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 Sales
- New 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 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
- Respond to and address all client inquiries and requests in a timely manner
- Collection of all underwriting requests from customers
- Constantly obtain and share underwriting information, as required
- Maintain electronic filing systems utilized by the department/organization
- Provide clear instructions to CSR (Client Service Representative) and Processing team for all transactions
- Collection of deposit premiums, premiums, and finance deposits and contracts on behalf of the brokerage
- Request cancellation on all overdue/unpaid accounts;
- Coordination of claims support, providing updates as per company policy and procedure, as required;
- 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
- 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
- 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
Office Support
- Attend and participate in Account Manager/CSR meetings, general staff meetings, company functions
- Utilize all programs and portals as required
- Other related duties as assigned
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.
