Job Description

Job Summary:
Marketing commercial stratas, liaising between the Client Executives and the Underwriters regarding renewal, new business and mid-term account changes, ensuring the needs of the client and Underwriters are met by delivering the highest quality service in communication, documentation and professional integrity.
Essential Job Functions
Primary duties include, but are not limited to, the following:

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• Pre-qualify and assess risks, bind all new/renewal business and mid-term changes with the Underwriters
• Create rating sheets and proposal document. Advise and assist department managers on interpretation and administration of policies, programs and best practices
• Track the renewal process of an assigned book of business by strictly maintaining a monthly expiry list
• Negotiate authorizations and terms program and non-program Underwriters
• Provide accurate and clear instructions via rating sheet and binding emails to the Client Service Administrator to issue certificates, policies, endorsements, letters and invoices (Note: During busy, heavy renewal times or due to staff absences, may be necessary for Brokers to issue documents)
• Maintain electronic filing system to CapriCMW standards by updating information coding and data entry, and attaching all correspondence as required, ensuring paperless processes
• Update and maintain marketing information using Excel spreadsheet
• Update and maintain consolidated monthly activity spreadsheet
• Participate in team marketing for a selection of larger portfolios
• Maintain a good knowledge of insurance and insurance relating to stratas through continuing education courses
• Prioritize daily time-sensitive tasks
• Back-up to other department members during absences and busy periods
• Promote positive working relationships with insurance companies and Underwriters by attending industry functions
• Mentor, provide feedback and participate in meetings and daily work processes/discussions
• Adhere to all Company policies and procedures, and industry standards
• Participate in learning opportunities to develop skill-set and knowledge
• Develop personal development plan and participate in Company performance review process
• Participate in Company functions and meetings
• Other duties may be assigned, directed or requested

Competencies & Qualifications:

• University degree or equivalent experience in a related field
• CAIB or CIP designation (level II license)Minimum 5 years Insurance industry experience
• Intermediate level computer skills required, including Excel
• Knowledge of Epic brokerage management system
• Strong communication and negotiation skills
• Positive attitude and ability to work with team
• Ability to self-manage and maintain a varying workload
• Ability to relate to others and act in an advisory role
• High degree of accuracy and attention to detail
• Excellent communication skills, both written and verbal
• Solution-oriented with ability to problem-solve
• Provide calculations for commissions and deviations

Why Join our Team?
As a valued member of the CapriCMW's family, you will be awarded a competitive annual salary, evaluated on your education, skills, and experience, including:

• Generous incentives and bonus programs
• Employee ownership opportunities
• Life, disability, health, and dental insurance coverage
• Group RRSP program
• Employer-matched pension plan
• Discounts on CapriCMW's services and products
• Employee Assistance Program
• Wellness and Lifestyle Spending Accounts
• Career development through leadership training and learning resources
• Be a part of an award-winning network of 500+ professionals in 17 offices across BC, Yukon, and Ontario
• And many more!

CapriCMW offers a fun, collaborative work environment with lots of opportunity for long-term professional and personal growth. As an independent, employee-owned company, we are proud to be named one of the Best Workplaces™ in Canada by Great Place to Work®.