As an Insurance Broker, under the direction of the Service Supervisor, you are responsible to support the growth, renewal and servicing of small business and personal lines accounts within the brokerage. You are responsible for ensuring that all of our clients have the best coverage at the best price and for helping anticipate their future insurance needs. Your role will support new business and product sales in the department and perform the necessary service to support retention and maintain CMB service standards.New Business SalesNew business and organic growth sales within the Entrepreneur Insurance Centre (EIC) – small business and Personal Lines departments; 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 SystemMaintain a positive and proactive working relationship with key stakeholders in the renewal system, and manage the renewal process to assist in meeting reporting requirementsFollow all CMB procedures, forms, checklists, and workbooks as outline in the CMB Renewal SystemPre-Renewal activities, Customer Updates, Marketing and Renewal presentations must be completed on time as per company policyCoverage review checklists must be performed on an annual basis as per the CMB Renewal SystemBuild marketing relationships with CMB designated underwriters, maintain a positive and proactive relationship with underwriting, always putting the client's needs first.Client ServiceRespond to and address all client inquiries and requests in a timely mannerCollection of all underwriting requests from customersConstantly obtain and share underwriting information,



as requiredMaintain electronic filing systems utilized by the department/organizationProvide transparent instructions to CSR (Client Service Representative) and Processing team for all transactionsCollection of deposit premiums, premiums, and finance deposits and contracts on behalf of the brokerageRequest cancellation on all overdue/unpaid accounts; Coordination ofclaims support, providing updates as per company policy and procedure, as required; Focus on clientservice including timely response to telephone, email, and fax/written enquiries by creating expectations and timelines for work completion with a proactive service approach.Team SupportBe 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 mannerReport any problems on potential lost accounts before occurrence to the Service SupervisorReport all potential bad debts immediately to the Service SupervisorTake all steps to prevent Errors & Omissions, and report any potential E&O to the Service SupervisorOffice SupportAttend and participate in Account Manager/CSR meetings, general staff meetings, company functionsUtilize all programs and portals as requiredOther related duties as assignedThis 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.

📌 Insurance Broker (Edmonton)
🏢 CMB Insurance Brokers
📍 Edmonton