and upholding ethical business practices.
- Team Leadership (Proficient): Strong ability to motivate, guide, and support a team to achieve shared goals.
- Adaptability & Resilience (Proficient): Ability to adjust to changing market conditions, client needs, and evolving industry requirements.
- Time Management & Organization (Proficient): Strong ability to prioritize tasks, manage multiple responsibilities, and meet deadlines.
- Active Listening (Proficient): Strong ability to understand client and team concerns, assess needs, and tailor solutions accordingly.
- Professionalism & Client-Centric Approach (Expert): Consistently demonstrates a high level of service excellence and dedication to client and team success.
Qualifications:
- An active and current RIBO License
- A high school diploma or equivalent
- A minimum of two (2) years of experience in a sales-focused insurance brokerage role, preferably in Commercial Lines.
- Demonstrated experience in business development and account management within the insurance industry.
- Proven ability to support, mentor, and influence peers or junior team members.
- Proficiency in using policy management and CRM systems to manage client interactions and track business development efforts.
- A university degree in a related field, or a college diploma in Insurance from a Canadian post-secondary institution, or equivalent an asset.
What We Offer:
- People-focused company culture
- Comprehensive benefits including medical, vision, dental, and Employee Assistance Program (EAP)
- 3 weeks’ of paid vacation in the first year of employment; 4 weeks’ in year 2
- Birthday day off
- Hybrid work from home / in-office environment
- Retirement savings programs, with company-matched RRSP contributions
Our Commitment to Diversity, Inclusion and Belonging:
Billyard Insurance Group is committed to building a transparent environment where everyone feels heard, welcomed, and included. We believe Diversity, Inclusion, and Belonging are fundamental in our vision to be the leading insurance platform in Canada. BIG is a proud, equal-opportunity workplace that is committed to equal employment opportunity regardless of race, colour, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, or gender identity.
Our Commitment to Accessibility:
Billyard Insurance Group is committed to developing an inclusive, barrier-free recruitment process and work environment. Should you require any accommodation, please inform us, and we will work with you to meet your accessibility needs. For any accessibility-related assistance, requests for information in accessible alternative formats, or to report any accessibility problems, please contact us at recruitment@thebig.ca or 905.346.2190 ext. 10211.