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Added 8 mins ago
AU
Technician Trainee, Distribution Operations - Bonnyville
Apex Utilities Inc.
Bonnyville, AB
- Full-time
…reliable natural gas service to over 85,000 residential, rural, commercial, and industrial customers in more than 90 communities across Alberta. Supporting Albertans since 1954, Apex…
Added 8 mins ago
AC
Manager, Project Development - Mining and Metals Saskatoon
Allnorth Consultants Limited
Saskatoon, SK
- Full-time
Support project teams in delivering high-quality work that meets client expectations while protecting Allnorth’s commercial and contractual interests.
Added 8 mins ago
DL
Class 1 Driver
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- Full-time
Minimum 2 years of commercial driving experience.
Added 8 mins ago
DL
Class 5 Driver
Dick's Lumber & Building Supplies
Crossfield, AB
- Full-time
Minimum 2 years of commercial driving experience.
Added 8 mins ago
T&
Director, Risk Management - Nuclear Projects
Turner & Townsend
Toronto, ON
- Full-time
Our capabilities include programme, project, cost, asset and commercial management, controls and performance, procurement and supply chain, net zero and digital solutions.
Added 8 mins ago
TT
HVAC Services Account Manager
trane technologies
Winnipeg, MB
- Full-time
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Added 22 mins ago
TT
Commercial Finance Business Partner
Tundra Technical Solutions
Toronto, ON
- $100,000 to $150,000 CAD / year
- Full-time
Reporting to the Chief Financial Officer, the Commercial Finance Business Partner will establish and lead a centralized Pricing Desk within Finance to improve pricing consistency, manage…
Added 22 mins ago
AU
Technician Trainee, Distribution Operations
Apex Utilities Inc.
Bonnyville, AB
- Full-time
…reliable natural gas service to over 85,000 residential, rural, commercial, and industrial customers in more than 90 communities across Alberta. Supporting Albertans since 1954, Apex…
Added 22 mins ago
J
Pipefitter Journeyperson - Suncor Fort Hills - Maintenance
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Fort McMurray, AB
- Full-time
…If you’re a tradesperson working in Canada, our reach across commercial, infrastructure, and industrial construction - as well as maintenance and turnaround projects - means we offer more…
Added 22 mins ago
T
Personal Banking Associate (Full time)- Val Bélair, Quebec city
TD
Quebec, QC · Val-Bélair, QC
- Full-time
Added 22 mins ago
SI
Senior Real Estate Law Clerk
Synectics Inc.
Toronto, ON
- Full-time
Manage residential and commercial real estate files from opening to closing.
Added 22 mins ago
D
Wire Transfer Specialist
Dexian
Mississauga, ON
- $24 to $25 CAD / hour
- Contract
…movement operations while delivering service to Corporate, Commercial, and Small Business Banking in a fast-paced…
Added 22 mins ago
AC
Assistant Sales Operations Manager
Amphenol Communications Solutions
Markham, ON
- Full-time
…interconnect solutions for Communications, Mobile, RF, Optics, and Commercial electronics markets. Amphenol Corporation is one of the world’s largest designers and manufacturers of…
Added 22 mins ago
PA
Supervisor, Ramp - Toronto (YTZ)
Porter Airlines Inc.
Toronto, ON
- Full-time
The Supervisor is accountable for the station’s consistent execution to defined safety, commercial, operational, passenger service and employment standards. Identifies and eliminates…
Added 22 mins ago
EF
Business Development Manager
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Toronto, ON · Greater Toronto Area, Canada
- $85,000 to $100,000 CAD / year
- Full-time
You will identify, pursue, and close new commercial opportunities aligned with Everclean's growth goals.
Added 22 mins ago
IG
Law Clerk
Insight Global
Toronto, ON
- $30 to $35 CAD / hour
- Contract
Residential and/or commercial real estate experience
Added 22 mins ago
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Senior Manager, Product Commercialization
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- Full-time
…building a marketing function that sits at the centre of our commercial strategy. As we scale, we're investing in the people, processes, and tools…
Added 22 mins ago
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Partenaire marketing B2B - B2B Marketing Partner
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…connaître la valeur de nos solutions et à développer leur potentiel commercial? On devrait se…
Added 22 mins ago
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Senior Purchasing Specialist, Pacific Link (Contract)
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…supplier performance, stakeholder collaboration, and managing commercial risks related to market conditions and regulatory requirements. This position offers the opportunity to help…
Added 22 mins ago
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Added 22 mins ago
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Manager, Sales Tools & Technology
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…evolution of the technology ecosystem that enables our global Commercial teams to deliver exceptional experiences for our partners and guests. You will own the strategy, roadmap, and…
Added 22 mins ago
TS
Project Director
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Commercial, Office, Industrial, Multi-family, Mixed-use, Affordable Housing and other projects
Added 22 mins ago
LL
Corporate Legal Administrative Assistant
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Calgary, AB
- Full-time
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Added 22 mins ago
TS
Director, Commercial Property Management
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Calgary, AB
- Full-time
Our client, an established real estate organization is seeking a Director, Commercial Property Management to provide strategic leadership and operational oversight across a substantial…
Added 22 mins ago
NI
Technical Business Development Manager
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With growing traction across oil & gas, marine, commercial buildings, and industrial infrastructure, we are expanding our business development team to accelerate commercial adoption of our…

Lockton

Manager, Digital Transformation

Toronto, ON, Canada
Greater Toronto Area, Canada, Canada

$100,000 to $160,000 CAD / year · Full-time

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Job details

Pay: $100,000 to $160,000 CAD / year
Job type: Full-time
Apply by: Nov 7, 2026
Posting language: English
Posted: Oct 8, 2026

Original job description

This role can be based in Toronto or Montreal.

About the role

Some of the best ideas in a brokerage come from the people doing the work: a smarter template, a tracker the whole team ends up using, or a workflow that saves hours every week. If you've built tools like these and wondered how they might work across a whole organization, you may find this role a natural next step.

Lockton Canada is building its operating foundation, which means there is meaningful work to shape. You'll help design how our client service and broking teams work as we grow, with Applied Epic as our core platform and a commitment to capturing information once and using it well.

Working within the Office of the COO, you'll partner with experienced colleagues to build practical, consistent ways of working, including clear standard operating procedures, streamlined steps and thoughtful use of automation, all in service of excellent client outcomes.

The question that guides this role: How do we keep client service at the highest standard while making our colleagues' work as effective and efficient as possible?

What you'll do

Build SOPs and workflows with the team

Work side by side with experienced colleagues to document SOPs, building on their expertise to create streamlined, repeatable workflows.
Map key processes such as client setup, marketing and placement, renewals, endorsements and billing handoffs, and identify opportunities to simplify steps and reduce re-entry.
Turn tasks that depend on one person into clear, documented workflows that anyone can follow.

Streamline the broking workflow

Partner with brokers and placement teams to streamline marketing and placement.
Reduce duplicate applications and supplementals by building master data collection that captures client information once and reuses it across insurers and renewals.
Standardize submission packages, market summaries, quote comparisons and binding requests so they are faster to produce and consistent across teams.
Make it easier for clients by drawing on information we already hold.
Learn what the broking team needs most, such as templates, trackers, market activity reporting and renewal timelines, and build practical solutions with them.

Get the data right from the start

Help set standards so client, policy, exposure and premium information is entered correctly, completely and only once.
Identify where information is re-entered across systems or documents and recommend improvements through process changes, automation or integration.
Show colleagues how clean data at intake leads to reliable reporting and better client conversations.

Automate and simplify

Build practical automations and tools using Microsoft 365 (Power Automate, Power Apps, SharePoint, Teams, Copilot) and Applied Epic, so colleagues spend less time on manual tasks.
Build straightforward dashboards and reports in Power BI or Excel that track service levels, renewal and marketing timelines, workload and process performance.

Recommend tools

Keep up with automation and workflow tools on the market, including insurance-specific solutions for submissions, applications and placement.
Assess tools against business needs, build the business case and support pilots, with final recommendations going to leadership, IT and Finance.

Drive adoption

Train and coach colleagues on new workflows and tools.
Gather feedback, track adoption and keep improving.
Be a trusted, approachable partner who helps colleagues spend more time on the work that matters most.

What you bring

Required

5+ years in a commercial insurance brokerage in account management, client service, broking or placement support.
A solid understanding of marketing and placement, including applications, submissions, insurer quotes and binding.
A track record of building workflows, templates, trackers or automations that improved accuracy, speed or client experience, and that colleagues adopted.
First-hand understanding of how capturing data once, and capturing it well, improves accuracy, efficiency and the client experience.
Strong Excel skills and comfort with data: you understand how data is structured and how to turn it into useful reporting.
Curiosity about automation tools and a habit of learning new ones on your own.
The credibility and collaborative style to partner with experienced colleagues through change.
Clear communication skills and the ability to explain new ways of working in plain language.

Nice to have

Experience with Applied Epic, especially activities, workflows and reporting.
Hands-on experience with Power Automate, Power Apps or Power BI.
Familiarity with submission, application or placement platforms used in the Canadian market.
Process mapping or process improvement experience or training (e.g., Lean, business analysis).
Exposure to both commercial P&C and employee benefits.
Experience supporting a system implementation, migration or new tool rollout.

Who you are

A builder. When you see a repetitive task, you think about how to simplify it.
Client-first. Efficiency always goes hand in hand with service quality.
Curious. You like understanding why things work the way they do, and you learn new tools on your own.
Collaborative. You'd rather co-create a process than hand one down.
Practical. You favour solutions that are practical and widely adopted.

Why join us

You'll help shape how a growing brokerage operates, with direct visibility to senior leadership. Your work will influence how our client service and broking teams spend their time and how our clients experience Lockton.

Artificial Intelligence (AI) tools may be used in the process to screen, assess, or select applicants for a position but all final decisions and determinations are made exclusively by authorized human personnel.

This job posting is an advertisement for an existing vacancy.

Lockton Companies is an equal opportunity employer.

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More about this job

Responsibilities

Develop and improve brokerage workflows, standard operating procedures, data practices, and practical automations in partnership with client service, broking, and placement teams. Evaluate workflow tools, build reports and dashboards, and train colleagues to adopt and continuously improve new processes.

Requirements

Requires at least five years of commercial insurance brokerage experience in account management, client service, broking, or placement support, along with a strong understanding of marketing and placement. Candidates should have a track record of creating adopted workflows or tools, strong Excel and data skills, curiosity about automation, and the communication and collaboration skills to support change.

Skills

Commercial Insurance Brokerage
Marketing And Placement
Process Mapping
Workflow Design
Standard Operating Procedures
Process Improvement
Data Management
Microsoft Excel
Microsoft Power Automate
Microsoft Power Apps
Microsoft Power BI
Microsoft 365
Applied Epic
Automation
Reporting And Dashboards
Change Adoption And Training

Visa sponsorship

Not detected in the job text

Keywords

Commercial Insurance
Insurance Brokerage
Applied Epic
Microsoft 365
Power Automate
Power Apps
SharePoint
Microsoft Teams
Copilot
Power BI
Excel
Standard Operating Procedures
Workflow Design
Process Mapping
Process Improvement
Automation
Data Management
Master Data
Marketing And Placement
Insurance Submissions
Applications
Insurer Quotes
Binding Requests
Renewals
Client Service
Dashboards And Reporting
Lean
Business Analysis
System Implementation
Change Management

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