Senior Account Manager

Jooble; Grande Prairie; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading company in the insurance sector is seeking a Senior Account Manager to oversee account renewals and customer service operations. The successful candidate will ensure compliance with company policies while maintaining strong relationships with clients and stakeholders. You will play a pivotal role in mentoring team members and supporting the service department in achieving its objectives. This role requires a proactive approach to customer communication and a solid background in commercial insurance.

Qualifications

• 4-7 years’ experience in a commercial insurance environment.
• 3-4 years’ experience in a customer service team environment.

Responsibilities

• Plan, lead, and guide the renewal and servicing of accounts.
• Control and collect deposit premiums and outstanding underwriting requests.
• Mentor and assist in training department Client Service Representatives.

Skills

Customer Service

Communication

Mentoring

Education

Level 2 Licensed Insurance Agent

C.I.P. or CAIB designation

Tools

Agency Manager

Microsoft Office Suite

Job description

12 hours ago Be among the first 25 applicants

As a Senior Account Manager, working with the Producers and under the direction of the Service Supervisor, you will help plan, lead, and guide the renewal and servicing of accounts to contribute to the continued growth and retention of the branch book of business. You will ensure compliance with all operational rules and procedures and act as a "go-to" contact for customers and service team members. You are responsible for maintaining positive and proactive customer communication at all times while performing all renewal activities for the assigned customers (Book of Business) and providing oversight, guidance, and mentorship to the rest of the service team and their assignments.

Renewal System

• Maintain a positive and proactive working relationship with stakeholders in the renewal system, and
• Follow all CMB procedures, forms, checklists, and workbooks as outlined in the CMB Renewal System;
• Complete pre-renewal activities, customer updates, marketing, and renewal presentations on time as per company policy;
• Cross-sell or up-sell other products and services the brokerage offers to new and existing clients;
• Perform coverage review checklists annually as per the CMB Renewal System;
• Build marketing relationships with CMB designated underwriters, maintaining positive and proactive relationships with underwriting, always prioritizing the client’s needs.

Customer Service

• Follow company policies and procedures as established (Employee Handbook, Renewal Procedure, Claims Procedures, Collections and AR Procedures, etc.);
• Respond to and address all client inquiries and requests promptly;
• Control and collect deposit premiums, premiums, and finance deposits and contracts on behalf of the brokerage;
• Control and collect all outstanding underwriting requests from customers;
• Obtain and share underwriting information as required;
• Maintain, update, and organize all data, including electronic and paper filing systems;
• Prepare customer account reconciliations for accounting inquiries;
• Provide clear instructions to BSA and team for all transactions;
• Request cancellation on overdue/unpaid accounts;
• Conduct customer visits for your top 20 customers.

Team Support

• Report potential lost accounts and problems to the Service Supervisor;
• Report all potential bad debts immediately;
• Take steps to prevent Errors & Omissions and report any potential E&O to the Customer Care Supervisor;
• Supervise and check processing of Client Service Representatives and Account Managers for accuracy;
• Mentor and assist in training department Client Service Representatives.

Office Support

• Participate in weekly Team L10 meetings, staff meetings, company functions, and industry events;
• Adhere to policies and procedures outlined in the Policies and Procedures Manual;
• Utilize Agency Manager, PowerPoint, Excel, Word, ISNet World programs;
• Perform other related duties as assigned.

Knowledge And Experience

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

This job operates in a professional office environment. The description is not exhaustive, and duties may change at any time with or without notice.