Publié il y a 17 mois
CMB- GP - PL AM
@ CMB Insurance Brokers
Grande Prairie, Alberta
En bref
CMB Insurance Brokers is hiring a full-time Personal Lines Manager to plan, lead and grow renewals and servicing for its book of business. The role acts as the main contact for customer insurance needs, handles renewals and cross-selling, and mentors the customer service team.
Responsabilités :
- Manage renewals, pre-renewal activities and annual coverage reviews
- Serve as main contact for customer insurance needs
- Cross-sell and up-sell brokerage products
- Supervise and train Customer Service Representatives
- Manage collections, overdue accounts and data reconciliations
Résumé des exigences :
- Experience in personal lines insurance and account renewals
- Strong customer service and communication skills
- Proficiency with Agency Manager, All Insurance Portal and Microsoft Office
- Ability to mentor and supervise a team
- Ability to follow company procedures and prevent errors
Outils et compétences
Source et dates
Type de source non vérifié · humi
- Date publiée par l’employeur
- 2025-06-20
- 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 | Service à la clientèle |
| Gestion d’équipe | Oui |
| 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 Personal Lines Manger, working with the Sales Executives and under the direction of the Service Supervisor, you will help plan, lead and guide the growth, renewal and servicing of accounts to contribute to continued growth and operation of the brokerage. Your primary role will be to act as the go-to contact for all customer insurance needs. You are responsible for always maintaining positive and proactive customer communications while performing all renewal activities for the assigned customers (Book of Business) and mentoring the rest of the team.
Renewal System:
- Maintain a positive and proactive working relationships with key stakeholders in the renewal system and follow all CMB procedures, forms, checklists and workbooks as outlined in the CMB Renewal System
- Pre-renewal activities, customer updates, and ensuring that marketing and renewal presentations be completed on time and as per company policy
- Cross-sell or up-sell other products and services that the brokerage offers to new and existing clients
- 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
Customer 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
- Assist the Sales Executives in the collection of deposit premiums, and finance deposits and contracts on behalf of the brokerage
- Collection of all outstanding underwriting requests from customers
- Constantly obtain and share underwriting information required
- Maintain, update and organize all data – electronic and paper filing systems utilized by the department/organization
- Prepare customer account reconciliations for accounting inquiries
- Provide clear instructions to CSR and Processing team for all transactions
- Request cancellation on all overdue/unpaid accounts
Team Support:
- Report any problems on potential lost accounts before occurrence to the Service Supervisor
- Report all potential bad debts immediately to the Service Supervisor
- Take all steps to prevent Errors & Omissions, and report any potential E&O to the Service Supervisor
- Supervise and check the processing of the Customer Service Representatives to ensure accuracy
- Mentor and provide training assistance to the department Customer Service Representative
Office Support:
- Attend and participate in Account Manager/CSR meetings, general staff meetings, company functions and attend Chamber of Commerce events
- Abide by and adhere to the policies and procedures as outlines in the Policies and Procedures manual
- Utilize the Agency Manager, PowerPoint, Excel, Word, All Insurance Portal 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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