EIC Commercial Broker

CMB is a place where driven professionals come to build meaningful careers in a vital and evolving industry. We foster a values-based culture that emphasizes collaboration, continuous learning, and personal growth. With structured development programs, clear advancement opportunities, and a strong commitment to internal talent, CMB empowers its team members to thrive and make a lasting impact.

As an EIC 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
• Cross-sell or up-sell 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;
• Focus on client service including timely response to telephone, email, and fax/written enquiries by creating expectations and timelines for work completion with a proactive service approach.

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 and Experience:

• 1-4 years of experience within an insurance environment or professional business environment.
• 1-4 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.

Education Requirements:

• Working towards, or is currently, Level 1 or Level 2 Licensed Insurance Agent.
• Member of, or currently working towards, C.I.P. designation.
• 1-4 years' experience within a Commercial Lines insurance small business environment
• 3-4 years' experience within a team environment in a customer service position
• Experience with the Broker Management System, Microsoft Office Suite or comparable computer systems

Job Types: Full-time, Permanent

Pay: $65,000.00-$75,000.00 per year

Benefits:

• Casual dress
• Company events
• Dental care
• On-site parking
• Paid time off
• Tuition reimbursement
• Vision care
• Wellness program

Application question(s):

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

Work Location: In person