Account Manager

4 weeks ago

Calgary, Canada CMB Insurance Brokers Full time

**General Description**

As a Business Service Specialist, working with the Sales Executives and under the direction of the VP, Operations, 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 act as to go to contact for all of the customer insurance needs. You are responsible for maintaining a positive and proactive customer communication at all times while perform all renewal activities for 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 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 be responsible for the collection of deposit premiums, premiums, and finance deposits and contracts on behalf of the brokerage;
- control and be responsible for 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;
- customer visits on your top 20 customers.

**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.**

**TEAM SUPPORT -**
- Report any problems on potential lost accounts before occurrence to the Director of Service/ Vice President of Operations;
- report all potential bad debts immediately to the Director of Service/ Vice President of Operations;
- take all steps to prevent Errors & Omissions, and report any potential E&O to the Director of Service/ Vice President of Operations;
- supervise and check the processing of the Customer Service Representatives to ensure accuracy;
- mentor and provide training assistance to department Customer Service Representative; and,

**OFFICE SUPPORT -**
- Attend & participate in Account Manager/CSR Meetings, general staff meetings, company functions, and attended Chamber of Commerce 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;
- and other related duties as assigned.

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

**Salary**: $60,000.00-$75,000.00 per year

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