Publié il y a 39 mois
CMB - GP - Producer
@ CMB Insurance Brokers
Grande Prairie, Alberta
En bref
CMB Insurance Brokers is hiring a full-time Producer to take over a book of business of about $300K and generate new commercial insurance sales. The role involves prospecting, cold calling, preparing proposals and maintaining client relationships under a Senior Risk Consultant. The posting requires a Licensed Level 2 Insurance Agent and 2 to 5 years of independent commercial insurance experience.
Responsabilités :
- Maintain and grow a $300K book of business
- Prospect and cold call commercial clients
- Prepare and present insurance proposals
- Manage client renewals and coverage reviews
- Collect premiums and follow up on receivables
Résumé des exigences :
- Licensed Level 2 Insurance Agent required
- 2 to 5 years independent commercial insurance experience
- 1 to 2 years in a team customer sales role
- CIP or CAIB designation preferred
- Experience with Agency Manager or Microsoft Office preferred
- Post-secondary education preferred
Outils et compétences
Source et dates
Type de source non vérifié · humi
- Date publiée par l’employeur
- 2023-08-25
- 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 |
| Expérience | 2 an(s) et plus |
| Heures par semaine | 40 (estimé) |
| Déplacements | avion : aucun · route : minimes |
| Milieu de travail | Bureau, Chez les clients |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | English |
| Permis et certifications | Licensed Level 2 Insurance Agent, CIP, CAIB |
| Formation | Collégial (DEC) (préféré) |
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 | 37 |
| Voir la page |
Under the direction of your assigned Senior Risk Consultant (SRC), the Producer not only maintains a Book of Business but also generates new business. In this role, a Book of Business, approximate value of $300K with an account size of $25K-$100K premium, will be transitioned to you. Your primary responsibility will be building relationships with the clients, developing, and maintaining relationships with markets, and strengthening relationships within your assigned support team.
Your day will consist not only of promoting and selling insurance solutions to a diverse group of commercial prospects but also of mining your contacts for referrals.
Pipeline / Generating Leads
- business to business selling
- cold calling, warm calling
- prospecting
- obtaining and following up on leads to ensure growth of the book of business, utilize the iWin prospect system, cold calling techniques, and client referrals
- prepare and submit complete submissions utilizing the CMB Application & Submission formats, and provide full underwriting information to insurers to obtain the most competitive package available
Proposals / Presentations / Sales
- inform the customer/prospect of additional coverage’s and services the brokerage handles of which he or she may not have been aware, and interest them in these services
- prepare and present professional and competitive proposals to prospects detailing coverage’s and services of the brokerage
- perform client visits as necessary for prospecting, sales, inspections, claims, and service
- obtain and follow up on information concerning underwriting by completing Brokerage Applications
Service
- keep abreast of CMB’s market inventory and support the company objectives with market support as directed by the Sales Director
- collect deposits, premiums, and finance deposits and contracts on behalf of the brokerage.
- review monthly account receivable reports and ensure all outstanding balances are paid within ten days
- review client renewals with Business Service Specialists [Account Managers] to Complete Coverage Checklist annually for each customer
- review client renewals with the Business Service Specialists [Account Managers] to conduct a thorough review of coverage on existing
- accounts at least annually, and assist in remarketing as necessary to provide the best coverage and competitive price for all clients.
- assist the Claims department to ensure the proper and expeditious handling of all claims and losses as per the Brokerage Claims Handling System
- market, rate, and quote new and renewal business
Team Support
- actively mentoring team members is essential to ensure the team is growing in knowledge and expertise; it also significantly supports CMB’s perpetuation plan for developing the next generation
- be familiar with and follow company policies and procedures as established (Employee Handbook, Renewal Procedure, Claims Procedures, Collections and AR Procedures, etc.)
- attend and participate in staff meetings and company functions
Knowledge & Experience:
- Licensed Level 2 Insurance Agent required
- Completion of C.I.P. or CAIB designation or equivalent preferred
- 2 - 5 years’ experience with in an independent commercial insurance business environment
- 1 - 2 years’ experience with in a team environment in a customer sales and marketing position
- Ideally experience with Agency Manager, Microsoft Office Suite or comparable computer systems
- commitment to ongoing learning and professional development including insurance courses/certifications, e.g. Canadian Accredited Insurance Broker (CAIB)/Chartered Insurance Professional (CIP)
- preference will be given to candidates with post-secondary education and an outstanding personality
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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