Insurance Operations & IT Manager

Morison Insurance Brokers Inc. • Hamilton, ON

3d • CA$80,000 - CA$100,000 • Onsite

About The Position

This 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.

Requirements

• 5+ years of experience in insurance brokerage operations, IT management, or a combined role
• Hands-on knowledge of Applied EPIC — including workflows, reporting, policy processing, and system administration
• A solid understanding of how insurance systems connect — BMS (EPIC), company portals, document management, and automation platforms — and what happens when they don’t
• Experience managing IT vendors, projects, and support functions
• Familiarity with carrier/company relations, broker code management, and portal administration
• Strong organizational skills and the ability to manage competing priorities across multiple locations and entities
• Clear, confident communicator — equally comfortable with a technology vendor, a carrier rep, or a leadership team

Nice To Haves

• RIBO licence is an asset
• experience with Pathway, BlueButler, Quandri, or CGI compliance is a definite plus

Responsibilities

• Own and administer Applied EPIC as our core broker management system — configuration, workflows, user access, data integrity, and reporting
• Manage Pathway for document management and ensure its integration with EPIC is accurate and efficient
• Oversee staff access and data flow across insurance company portals; manage broker codes and carrier connectivity including CSIO download standards
• Manage day-to-day relationships with BlueButler and Quandri; identify and resolve integration gaps across the full platform ecosystem
• Act as the internal escalation point for cross-system issues and provide leadership with recommendations on systems improvements
• Lead Morison’s IT department
• Drive digital transformation initiatives and oversee major IT projects including upgrades, migrations, and new platform implementations
• Evaluate new technologies and present recommendations to leadership; manage vendor relationships with Applied, BlueButler, Pathway, Quandri, and others
• Monitor 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/removals
• Maintain internal policies and procedures in line with current insurance regulatory standards
• Manage E&O, fidelity bond, and cyber liability policies for Morison Insurance and Aurora Underwriting Solutions
• Coordinate renewals, mid-term changes, and claims activity; maintain accurate coverage records
• Produce and review mid-month and month-end operational books across entities; ensure accuracy and follow through on corrections
• Generate expiry, client, activity, mailing list, sales, and cancellation reports; produce ad hoc reports as requested
• Support operational due diligence and system integration for brokerage acquisitions
• Coordinate onboarding of acquired brokerages into Morison’s platforms, workflows, and carrier relationships

Benefits

• Competitive salary commensurate with experience
• Comprehensive group benefits — health, dental, and vision
• RRSP matching program - 7.5%
• Generous vacation and paid personal days
• Extra days off at Christmas
• Early Friday close on long weekends, May through October
• Employee Assistance Program (EAP)
• A values-driven, family-oriented culture that invests in its people
• The opportunity to shape a brand new role and make a meaningful impact across a growing organization

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed