Broking Commercial Real Estate

**Job Summary**:
Marketing commercial real estate, liaising between the Client Executives and the Underwriters regarding renewal, new business and mid-term account changes, ensuring the needs of the client and Underwriters are met by delivering the highest quality service in communication, documentation and professional integrity.

**Essential Job Functions**

Primary duties include, but are not limited to, the following:

- Pre-qualify and assess risks, bind all new/renewal business and mid-term changes with the Underwriters
- Create rating sheets and proposal document. Advise and assist department managers on interpretation and administration of policies, programs and best practices
- Track the renewal process of an assigned book of business by strictly maintaining a monthly expiry list
- Negotiate and terms with Underwriters
- Maintain electronic filing system to CapriCMW standards by updating information coding and data entry, and attaching all correspondence as required, ensuring paperless processes
- Update and maintain marketing information using Excel spreadsheet
- Update and maintain consolidated monthly activity spreadsheet
- Participate in team marketing for a selection of larger portfolios
- Maintain a good knowledge of insurance and insurance relating to commercial real estate through continuing education courses
- Prioritize daily time-sensitive tasks
- Back-up to other department members during absences and busy periods
- Promote positive working relationships with insurance companies and Underwriters by attending industry functions
- Mentor, provide feedback and participate in meetings and daily work processes/discussions
- Adhere to all Company policies and procedures, and industry standards
- Participate in learning opportunities to develop skill-set and knowledge
- Develop personal development plan and participate in Company performance review process
- Participate in Company functions and meetings
- Other duties may be assigned, directed or requested

**Competencies & Qualifications**:

- University degree or equivalent experience in a related field
- Level 2 BC General Insurance License. Minimum 2 years Insurance industry experience
- Intermediate level computer skills required, including Excel
- Knowledge of Epic brokerage management system
- Strong communication and negotiation skills
- Positive attitude and ability to work with team
- Ability to self-manage and maintain a varying workload
- Ability to relate to others and act in an advisory role
- High degree of accuracy and attention to detail
- Excellent communication skills, both written and verbal
- Solution-oriented with ability to problem-solve
- Provide calculations for commissions and deviations

**Why Join our Team?**

As a valued member of the CapriCMW's family, you will be awarded a competitive annual salary, evaluated on your education, skills, and experience, including:

- Generous incentives and bonus programs
- Employee ownership opportunities
- Life, disability, health, and dental insurance coverage
- Group RRSP program
- Employer-matched pension plan
- Discounts on CapriCMW's services and products
- Employee Assistance Program
- Wellness and Lifestyle Spending Accounts
- Career development through leadership training and learning resources
- Be a part of an award-winning network of 500+ professionals in 17 offices across BC, Yukon, and Ontario
- And many more

CapriCMW offers a fun, collaborative work environment with lots of opportunity for long-term professional and personal growth. As an independent, employee-owned company, we are proud to be named one of the Best Workplaces in Canada by Great Place to Work®.