Broker, Professional Services

1 week ago

Toronto, Ontario, Canada Purves Redmond Limited Full time $80,000 - $120,000 per year

The Broker position in the Professional Services Unit plays a key role in supporting the delivery of tailored insurance solutions for regulated professionals and organizations with complex liability exposures. Working closely with Client Executives and service teams, the Broker is responsible for day-to-day policy servicing, market submissions, coverage analysis and renewal execution.

Key Accountabilities

  • Coordinate and manage end-to-end renewal process for a portfolio of professional services clients, including preparing marketing submissions, gathering underwriting information, and analyzing terms
  • Draft coverage comparisons, proposals and binders for Client Executives to present to clients, ensuring clarity, accuracy and alignment with client objectives
  • Liaise with insurer partners to negotiate competitive coverage terms, endorsements and pricing that address clients' specific needs
  • Maintain up-to-date knowledge of insurance markets, products and underwriting appetite across professional liability and management liability lines
  • Support new business efforts by preparing quotations, assisting with submissions, and contributing to the development of customized insurance programs
  • Provide responsive, solution-oriented service to clients and internal stakeholders, ensuring timeline handling of endorsements, certificates, invoicing and policy issuance
  • Track and maintain accurate documentation, client correspondence, and records in accordance with internal compliance and professional standards
  • Collaborate with Client Executives and the Claims Team to ensure seamless, high-quality service delivery across the client lifecycle
  • Participate in insurer meetings and clients calls as needed to provide technical expertise or context

Experience Requirements

  • Minimum 4 years of experience in commercial brokering or underwriting, ideally with exposure to professional and management liability lines
  • RIBO license required, CIP or CAIB designation an asset
  • Strong technical understanding of E&O, D&O, Cyber, and EPL insurance products
  • Excellent communication and negotiation skills, both written and verbal
  • High level of accuracy, organizational ability and time management
  • Strong client service orientation
  • Familiarity with brokerage systems and tools (e.g., Applied EPIC)
  • Committed to continuous learning and staying informed of emerging industry trends

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