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Added 9 mins ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Ensure data consistency and integrity across systems and reporting
Added 9 mins ago
HT
Financial Manager
Husky Technologies
Bolton, ON
- Full-time
Evaluate financial performance of new service products, metrics to drive critical business behavior as well as structures, systems and processes that lead to ease of analysis and reporting
Added 24 mins ago
SG
Gestionnaire principal du développement des affaires / Senior Business Development Manager
Surgmed Group
Montreal, QC
- Full-time
Surgmed Group of Companies is a growing medical device manufacturing and distribution company with operations in Canada and internationally. We are looking for an experienced Senior…
Added 54 mins ago
BC
Surgical Clinical Reviewer
Brant Community Healthcare System
Brantford, ON
- Full-time
Reporting to the Clinical Manager, Operating Room, PACU and Day Surgery, the Surgical Clinical Reviewer’s (SCR) primary responsibility is to collect and submit reliable data to the American…
Added 54 mins ago
BC
Infection Control Professional (ICP)
Brant Community Healthcare System
Brantford, ON
- Full-time
Reporting to the Reporting to the Manager of Infection Prevention and Control, the Infection Control Professional (ICP) will act as support with the ongoing implementation, development and…
Added 1 hour ago
SB
Open for Account Executives
Sterling Brokers
Canada
- Full-time
Proficiency in utilizing Excel for data analysis and reporting.
Added 1 hour ago
SM
RQ11723 – Solutions Designer – CRM – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
…experience in designing, developing, configuring, supporting, and maintaining Salesforce solutions. The ideal candidate will have expertise in Salesforce Experience Cloud, Salesforce…
Added 1 hour ago
SM
RQ11723 – Solutions Designer – CRM – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
…experience in designing, developing, configuring, supporting, and maintaining Salesforce solutions. The ideal candidate will have expertise in Salesforce Experience Cloud, Salesforce…
Added 2 hours ago
CI
Preventive Medicine (Public Health Services)
Calian in Space & Technology
Kingston, ON
- Full-time
Communicable disease investigation and reporting;
Added 4 hours ago
HW
Financial Controller
H.C. Winter Search
Brampton, ON
- Full-time
Reporting to the Director of Finance & Strategy, you will work closely with the Billing & Revenue Operations Manager and other teams to strengthen financial processes, support our US…
Added 4 hours ago
P
Recruteur(e)
PepsiCo
Levis, QC · Montreal, QC · Laval, QC · Saint-Laurent, Quebec
- Full-time
Reporting to the Frontline Recruitment Manager, this role provides full-cycle recruitment support for frontline hiring, with a primary focus on recruiting for Supply Chain roles in Quebec…
Added 5 hours ago
HT
Financial Manager
Husky Technologies
Bolton, ON
- Full-time
Evaluate financial performance of new service products, metrics to drive critical business behavior as well as structures, systems and processes that lead to ease of analysis and reporting
Added 5 hours ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Ensure data consistency and integrity across systems and reporting
Added 6 hours ago
AR
Community Business Manager
Atria Retirement Canada
Nanaimo, BC
- $49,000 to $56,350 USD / year
- Full-time
Ability to perform or learn budget analysis and variance reporting.
Added 7 hours ago
CO
Application & Integration Technical Analyst
City of Saint John
Saint John, NB
- Full-time
Under the direction of the designated IT Manager, the Application and Integration Technical Analyst is a technical lead responsible for system architecture, data strategy, and integration…
Added 7 hours ago
CO
IS Business Analyst
City of Vernon, BC
BC · British Columbia, Canada
- Full-time
Reporting to the Manager, Enterprise Digital Transformation, this position supports the City's digital transformation efforts through the analysis, design, implementation, and continuous…
Added 8 hours ago
SS
Customer Success Manager
Sodales Solutions
Toronto, ON
- Full-time
The Customer Success Manager plays a critical role in driving customer retention, satisfaction, and growth by leveraging data, insights, and cross-functional collaboration. This position is…
Added 8 hours ago
KD
Gestionnaire, Omnimarketing - McCafé | Associate Manager, Omni Marketing - McCafé
Keurig Dr Pepper
Montreal, QC
- Full-time
Added 8 hours ago
Team Leader, Aftermarket
Velan Inc.
Montreal, QC
Coordinate with the service manager to ensure fast and accurate resolution of service tickets.
Added 10 hours ago
CO
Business Advisor
City of Saint John
Saint John, NB
- Full-time
Working across the organization, the Advisor uses customer feedback, service request data, operational trends and frontline insights to identify opportunities to improve how residents…
Added 10 hours ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 10 hours ago
BG
Production Scheduler/Coordinator
BV GLAZING
Concord, ON
- $55,000 to $65,000 CAD / year
- Full-time
BVGlazing Systems is seeking a Production Scheduler / Coordinator to support the planning and coordination of manufacturing operations in a fast-paced window, glass, and railing production…
Added 10 hours ago
TL
Parts Manager
Transx Ltd
Calgary, AB
- Full-time
The Parts Manager is responsible to plan and coordinate movements (purchasing – holding – releasing) of parts with the shops. Reporting to the Rolling Assets & Repair Director, the Parts…
Added 10 hours ago
LH
Financial Analyst
Lifemark Health Group
Toronto, ON
- $75,000 to $85,000 CAD / year
- Temporary
Reporting to the Senior Manager, Finance, the Financial Analyst, FP&A will assist in performing analyses to generate relevant and actionable insights supported by data, focused on…
Added 11 hours ago
R|
Clinical Research Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Under the supervision of the Study Principal Investigator and following established governmental guidelines and regulations, the Clinical Trial Project Manager is responsible for the…

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.

Apply About employer

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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