Manager, Digital Transformation

Role overview

Workflows and broking operations

• Document SOPs and map client setup, marketing and placement, renewals, endorsements, and billing handoffs.
• Reduce duplicate applications and supplementals through reusable master data collection.
• Standardize submission packages, market summaries, quote comparisons, and binding requests.
• Build practical templates, trackers, market activity reporting, and renewal timelines with broking teams.

Data, automation, and tools

• Set standards for accurate, complete, one-time entry of client, policy, exposure, and premium information.
• Recommend process changes, automation, or integrations to reduce repeated data entry.
• Build tools with Microsoft 365, including Power Automate, Power Apps, SharePoint, Teams, and Copilot, and with Applied Epic.
• Create dashboards and reports in Power BI or Excel to monitor service levels, timelines, workload, and performance.
• Assess tools, build business cases, support pilots, and make recommendations to leadership, IT, and Finance.

Adoption and improvement

• Train and coach colleagues on workflows and tools; gather feedback, track adoption, and continuously improve.

Required qualifications

• At least 5 years in commercial insurance brokerage account management, client service, broking, or placement support.
• Understanding of marketing and placement, including applications, submissions, insurer quotes, and binding.
• Track record of building adopted workflows, templates, trackers, or automations that improve accuracy, speed, or client experience.
• Strong Excel and data skills, including understanding data structures and producing useful reporting.
• Curiosity about automation tools, collaborative credibility, and clear communication skills.

Additional experience

• Applied Epic experience, especially activities, workflows, and reporting, is an asset.
• Hands-on Power Automate, Power Apps, or Power BI experience and familiarity with Canadian submission, application, or placement platforms are assets.
• Process mapping or improvement experience or training, exposure to commercial P&C and employee benefits, and system implementation or migration experience are assets.

About the opportunity