Personal Lines Insurance Broker

**Sales**
- Grow a Book of Business specific to the VIP Personal Lines Insurance Department
- Cross-sell or up-sell other products and services the brokerage offers to new and existing clients
- Adhere to and meet/exceed performance metrics identified by the brokerage

**Renewal System**
- Maintain positive and proactive relationships with all stakeholders in the renewal system
- Follow all CMB procedures, forms, checklists and workbooks as outlined in the CMB Renewal System, including pre-renewal activities, customer updates, coverage review checklists, marketing and renewal presentations, completed on time as per company policy.
- Build marketing relationships with CMB designated underwriters, maintaining positive and proactive relationships 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 promptly.
- Collection of deposit premiums, premiums, and finance deposits and contracts on behalf of the brokerage.
- Collection of all outstanding underwriting requests from customers.
- Obtain and share underwriting information, as required.
- Maintain, update, and organize all data; electronic & paper filing systems utilized by the department/organization.
- Prepare customer account reconciliations for accounting inquiries.
- Provide clear instructions to CSR (Client Service Representative) and Processing team for all transactions.
- Request cancellation of 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
- Escalate concerns/ issues to Service Supervisor; keep Service Supervisor abreast of departmentactivities 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 Policies and Procedures Manual.
- Utilize the Broker Management System, PowerPoint, Excel, Word, All Insurance Portal programs
- And other related duties as assigned.

**Knowledge and Experience**
- Level 1 or 2 Alberta Licensed Insurance Agent
- Member of, or currently working towards, the CIP or CAIB designation
- 2+ years of experience within an insurance environment or professional business environment.
- 1-2 years of experience within a team environment in a customer service position.

**Please note that this role offers a competitve compensation package based on experience and selling ability.**
- **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

Pay: From $65,000.00 per year

Additional pay:

- Commission pay

**Benefits**:

- Company events
- Dental care
- Disability insurance
- Life insurance
- On-site parking
- Vision care

Schedule:

- Day shift
- Monday to Friday

Application question(s):

- Do you have your Alberta General Level 1 or 2 Insurance License?
- How many years of insurance experience do you have?

Work Location: In person