Account Manager

CMB Insurance Brokers; Lethbridge; Sur place; CAD 60 000 - 90 000; Plein temps

Résumé du poste

CMB Insurance Brokers is seeking an Account Manager to support the Sales Team under the Service Supervisor, focusing on growth, placement, renewal, and ongoing servicing of client accounts.

You will guide and mentor team members, manage both new and existing business, and uphold the brokerage’s standards and renewal procedures in a professional office setting.

Qualifications

• Experience in managing client accounts and servicing customers.
• Ability to work with sales and service teams to grow business.
• Excellent communication and relationship-building skills.

Responsabilités

• Maintain renewal processes and relationships with stakeholders using the Renewal System.
• Respond to client inquiries promptly and provide clear guidance and support.
• Assist the Sales Team with collection of premiums and underwriting information as needed.
• Monitor accounts for overdue items and coordinate with the Service Supervisor on next steps.
• Oversee and mentor CSR staff, ensuring accuracy in processing and data filing.
• Attend meetings and utilize Agency Manager, PowerPoint, Excel, Word, and ISNet World tools.

Connaissances

Account management

Client servicing

Sales support

Outils

Agency Manager

PowerPoint

Excel

Word

ISNet World

Description du poste

As an Account Manager, working with the Sales Team and under the direction of the Service Supervisor, you will support the growth, placement, renewal, and ongoing servicing of client accounts. You will play an important role in managing both new and existing business while providing guidance and mentorship to other members 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 basis 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 Service Supervisor;
• Report all potential bad debts immediately to the Service Supervisor;
• Take all steps to prevent Errors & Omissions, and report any potential E&O to the Service Supervisor;
• 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 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 that 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