Account Manager

CMB Insurance Brokers; Edmonton; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive pay

Growth opportunities

Benefits day one

Award-winning employer

Supportive culture

Education support

Industry stability

Modern work environment

Job summary

CMB Insurance Brokers is seeking an Account Manager to lead renewal activity, manage a defined book of business, and mentor other team members. You will work with the Sales Team to drive growth, ensure client satisfaction, and maintain strong relationships with underwriters.

The role emphasizes renewal planning, proactive client communication, and adherence to procedures within a supportive, growth-oriented brokerage environment.

Qualifications

• Level 2 Licensed Insurance Agent required.
• CIP or CAIB designation pursued or in progress.
• 4-7 years’ experience in a commercial insurance environment.
• 3-4 years’ experience in a customer-service team setting.
• Experience with Agency Manager and MS Office.

Responsibilities

• Renew the book of business for assigned clients and guide renewal processes.
• Cross-sell or upsell relevant products to existing clients.
• Support Sales Team with deposits, premiums and underwriting requests as needed.
• Mentor and supervise CSR activities to ensure accuracy and client satisfaction.
• Coordinate with underwriters to build strong client relationships and ensure timely renewals.

Skills

Customer service

Team collaboration

Attention to detail

Education

Level 2 Licensed Insurance Agent

CIP or CAIB designation (pursuing)

Tools

Agency Manager

Microsoft Office

Job description

CMB is a place where driven professionals come to build meaningful careers in a vital and evolving industry. We foster a values-based culture that emphasizes collaboration, continuous learning, and personal growth. With structured development programs, clear advancement opportunities, and a strong commitment to internal talent, CMB empowers its team members to thrive and make a lasting impact.

What do we offer?

• Competitive & Unique Compensation Structures – Designed to reward performance and support long-term career growth.
• Growth Opportunities – Clear paths for advancement and internal promotions.
• Benefits Active Day One – Enjoy full health and wellness coverage from your first day.
• Award-Winning Employer – Recognized as a Top Insurance Employer three years in a row.
• Supportive Culture – A values-driven workplace that prioritizes collaboration and respect.
• Education Support – Licensing, training, and course grants to help you grow professionally.
• Industry Stability – Be part of an essential and resilient sector with long-term demand.
• Modern Work Environment – Tools, tech, and flexibility to help you do your best work.

As an Account Manager, working with the Sales Team and under the direction of the Senior Account Manager (Team Lead), you will help plan, lead, and guide the growth, renewal, and servicing of accounts to contribute to the continued growth and operation of the brokerage. Your primary role will be to perform the renewal of the assigned customers (Book of Business) and provide mentorship to the rest of the team.

RENEWAL SYSTEM

• Maintain a positive and proactive working relationship with keeping stakeholders in the renewal system, and
• Follow all CMB procedures, forms, checklists and workbooks as outline in the CMB Renewal System;
• Pre-renewal activities, Customer Updates, Marketing and Renewal presentations must be completed on time as per company policy;
• Cross-sell or up-sell other products and services the brokerage offers to new and existing clients;
• Coverage review checklists must be performed on an annual bases as per the CMB Renewal System;
• Build marketing relationships with CMB designated underwriters, maintain a positive and proactive relationship with underwriting, always putting the client’s needs first.

CUSTOMER SERVICE

• Be familiar with and follow company policies and procedures as established (Employee Handbook, Renewal Procedure, Claims Procedures, Collections and AR Procedures, etc.) and
• Respond to and address all client inquiries and requests in a timely manner;
• Assist the Sales Team in the collection of deposit premiums, premiums, and finance deposits and contracts on behalf of the brokerage;
• Assist the Sales Team in the collection of all outstanding underwriting requests from customers
• Constantly obtain and share underwriting information required;
• Maintain, update, and organize all data - electronic & paper filing systems utilized by the department/organization;
• Prepare customer account reconciliations for accounting inquiries;
• Provide clear instructions to CSR and Processing team for all transactions;
• Request cancellation on all overdue/unpaid accounts;

TEAM SUPPORT

• Report any problems on potential lost accounts before occurrence to the Senior Account Manager (Team Lead);
• Report all potential bad debts immediately to the Senior Account Manager (Team Lead);
• Take all steps to prevent Errors & Omissions, and report any potential E&O to the Senior Account Manager (Team Lead);
• Supervise and check the processing of the Customer Service Representatives to ensure accuracy;
• Mentor and provide training assistance to department Customer Service Representative
• Demonstrate and uphold all of CMB’s core values

OFFICE SUPPORT

• Attend & participate in Account Manager/CSR Meetings, general staff meetings, company functions;
• Abide by and adhere to the policies and procedures as outlined in the Policies and Procedures Manual;
• Utilize the Agency Manager, PowerPoint, Excel, Word, ISNet World programs; and other related duties as assigned.

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.

KNOWLEDGE AND EXPERIENCE

• Level 2 Licensed Insurance Agent
• Member of or currently working towards the C.I.P. or CAIB designation
• 4-7 years’ experience in a commercial insurance business environment
• 3-4 years’ experience in a team environment in a customer service position
• Experience with Agency Manager, Microsoft Office Suite or comparable computer systems