As a Personal Insurance Broker, you will help our company succeed and grow by selling all Personal Lines products to High-Net-Worth clients/prospects. 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. You will work with producers, insuring partners and your assigned portfolio of clients handling renewals, endorsements, assessing risk exposures, providing recommendations for suitable insurance programs, guiding them through claims, preparing applications and proposals, etc.

Sales

• Grow a Book of Business specific to the VIP Personal Lines Insurance Department
• 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 System

• Maintain positive and proactive relationships with all stakeholders in the renewal system
• Follow all CMB procedures, forms, checklists and workbooks as outlined in the CMB Renewal System, including pre-renewal activities, customer updates, coverage review checklists, marketing and renewal presentations, completed on time as per company policy.
• Build marketing relationships with CMB designated underwriters, maintaining positive and proactive relationships with underwriting, always putting the client's needs first.

Customer 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 promptly.
• Collection of deposit premiums, premiums, and finance deposits and contracts on behalf of the brokerage.
• Collection of all outstanding underwriting requests from customers.
• Obtain and share underwriting information, as required.
• Maintain, update, and organize all data; electronic & paper filing systems utilized by the

department/organization.

• Prepare customer account reconciliations for accounting inquiries.
• Provide clear instructions to CSR (Client Service Representative) and Processing team for all transactions.
• Request cancellation of 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
• Report all potential bad debts immediately to the Service Supervisor
• Take all steps to prevent 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 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 Policies and Procedures Manual.
• Utilize the Broker Management System, PowerPoint, Excel, Word, All Insurance Portal programs
• And other related duties as assigned.

Knowledge and Experience

• Level 1 or 2 Alberta Licensed Insurance Agent
• Member of, or currently working towards, the CIP or CAIB designation
• 2+ years of experience within an insurance environment or professional business environment.
• 1-2 years of experience within a team environment in a customer service position.

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