CMB – GP – PL Broker

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Website CMB Insurance Brokers

Job Description

Position: Personal Lines Manager (Broker)

Company: CMB Insurance Brokers

Location: Grande Prairie, AB (Professional Office Environment)

Overview

CMB Insurance Brokers is looking for a Personal Lines Manager to lead their Grande Prairie team. This is a senior-level brokerage role that combines high-level account management with leadership and mentorship responsibilities. You won’t just be managing a book of business; you will be the “go-to” expert for the team, ensuring that the CMB Renewal System is executed with precision and that client retention remains high.

Key Responsibilities

The CMB Renewal System

  • Book Management: Plan and guide the growth and renewal of an assigned Personal Lines book of business.

  • Proactive Servicing: Conduct pre-renewal activities, customer updates, and marketing presentations on time.

  • Underwriting Liaison: Build and maintain proactive relationships with designated underwriters to ensure the best coverage for clients.

  • Checklists & Compliance: Perform annual coverage reviews using established checklists to prevent Errors & Omissions (E&O).

Leadership & Team Support

  • Mentorship: Supervise and check the work of Customer Service Representatives (CSRs) to ensure data accuracy.

  • Training: Provide on-the-job training and guidance to junior staff members.

  • Risk Mitigation: Identify potential lost accounts or bad debts early and report them to the Service Supervisor.

  • Standardization: Ensure the team follows all company manuals, including the Employee Handbook and Claims/Collections procedures.

Customer Advisory & Sales

  • Consultative Sales: Identify opportunities to cross-sell or up-sell additional insurance products (e.g., umbrella, marine, or recreational vehicle coverage).

  • Financial Management: Assist Sales Executives in collecting premiums and managing finance contracts.

  • Account Reconciliation: Work with the accounting department to resolve billing inquiries and manage overdue accounts.

Job Data Table

Feature Details
Company Name CMB Insurance Brokers
Location Grande Prairie, Alberta
Job Type Full-time
Industry Segment Personal Lines (Auto, Home, Lifestyle)
Software Stack The Agency Manager (TAM), MS Office, Insurer Portals
Primary Goal Account Retention & Team Leadership
Environment Professional Office / In-person

Skills & Competency Table

Skill Competency Level
Alberta General Level License Mandatory (Level 2 or 3 preferred)
Account Mentorship Expert
Underwriting Negotiation Advanced
TAM (The Agency Manager) Advanced
Errors & Omissions Prevention Expert
Financial Reconciliations Intermediate

Technical Knowledge: The Personal Lines Portfolio

In Alberta’s unique insurance market, a Personal Lines Manager must navigate complex Grid ratings for Auto and specific environmental risks (hail/wildfire) for Property.

Why CMB Insurance Brokers?

  • Structured Success: You will work within a defined “Renewal System,” which removes the guesswork from account management.

  • Community Involvement: CMB encourages attendance at Chamber of Commerce events and local company functions.

  • Professional Growth: This role offers a clear path for those looking to move from a standard broker role into Management and Supervision.

  • Stability: Working in a professional office environment with a strong support team (CSRs and Processing team).

Job Summary

This is a high-accountability leadership role. As the Personal Lines Manager in Grande Prairie, you are the guardian of the brokerage’s reputation. You manage the lifecycle of the client relationship from pre-renewal to bind, while simultaneously elevating the performance of the support staff around you.

FAQs

1. What license is required for this role?

You must hold a valid Alberta General Insurance License. Given the supervisory requirements (checking CSR work), a Level 2 or Level 3 license is typically preferred.

2. What is “The Agency Manager” (TAM)?

TAM is a common Broker Management System (BMS). Proficiency in TAM is vital for maintaining the electronic filing and data systems CMB utilizes.

3. Is this a sales-heavy role?

While you are expected to cross-sell and up-sell, the primary focus is on Service and Retention of the existing Book of Business and mentoring the team.

4. Will I be involved in claims?

Yes, the job description mentions following established “Claims Procedures,” which usually involves acting as an advocate for the client during the initial stages of a claim.

Expert Analysis

Grande Prairie is a hub for the energy and agriculture sectors. A Personal Lines Manager here needs to be well-versed in high-value asset protection. In 2026, with shifting climate risks in Alberta, your role in conducting annual coverage review checklists is the brokerage’s best defense against E&O claims. This position is perfect for a senior broker who is ready to step away from the “front-line grind” and into a more strategic, managerial capacity.

Career Path

Successful Personal Lines Managers at CMB often progress to Service Supervisor, Operations Manager, or Branch Manager. Because of the mentorship component, you also build the necessary “people management” skills required for executive-level roles in regional brokerages.

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