Commercial Sales Team Lead

**Commercial Sales Team Lead**:
hybrid
38 East Main Street, Welland, Ontario, Canada, L3B 3W3
full-time. June 12, 2025

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.

**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 Relationsh