Publié il y a 27 jours
Lethbridge AM
@ CMB Insurance Brokers
Lethbridge, Alberta
En bref
CMB Insurance Brokers is hiring a full-time Account Manager in Lethbridge to handle renewals and service for an assigned book of business. The role also covers cross-selling, supervising and mentoring customer service staff, and keeping accounts and records accurate.
Responsabilités :
- Renew assigned customer accounts on time per CMB Renewal System
- Cross-sell and up-sell products to new and existing clients
- Respond to client inquiries and address underwriting requests
- Supervise, check and mentor Customer Service Representatives
- Report potential lost accounts, bad debts and errors to the Service Supervisor
Résumé des exigences :
- Experience in insurance brokerage or account management
- Familiarity with renewal and claims procedures
- Proficiency with Agency Manager, Excel, Word and PowerPoint
- Strong organizational and record-keeping skills
- Ability to mentor and train staff
Outils et compétences
Source et dates
Type de source non vérifié · humi
- Date publiée par l’employeur
- 2026-10-14
- Première détection par notre source
- 2026-10-15
- Mise à jour du dossier source
- 2026-10-15
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Intermédiaire |
| Domaine | Ventes |
| Heures par semaine | 40 (estimé) |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
CMB Insurance Brokers
Profil d’entreprise sauvegardé
Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.
Buy your insurance with confidence. Plan, prepare and protect what matters most.
Description complète de l’entreprise
CMB Insurance Brokers provides customized insurance solutions for Alberta businesses, specializing in the transportation, energy, construction, and manufacturing sectors. Since 1986, we’ve helped businesses reduce risk, control insurance costs, and minimize disruptions through proactive service and tailored insurance programs. CMB is a privately owned Canadian company with independent local ownership and leadership focused on client needs. Headquartered in Edmonton, we serve over 4,000 clients, manage more than $10 billion in client assets, and employ over 170 professionals across 11 locations in Canada. Our team is recognized for industry expertise, responsive service, and innovative insurance solutions.
- Abonnés LinkedIn
- 2 801
- Personnes associées sur LinkedIn
- 83
- Bureaux déclarés
- #201, 1430 - 91 Street, Edmonton, Alberta T6X 1M5, CA
- Autres noms enregistrés
- CMB Insurance Brokers
- Spécialités
- Transportation
- OiI & Gas
- Construction & Manufacturing
- and VIP Home & Auto
- Le profil indique une agence de recrutement
- Non
CMB Insurance Brokers provides customized insurance solutions for Alberta businesses, specializing in the transportation, energy, construction, and manufacturing sectors. Since 1986, we’ve helped businesses reduce risk, control insurance costs, and minimize disruptions through proactive service and tailored insurance programs. CMB is a privately owned Canadian company with independent local ownership and leadership…
| Champ | Valeur |
|---|---|
| Secteur | Insurance |
| Taille | 51-200 employees |
| Siège social | Edmonton, Alberta |
| Type d’organisation | Privately Held |
| Fondée en | 1986 |
| Spécialités | TransportationOiI & GasConstruction & Manufacturingand VIP Home & Auto |
| Offres sur Jobsy | 36 |
| Voir la page |
As an Account Manager, working with the Sales Team and under the direction of the Service Supervisor, 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.
KEY RESPONSIBILITIES
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 value
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.
Journal
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