Senior Account Executive

4 months ago

Greater Edmonton Metropolitan Area, Canada CMB Insurance Brokers Full time

GENERAL DESCRIPTION

Under the direction of the Branch President, the Senior Producer’s primary responsibility will be to build a book of business from leads generated by the BDR team and yourself. In this role, you will work directly with your assigned Producer, BDR, and service team, as a mentor and coach. You will convert leads into customers by presenting options and marketing business using all the tools available in the CMB sales process.


You will contribute to CMB’s success by concentrating efforts that maintain client retention greater than 90% and support the annual new business goal for the agency:


  • Provide team leadership, mentorship, and account oversight;
  • Sell insurance solutions to a diverse group of commercial clients and prospects;
  • Manage a Book of Business, e.g. customer experience, renewals, claim management;
  • Keep abreast of trends and techniques, industry changes in the marketplace, and insurance company stability;
  • Use brokerage selling aids to maintain a competitive status for the brokerage within the industry; and,
  • Perform administration and data entry as required.


Your day will consist of promoting and selling insurance solutions to a diverse group of commercial prospects and 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 the growth of the book of business, utilizing 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 and services the brokerage handles of which they may not have been aware, and interest them in these services
  • Prepare and present professional and competitive proposals to prospects detailing coverage 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 Director of Sales
  • 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 your service team to Complete Coverage Checklist annually for each customer
  • Review client renewals with your service team 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 function


KPI

>15% C&F Net Growth

>15% Average Commission


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, obligations, and activities may change at any time with or without notice.


KNOWLEDGE AND EXPERIENCE

  • Level 2 Insurance Agent required
  • CIP or CAIB designation or equivalent preferred
  • 3 - 7 years experience as a Sales Executive, in a similar role, in an independent commercial insurance business environment
  • 3 - 5 years experience within a team environment in a customer sales and marketing position
  • Experience with Acturis, 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

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