Senior Account Manager

2 days ago

AB Canada CMB Insurance Brokers Full time

Overview 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 provide oversight, guidance and mentorship to the rest of the service team and their assignments. Responsibilities Renewal System : Maintain a positive and proactive working relationship with stakeholders in the renewal system; 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; annual coverage review checklists as per the CMB Renewal System; build marketing relationships with CMB designated underwriters and maintain a positive, proactive relationship with underwriting, always putting the client’s needs first. Customer Service : follow company policies and procedures; respond to and address all client inquiries and requests in a timely manner; manage deposit premiums, premiums, finance deposits and contracts; ensure all outstanding underwriting requests are obtained; maintain and organize data; prepare customer account reconciliations; provide clear instructions to BSA and team for all transactions; request cancellation on overdue/unpaid accounts; provide customer visits for top 20 clients. Team Support : report problems on potential lost accounts; report potential bad debts; take steps to prevent Errors & Omissions and report E&O to the Customer Care Supervisor; supervise and check the processing of the Client Service Representatives and Account Managers; mentor and provide training to department Client Service Representatives. Office Support : lead, attend and participate in weekly Team L10 meetings, general staff meetings, company functions, and industry events; adhere to policies and procedures; utilize Agency Manager, PowerPoint, Excel, Word, and ISNet World programs; perform other related duties as assigned. Knowledge and Experience / Qualifications Level 2 Licensed Insurance Agent Member of or currently working towards CIP 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 Additional Details Seniority level : Mid-Senior level Employment type : Full-time Job function : Customer Service Industries : Insurance and Insurance Agencies and Brokerages #J-18808-Ljbffr

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