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Executive • banff ab
- Promoted
Senior Account Executive
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CMB Insurance BrokersGreater Edmonton Metropolitan Area, Canada- Full-time
GENERAL DESCRIPTION
Under the direction of the Branch President, the Senior Producer’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 Producer, BDR, and service team, as a mentor and coach. You will convert leads into customers by presenting options and marketing business using all the tools available in the CMB sales process.
You will contribute to CMB’s success by concentrating efforts that maintain client retention greater than 90% and support the annual new business goal for the agency :
- Provide team leadership, mentorship, and account oversight;
- Sell insurance solutions to a diverse group of commercial clients and prospects;
- Manage a Book of Business, e.g. customer experience, renewals, claim management;
- Keep abreast of trends and techniques, industry changes in the marketplace, and insurance company stability;
- Use brokerage selling aids to maintain a competitive status for the brokerage within the industry; and,
- Perform administration and data entry as required.
Your day will consist of promoting and selling insurance solutions to a diverse group of commercial prospects and mining your contacts for referrals.
PIPELINE / GENERATING LEADS
PROPOSALS / PRESENTATIONS / SALES
SERVICE
TEAM SUPPORT
15% C&F Net Growth
15% Average Commission
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, obligations, and activities may change at any time with or without notice.
KNOWLEDGE AND EXPERIENCE
e.g. Canadian Accredited Insurance Broker (CAIB) / Chartered Insurance Professional (CIP)