IT OperationsIT Project Management, Enterprise Applications
About the job
Requirements
At least 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.
Understanding of how insurance systems connect, including a broker management system, company portals, document management, and automation platforms.
Experience managing IT vendors, projects, and support functions.
Familiarity with carrier and company relations, broker code management, and portal administration.
Ability to manage competing priorities across multiple locations and entities.
Responsibilities
Own and administer Applied EPIC, including 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 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, including SAB reforms and coverage requirement changes.
Complete CGI compliance reporting, both semi-annual and annual, and manage brokerage and location additions and 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.
Desired Qualifications
A RIBO licence is an asset.
Experience with Pathway, BlueButler, Quandri, or CGI compliance is a definite plus.
About Morison Insurance
Morison Insurance is a family-owned and operated independent brokerage with over 100 team members across six Southern Ontario locations. With over 30 years of growth built on personal relationships and genuine expertise, we’re proud to be one of the region’s most trusted names in insurance.
We’re guided by five core values — Go Beyond, Evolve, Own It, Our Promise, and Unified — and we live them every day in how we serve our clients and support our team.
About the Role
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.
What You’ll Do
Insurance Systems Management
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
IT Leadership & Digital Transformation
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
Operational & Insurance Industry Compliance
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
E&O, Bond & Cyber Insurance
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
Reporting
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
Brokerage Acquisitions
Support operational due diligence and system integration for brokerage acquisitions
Coordinate onboarding of acquired brokerages into Morison’s platforms, workflows, and carrier relationships
What You Bring
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
RIBO licence is an asset; experience with Pathway, BlueButler, Quandri, or CGI compliance is a definite plus
What We Offer
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
If this sounds like the right fit, we’d love to hear from you. Please submit your resume.
We thank all applicants for their interest. Only those selected for an interview will be contacted.
Morison Insurance is an equal opportunity employer. Disability-related accommodations are available throughout our recruitment process. Please contact us at [email protected] or inform your interviewer at any stage.