Account Executive

Description de l'offre d'emploi

• business to business selling
• cold calling, warm calling
• prospecting
• obtaining and following up on leads to ensure growth of the book of business, utilize the iWin prospect system, cold calling techniques, and client referrals
• prepare and submit complete submissions utilizing the CMB Application & Submission formats, and provide full underwriting information to insurers to obtain the most competitive package available

• inform the customer/prospect of additional coverage’s and services the brokerage handles of which he or she may not have been aware, and interest them in these services
• prepare and present professional and competitive proposals to prospects detailing coverage’s 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

• keep abreast of CMB’s market inventory and support the company objectives with market support as directed by the Sales Director
• 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 Business Service Specialists [Account Managers] to Complete Coverage Checklist annually for each customer
• review client renewals with the Business Service Specialists [Account Managers] to conduct a thorough review of coverage on existing
• accounts at least annually, 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

• 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

• Licensed Level 2 Insurance Agent required
• Completion of C.I.P. or CAIB designation or equivalent preferred
• 2 - 5 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, e.g. Canadian Accredited Insurance?Broker (CAIB)/Chartered Insurance Professional (CIP)
• preference will be given to candidates with post-secondary education and an outstanding personality