Publié il y a 20 mois
CMB - GP -EIC
@ CMB Insurance Brokers
Grande Prairie, Alberta
En bref
CMB Insurance Brokers is hiring a full-time Commercial Insurance Broker for its Entrepreneur Insurance Centre to grow, renew and service small business accounts. The role combines sales growth and cross-selling with renewal management, client service and team support in a professional office.
Responsabilités :
- Grow a book of small business accounts through Entrepreneur Insurance Centre
- Manage renewal system tasks, pre-renewals and annual coverage reviews
- Respond to client inquiries and collect premiums and deposits
- Supervise, check and train Customer Service Representatives
- Report potential lost accounts, errors and omissions and bad debts to the Service Supervisor
Résumé des exigences :
- Experience in insurance brokerage or commercial insurance sales
- Strong client service and organizational skills
- Proficiency in Broker Management System and Microsoft Office
- Ability to build underwriter relationships
- Attention to detail and accuracy
Outils et compétences
Source et dates
Type de source non vérifié · humi
- Date publiée par l’employeur
- 2025-03-21
- Première détection par notre source
- 2026-10-15
- Mise à jour du dossier source
- 2026-10-15
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Intermédiaire |
| Domaine | Ventes |
| Heures par semaine | 40 (estimé) |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | English |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
CMB Insurance Brokers
Profil d’entreprise sauvegardé
Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.
Buy your insurance with confidence. Plan, prepare and protect what matters most.
Description complète de l’entreprise
CMB Insurance Brokers provides customized insurance solutions for Alberta businesses, specializing in the transportation, energy, construction, and manufacturing sectors. Since 1986, we’ve helped businesses reduce risk, control insurance costs, and minimize disruptions through proactive service and tailored insurance programs. CMB is a privately owned Canadian company with independent local ownership and leadership focused on client needs. Headquartered in Edmonton, we serve over 4,000 clients, manage more than $10 billion in client assets, and employ over 170 professionals across 11 locations in Canada. Our team is recognized for industry expertise, responsive service, and innovative insurance solutions.
- Abonnés LinkedIn
- 2 801
- Personnes associées sur LinkedIn
- 83
- Bureaux déclarés
- #201, 1430 - 91 Street, Edmonton, Alberta T6X 1M5, CA
- Autres noms enregistrés
- CMB Insurance Brokers
- Spécialités
- Transportation
- OiI & Gas
- Construction & Manufacturing
- and VIP Home & Auto
- Le profil indique une agence de recrutement
- Non
CMB Insurance Brokers provides customized insurance solutions for Alberta businesses, specializing in the transportation, energy, construction, and manufacturing sectors. Since 1986, we’ve helped businesses reduce risk, control insurance costs, and minimize disruptions through proactive service and tailored insurance programs. CMB is a privately owned Canadian company with independent local ownership and leadership…
| Champ | Valeur |
|---|---|
| Secteur | Insurance |
| Taille | 51-200 employees |
| Siège social | Edmonton, Alberta |
| Type d’organisation | Privately Held |
| Fondée en | 1986 |
| Spécialités | TransportationOiI & GasConstruction & Manufacturingand VIP Home & Auto |
| Offres sur Jobsy | 36 |
| Voir la page |
As a Commercial Insurance Broker, under the direction of the Service Supervisor, you will help plan, lead and guide the growth, renewal and servicing of accounts to contribute to the continued growth and operation of the brokerage. Your role will be to drive sales in the department and perform the necessary service to support retention and maintain CMB service standards.
• Grow a Book of Business specific to Entrepreneur Insurance Centre (EIC) – small business accounts
• Cross-sell or up-sell other products and services the brokerage offers to new and existing clients;
• Submit performance logs as per required by management; implement corrective action as needed
• Adhere to and meet/exceed performance metrics identified by the brokerage.
Renewal System
• Maintain a positive and proactive working relationship with key stakeholders in the renewal system, and manage the renewal process to assist in meeting reporting requirements
• Follow all CMB procedures, forms, checklists, and workbooks as outline in the CMB Renewal System
• Pre-Renewal activities, Customer Updates, Marketing and Renewal presentations must be completed on time as per company policy
• Coverage review checklists must be performed on an annual basis as per the CMB Renewal System
• Build marketing relationships with CMB designated underwriters, maintain a positive and proactive relationship with underwriting, always putting the client’s needs first.
Client Service
• Be familiar with and follow company policies and procedures as established (Employee Handbook, Renewal Procedure, Claims Procedures, Collections and AR Procedures, etc.)
• Respond to and address all client inquiries and requests in a timely manner
• Collection of deposit premiums, premiums, and finance deposits and contracts on behalf of the brokerage
• Collection of all underwriting requests from customers
• Constantly obtain and share underwriting information required
• Maintain, update, and organize all data - electronic & paper filing systems utilized by the department/organization
• Provide clear instructions to CSR (Client Service Representative) and Processing team for all transactions
• Request cancellation on all overdue/unpaid accounts;
• Focus on client service including timely response to telephone, email, and fax/written enquiries by creating expectations and timelines for work completion with a proactive service approach.
Team Support
• Report any problems on potential lost accounts before occurrence to the Service Supervisor
• Take all steps to avoid Errors & Omissions, and report any potential E&O to the Service Supervisor
• Escalate concerns/ issues to Service Supervisor; keep Service Supervisor abreast of department activities
• Report all potential bad debts immediately to the Service Supervisor
• Supervise and check the processing of the Customer Service Representatives to ensure accuracy
• Mentor and provide training assistance to department Customer Service Representative in consultation with Service Supervisor
• Attend and participate in Team meetings, general staff meetings and company functions
Office Support
• Abide by and adhere to the policies and procedures as outlined in the CMB Policies & Procedures Manual.
• Utilize the Broker Management System, Microsoft Office Suite, APF Finance and ISNet World programs
• Other related duties as assigned
This job operates in a professional office environment. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
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