Posted 38 months ago
CMB - EDM - Sr Producer
@ CMB Insurance Brokers
Edmonton, Alberta
Overview
CMB Insurance Brokers is hiring a Senior Business Risk Consultant to build a book of business from leads generated by the BDR team and themselves. The work covers selling commercial insurance, managing client accounts and renewals, and mentoring team members. The posting states a full-time role in a professional office environment, with a client retention target above 92%.
Responsibilities:
- Build a book of business from BDR and self-generated leads
- Sell commercial insurance solutions to prospects and clients
- Manage renewals, claims support and account reviews
- Prepare proposals and submissions for insurers
- Mentor and coach team members
Requirements summary:
- Experience in business-to-business insurance sales
- Ability to prospect through cold and warm calling
- Strong presentation and proposal skills
- Knowledge of commercial insurance products and underwriting
- Experience mentoring or coaching team members
Tools & skills
Source and dates
Source type not verified · humi
- Employer posting date
- 2023-09-18
- First seen by our source
- 2026-10-15
- Source record updated
- 2026-10-15
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Senior |
| Department | Sales |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: minimal |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
Summary and details written by AI from the posting; the employer’s posting is the authority.
CMB Insurance Brokers
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
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Full company description
CMB Insurance Brokers provides customized insurance solutions for Alberta businesses, specializing in the transportation, energy, construction, and manufacturing sectors. Since 1986, we’ve helped businesses reduce risk, control insurance costs, and minimize disruptions through proactive service and tailored insurance programs. CMB is a privately owned Canadian company with independent local ownership and leadership focused on client needs. Headquartered in Edmonton, we serve over 4,000 clients, manage more than $10 billion in client assets, and employ over 170 professionals across 11 locations in Canada. Our team is recognized for industry expertise, responsive service, and innovative insurance solutions.
- LinkedIn followers
- 2,801
- People associated on LinkedIn
- 83
- Reported office locations
- #201, 1430 - 91 Street, Edmonton, Alberta T6X 1M5, CA
- Other recorded names
- CMB Insurance Brokers
- Specialties
- Transportation
- OiI & Gas
- Construction & Manufacturing
- and VIP Home & Auto
- Profile identifies a recruitment agency
- No
CMB Insurance Brokers provides customized insurance solutions for Alberta businesses, specializing in the transportation, energy, construction, and manufacturing sectors. Since 1986, we’ve helped businesses reduce risk, control insurance costs, and minimize disruptions through proactive service and tailored insurance programs. CMB is a privately owned Canadian company with independent local ownership and leadership…
| Field | Value |
|---|---|
| Industry | Insurance |
| Company size | 51-200 employees |
| Headquarters | Edmonton, Alberta |
| Organization type | Privately Held |
| Year founded | 1986 |
| Specialties | TransportationOiI & GasConstruction & Manufacturingand VIP Home & Auto |
| Open jobs on Jobsy | 36 |
| View page |
Under the direction of the Branch President, the Senior Business Risk Consultant’s primary responsibility will be to build a book of business from leads generated by the BDR team and yourself. In this role, you will work directly with your assigned Risk Consultant, BDR, and service team, as a mentor and coach. You will be to converting leads into customers by marketing business and customer’s presentations using all the tools available in the CMB sales process.
You will contribute to CMB’s success through concentrating efforts that maintains client retention greater to 92% and supports the new business annual goal for the agency:
- providing team leadership, mentorship, and account oversight;
- selling insurance solutions to a diverse group of commercial clients and prospects;
- managing a Book of Business, e.g. customer experience, renewals, claims management;
- keeping abreast of trends and techniques, industry changes in the marketplace, insurance company stability;
- using brokerage selling aids to maintain a competitive status for the brokerage within the industry; and,
- administration and data entry as required.
Your day will consist not only of promoting and selling insurance solutions to a diverse group of commercial prospects but also of mining your contacts for referrals.
PIPELINE/ GENERATING LEADS
- 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
PROPOSALS/PRESENTATIONS/SALES
- 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
SERVICE
- keep abreast of CMB’s market inventory and support the company objectives with market support as directed by the VP of Sales
- 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
TEAM SUPPORT
- 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 function
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.
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