Insurance Operations & IT Manager

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.

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.

• 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 Blue Butler 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, Blue Butler, 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

• 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
• Famili…