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Added 7 mins ago
Intern - Marketing Performance
Kensington
Toronto, ON
Kensington delivers the world’s most personal travel experiences. We bring to life each client’s desire to travel in a way that’s tailored specifically for them, in the company of local…
Added 7 mins ago
CH
Vocational Rehabilitation Specialist
CBI Health
Barrie, ON · Richmond Hill, ON
- Full-time
Assess and plan. You will manage and prioritize a caseload efficiently and effectively. You will utilize a client-centered approach to identify employment barriers, goals, and service needs…
Added 7 mins ago
AG
Associate Director, Search
Adelphi Group
Toronto, ON
- Full-time
· Lead development of full-funnel paid social strategies aligned to client business objectives
Added 7 mins ago
M
Bilingual Customer Success Manager
Morningstar
Toronto, ON
- Full-time
…Sales, Product, Support, and Implementation, to advocate for client needs, resolve challenges, and deliver a seamless client experience. We are seeking a bilingual professional fluent in…
Added 7 mins ago
QB
Homecare Nurse Manager - Burlington
Qualicare, Burlington
Burlington, ON
- Full-time
At Qualicare Burlington, the Nurse Manager is the clinical backbone of our care model. You're the person who conducts every Aging Well Advisory assessment, builds every care plan, and makes…
Added 22 mins ago
V|
Gestionnaire de projets / Project Manager
Veolia | North America
Montreal, QC
- Full-time
Reporting to the Manager - EPP Project Management for our Mining Market, the Project Manager will be responsible for planning, organizing, supervising and controlling project execution…
Added 22 mins ago
CA
Project Controller - NexGen Rook I
Cementation Americas
La Loche, SK
- Full-time
Prepare internal and client‑facing cost reports, dashboards, and performance summaries.
Added 22 mins ago
FS
Mediator – Parent Teen Mediation
Family Services of Greater Vancouver
Burnaby, BC
- $38 CAD / hour
- Full-time
…other professional services. This person reports to the Program Manager of Parent Teen Mediation programs. The position is located at FSGV’s New Westminster office. Fluency in written and…
Added 22 mins ago
S
Team Lead - Business Banking - West New Brunswick
Scotiabank
Fredericton, NB
- Full-time
…coaches their team to do the same. The Team Lead is a direct manager, player coach and the centre of SB expertise for their assigned territory and has shared accountabilities with Branch…
Added 22 mins ago
CA
Project Controls Lead - NexGen Rook I
Cementation Americas
La Loche, SK
- Full-time
Coordinate with the Project Controls Manager on interfaces with client project controls, assurance, and audit teams, ensuring transparent and consistent support.
Added 22 mins ago
R
Senior Manager, Corporate Solutions – Human Resources, Legal Services, and Service Center Solutions Portfolios (T & I) (Telework/Hybrid)
Radio-Canada
Montreal, QC
- Full-time
Manage client relations: prepare for and participate in governance committee meetings to determine business priorities regarding product evolution and the management of technology risks.
Added 22 mins ago
CA
Construction Miner / Supervisor - Hope Bay
Cementation Americas
Yellowknife, NT
- Full-time
Review and approve cost reports, forecasts, and trend analyses prior to internal and client submission.
Added 22 mins ago
R
External Funding Program Administrator - PART TIME
Raise
Burnaby, BC
- Part-time
Part time assignment : The hours will be determined by the hiring manager based on the workload. Typically workload will remain 15 hours per week approx including additional hours from time…
Added 22 mins ago
QT
Développeur logiciel principal - rapports et analyses / Senior Software Developer - Reporting
Quantum Technology Recruiting Inc. (QTR)
Montreal, QC
- $100,000 to $120,000 CAD / year
- Full-time
Notre client est une entreprise de logiciels de sécurité publique établie à Montréal. Son équipe soudée et hautement expérimentée consacre depuis des décennies à la conception, au…
Added 22 mins ago
R
Payroll Analyst (part time)
Raise
Calgary, AB
- Part-time
Raise is currently hiring a Payroll Analyst - Time on behalf of our client. They’re expanding their team to meet growing needs, making this a unique opportunity to work with an industry…
Added 22 mins ago
R
Oracle Exadata Cloud@Customer (ExaCC) Senior DBA Consultant
Raise
Calgary, AB
- Full-time
Operational Readiness & Transition: Establish Oracle Enterprise Manager (OEM) monitoring, build automated operational scripts, author runbooks, enforce change/incident/security compliance,…
Added 22 mins ago
R
Payroll Analyst
Raise
Calgary, AB
- Contract
Raise is currently hiring a Payroll Analyst on behalf of our client. They’re expanding their team to meet growing needs, making this a unique opportunity to work with an industry leader.…
Added 22 mins ago
SR
Property Tax Coordinator
SmartCentres REIT
Vaughan, ON
- Full-time
The Property Tax Coordinator must be client focused, advocate and communicate a positive image of the company, both internally and externally. The Property Tax Coordinator shall take…
Added 22 mins ago
C
Senior Manager, Corporate Solutions – Human Resources, Legal Services, and Service Center Solutions Portfolios (T & I) (Telework/Hybrid)
CBC/Radio-Canada
Ottawa, ON · Montreal, QC
- Full-time
Manage client relations: prepare for and participate in governance committee meetings to determine business priorities regarding product evolution and the management of technology risks.
Added 22 mins ago
SM
Food Services Coordinator
St. Michael's Homes
Toronto, ON
- Full-time
Position Description: Reporting to Manager of Operations, the Food Services Coordinator is primarily responsible for the production and delivery of healthy and appealing meals to clients at…
Added 22 mins ago
R
Payment Analyst - GA
RBC
Toronto, ON
- Full-time
As a Payment Analyst - GA will be reporting to the Manager, U.S. Payments Processing. In this role, you are primarily focused on providing professional, attentive service to the first point…
Added 22 mins ago
R
Manager Business Markets
RBC
Toronto, ON
- Full-time
…owners. You will coach your team to deliver an exceptional client experience leading to the retention, acquisition and growth of target Business client relationships. You will build high…
Added 22 mins ago
UO
Banquet Houseperson - Sage Catering (Auxiliary)
University of British Columbia
Vancouver, BC
- $26.97 to $28.28 CAD / hour
- Part-time
Full Service Restaurants & Catering I Assistant Manager I UBC Food Services I Student Housing and Community Services
Added 22 mins ago
T
Manager, Compliance Monitoring & Testing (5672)
TD
Toronto, ON
- Full-time
Manager, Compliance Monitoring & Testing is a newly created role on the Core Compliance team to manage the implementation of Monitoring and Testing program, a key program supporting TD's…
Added 22 mins ago
T
Personal Banker Trainee
TD
Riverview, NB
- Full-time
…banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that…

CMB Insurance Brokers

Insurance Broker

AB, Canada
Edmonton, AB, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 28, 2026
Posting language: English
Posted: Oct 29, 2026

Original job description

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.

Apply About employer

More about this job

Responsibilities

Grow, renew, and service small business and personal insurance accounts by identifying client needs, recommending suitable coverage, and supporting new business sales and retention. Manage renewals, client inquiries, underwriting information, premium collection, claims coordination, and related administrative processes while following company procedures and service standards.

Requirements

The posting does not specify formal education, certifications, or years of experience. The role calls for insurance sales and servicing capabilities, proactive client communication, renewal and underwriting coordination, attention to company procedures, and the ability to prevent and report potential errors, bad debts, and lost accounts.

Skills

Insurance Sales
Small Business Insurance
Personal Lines Insurance
Client Service
Account Renewal Management
Cross-Selling
Upselling
Underwriting Coordination
Premium Collection
Claims Support
Electronic Records Management
Risk Management
Communication
Error And Omissions Prevention

Visa sponsorship

Not detected in the job text

Keywords

Insurance Brokerage
Small Business Insurance
Personal Lines
New Business Sales
Organic Growth
Cross-Selling
Upselling
Account Renewals
Renewal System
Coverage Reviews
Underwriting
Client Service
Premium Collection
Finance Deposits
Claims Support
Electronic Filing Systems
Client Service Representative
Processing Team
Collections
Accounts Receivable
Errors And Omissions
Service Standards
Underwriter Relationships
Insurance Portals

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