Senior Account Manager
3 weeks ago
As a Senior Account Manager, working with the Risk Consultants 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 provide oversight, guidance and mentorship to the rest of the service team and their assignments.
Renewal System:
- Maintain a positive and proactive working relationship with keep 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;
- 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 required;
- Maintain, update, and organize all data including, electronic & paper filing systems utilized by the department/organization;
- Prepare customer account reconciliations for accounting inquiries;
- Provide clear instructions to BSA and team for all transactions;
- Request cancellation on all overdue/unpaid accounts;
- Provide customer visits on your top 20 customers.
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 Customer Care Supervisor;
- Supervise and check the processing of the Client Service Representatives and Account Managers to ensure accuracy;
- Mentor and provide training assistance to department Client Service Representatives
Office Support:
- Lead, attend & participate in weekly Team L10 meetings, general staff meetings, company functions, and attended Chamber of Commerce Events or other industry events;
- 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;
- Other related duties as assigned.
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
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.
Job Type: Full-time
Pay: From $70,000.00 per year
Benefits:
- Company events
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Tuition reimbursement
- Vision care
Schedule:
- Monday to Friday
Work Location: In person
#J-18808-Ljbffr-
Senior Account Manager
21 hours ago
Calgary, Canada Charter Telecom Full timeSummary: The Senior Account Manager will join alongside our 100+ strong family team, to generate new sales in new accounts with the most complete solution sales offerings available in Canada. Working closely with the likes of Juniper, Cisco, Extreme, Nutanix, and Tintri, along with Charter's in house highly certified, highly respected team of engineers and...
-
Senior Account Manager
19 hours ago
Calgary, Canada Charter Telecom Full timeSummary: The Senior Account Manager will join alongside our 100+ strong family team, to generate new sales in new accounts with the most complete solution sales offerings available in Canada. Working closely with the likes of Juniper, Cisco, Extreme, Nutanix, and Tintri, along with Charter's in house highly certified, highly respected team of engineers and...
-
Senior Account Manager
19 hours ago
Calgary, Canada Charter Telecom Full timeSummary: The Senior Account Manager will join alongside our 100+ strong family team, to generate new sales in new accounts with the most complete solution sales offerings available in Canada. Working closely with the likes of Juniper, Cisco, Extreme, Nutanix, and Tintri, along with Charter's in house highly certified, highly respected team of engineers and...
-
Senior Sales Account Manager
7 days ago
Calgary, Canada Robert Half Full timeOur Senior Sales Account Manager work in a team environment and have responsibility for negotiating and developing business with new and current clients. Senior Sales Account Managers market our services via telephone, video and by conducting in-person meetings with hiring managers and decision-ma
-
geoLOGIC – Senior Account Manager
20 hours ago
Calgary, Canada Leaders International Full timeAs a Senior Account Manager, you will be responsible for selling software and data solutions to the Energy sector. Working closely with various stakeholders at all levels within the Company, you will be required to manage a complex sales cycle, to apply critical thinking, to understand market dynamics and to develop keen knowledge and awareness of...
-
geoLOGIC – Senior Account Manager
18 hours ago
Calgary, Canada Leaders International Full timeAs a Senior Account Manager, you will be responsible for selling software and data solutions to the Energy sector. Working closely with various stakeholders at all levels within the Company, you will be required to manage a complex sales cycle, to apply critical thinking, to understand market dynamics and to develop keen knowledge and awareness of...
-
geoLOGIC – Senior Account Manager
19 hours ago
Calgary, Canada Leaders International Full timeAs a Senior Account Manager, you will be responsible for selling software and data solutions to the Energy sector. Working closely with various stakeholders at all levels within the Company, you will be required to manage a complex sales cycle, to apply critical thinking, to understand market dynamics and to develop keen knowledge and awareness of...
-
Senior Sales Account Manager
7 days ago
Calgary, Canada EightSix Network Inc Full timeOur Senior Sales Account Manager work in a team environment and have responsibility for negotiating and developing business with new and current clients.Senior Sales Account Managers market our services via telephone, video and by conducting in-person meetings with hiring managers and decision-makers in administrative and customer support...
-
Senior Sales Account Manager
7 days ago
Calgary, Canada EightSix Network Inc Full timeOur Senior Sales Account Manager work in a team environment and have responsibility for negotiating and developing business with new and current clients.Senior Sales Account Managers market our services via telephone, video and by conducting in-person meetings with hiring managers and decision-makers in administrative and customer support...
-
Senior Sales Account Manager
7 days ago
Calgary, Canada EightSix Network Inc Full timeOur Senior Sales Account Manager work in a team environment and have responsibility for negotiating and developing business with new and current clients.Senior Sales Account Managers market our services via telephone, video and by conducting in-person meetings with hiring managers and decision-makers in administrative and customer support...
-
Senior Accountant
2 days ago
Calgary, Canada Recruitment Partners inc. Full time2 weeks ago Be among the first 25 applicants Our client is searching for an experience Senior Accountant to join their team in Calgary. A successful candidate will be responsible for overseeing managing and supervising all aspects of the company's accounting functions.Your Success Will Be Defined By Your Ability ToReview and approve bookkeeping...
-
Senior Accountant
1 day ago
Calgary, Canada Recruitment Partners inc. Full time2 weeks ago Be among the first 25 applicants Our client is searching for an experience Senior Accountant to join their team in Calgary. A successful candidate will be responsible for overseeing managing and supervising all aspects of the company's accounting functions.Your Success Will Be Defined By Your Ability ToReview and approve bookkeeping...
-
Senior Accountant
1 day ago
Calgary, Canada Recruitment Partners inc. Full time2 weeks ago Be among the first 25 applicants Our client is searching for an experience Senior Accountant to join their team in Calgary. A successful candidate will be responsible for overseeing managing and supervising all aspects of the company's accounting functions.Your Success Will Be Defined By Your Ability ToReview and approve bookkeeping...
-
Senior Sales Account Manager
1 week ago
Calgary, Canada Robert Half Full timeOur Senior Sales Account Manager work in a team environment and have responsibility for negotiating and developing business with new and current clients. Senior Sales Account Managers market our services via telephone, video and by conducting in-person meetings with hiring managers and decision-makers in administrative and customer support departments....
-
Senior Sales Account Manager
5 days ago
Calgary, Canada Robert Half Full timeOur Senior Sales Account Manager work in a team environment and have responsibility for negotiating and developing business with new and current clients. Senior Sales Account Managers market our services via telephone, video and by conducting in-person meetings with hiring managers and decision-makers in administrative and customer support...
-
Senior Sales Account Manager
5 days ago
Calgary, Canada Robert Half Full timeOur Senior Sales Account Manager work in a team environment and have responsibility for negotiating and developing business with new and current clients. Senior Sales Account Managers market our services via telephone, video and by conducting in-person meetings with hiring managers and decision-makers in administrative and customer support departments....
-
Senior Sales Account Manager
5 days ago
Calgary, Canada Robert Half Full timeOurSenior Sales Account Managerwork in a team environment and have responsibility for negotiating and developing business with new and current clients.Senior Sales Account Managers market our services via telephone, video and by conducting in-person meetings with hiring managers and decision-makers in administrative and customer support...
-
Senior Sales Account Manager
6 days ago
Calgary, Canada Robert Half Full timeOur Senior Sales Account Manager work in a team environment and have responsibility for negotiating and developing business with new and current clients. Senior Sales Account Managers market our services via telephone, video and by conducting in-person meetings with hiring managers and decision-makers in administrative and customer support departments....
-
Senior Sales Account Manager
1 week ago
Calgary, Canada Robert Half Full timeOur Senior Sales Account Manager work in a team environment and have responsibility for negotiating and developing business with new and current clients. Senior Sales Account Managers market our services via telephone, video and by conducting in-person meetings with hiring managers and decision-makers in administrative and customer support departments....
-
Senior Sales Account Manager
2 weeks ago
Calgary, Canada Robert Half Full timeOur Senior Sales Account Manager work in a team environment and have responsibility for negotiating and developing business with new and current clients. Senior Sales Account Managers market our services via telephone, video and by conducting in-person meetings with hiring managers and decision-makers in administrative and customer support departments....
