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 solid commitment to internal talent, CMB empowers its team members to thrive and make a lasting impact.
What does CMB offer?
Competitive & Unique Compensation Structures – Designed to reward performance and support long-term career growth.
Growth Opportunities – Clear paths for advancement and internal promotions.
Benefits Active Day One – Enjoy full health and wellness coverage from your first day.
Award-Winning Employer – Recognized as a Top Insurance Employer three years in a row.
Supportive Culture – A values-driven workplace that prioritizes collaboration and respect.
Education Support – Licensing, training, and course grants to help you grow professionally.
Industry Stability – Be part of an essential and resilient sector with long-term demand.
Modern Work Environment – Tools, tech, and flexibility to help you do your best work.
Under the direction of your assigned Mentor, you will maintain a Book of Business and generate new business. Your primary responsibility will be building client relationships, developing and maintaining relationships with markets, and strengthening relationships within your assigned support team.
Your day will consist of promoting and selling insurance solutions to a diverse group of commercial prospects and mining your contacts for referrals.
business-to-business selling
cold calling, warm calling
obtaining and following up on leads to ensure the growth of the book of business, utilize the Salesforce prospect system,



cold calling techniques, and client referrals
prepare and submit complete submissions utilizing the CMB Application & Submission formats and provide complete underwriting information to insurers to obtain the most competitive package available
Proposals / Presentations / Sales
inform the customer/prospect of additional coverages 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 coverages 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 the Account Managers to conduct a thorough review of coverage on existing accounts at least annually, using the Coverage Checklist, 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 functions
Knowledge and Experience
Licensed Level 2 Insurance Agent required
Completion of CIP or CAIB designation or equivalent preferred
2 - 6 years experience with in an independent commercial insurance business environment
1 - 2 years experience with in a team environment in a customer sales and marketing position
Ideally experience with Agency Manager, Microsoft Office Suite or comparable computer systems
Commitment to ongoing learning and professional development including insurance courses/certifications ie. Canadian Accredited Insurance Broker (CAIB), Chartered Insurance Professional (CIP)
Preference will be given to candidates with post-secondary education and an outstanding personality
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.

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📌 Account Executive (Alberta)
🏢 CMB Insurance Brokers
📍 Alberta