Cmb Insurance Brokers - Edmonton, Canada - CMB Insurance Brokers

CMB Insurance Brokers

Verified Company

Edmonton, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

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
Crosssell or upsell 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;

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

Knowledge & Experience
1-2 years of experience within an insurance environment or professional business environment.

12 years of experience within a team environment in a customer service position.
Experience with The Broker Management System, Microsoft Office Suite, Compu Quote or comparable computer systems.

Educational Requirements

Working towards, or is currently, Level 1 or Level 2 Licensed Insurance Agent.
Member of, or currently working towards, C.I.P. designation.
23 years' experience within a Commercial Lines insurance small business environment
34 years' experience within a team environment in a customer service position
Experience with the Broker Management System, Microsoft Office Suite or comparable computer systems

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.

Job Types:
Full-time, Permanent

Salary:
$77,500.00 per year

Benefits: