Senior Account Manager
4 weeks ago
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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Senior Account Manager
2 weeks ago
, AB, Canada Dye & Durham Corporation Full timeSenior Account Manager at Dye & Durham Corporation Location: Remote Employment type: Full-time Seniority level: Mid-Senior level Job function: Sales and Business Development Key Responsibilities Drive revenue growth by identifying, qualifying, and closing new business opportunities with prospective clients. Manage the full sales cycle, from initial outreach...
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Senior Account Manager
3 weeks ago
, , Canada Forrester Research, Inc. Full timeOverview At Forrester, we’re trusted to work on trailblazing, mission critical problems that business and technology leaders face today. We’re always looking to empower talented individuals to perform at their best every day. We’re proud of our community of smart people and vibrant voices who come together to do what’s right by our clients and each...
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Senior Account Manager
4 weeks ago
, , Canada NP Digital Full time1 day ago Be among the first 25 applicants Direct message the job poster from NP Digital TITLE Senior Account Manager DEPARTMENT Client Services DIVISION NP Digital Canada LOCATION Remote (1 day in office) – GTA, Canada ABOUT OUR COMPANY NP Digital (NPD) is a global award‑winning performance marketing agency. In 2024 Campaign Magazine labeled us the...
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Senior Manager, Finance
22 hours ago
, , Canada Public Services Health & Safety Association Full timeJoin to apply for the Senior Manager, Finance & Accounting role at Public Services Health & Safety Association Join to apply for the Senior Manager, Finance & Accounting role at Public Services Health & Safety Association Direct message the job poster from Public Services Health & Safety Association Governance & People Leader | HR Strategy | Board Relations...
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Senior Account Manager
2 weeks ago
Calgary, AB, Canada Hays Full time €60,000Senior Account Manager – Calgary Base Salary: starting at $60k + uncapped commission Location: Unit 1550, 639 5th Avenue SW, Alberta, T2P 0M9 Work Model: Hybrid – 3 days onsite (8:30 AM–5:00 PM) Start Date: ASAP About Hays At Hays, we're more than a recruitment agency, we're global leaders in workforce solutions with over 50 years of success across 31...
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Senior Account Manager
3 weeks ago
Calgary, AB, Canada Hays Full time €60,000Senior Account Manager – Calgary Base Salary: starting at $60k + uncapped commission Location: Unit 1550, 639 5th Avenue SW, Alberta, T2P 0M9 Work Model: Hybrid – 3 days onsite (8:30 AM–5:00 PM) Start Date: ASAP About Hays At Hays, we’re more than a recruitment agency, we’re global leaders in workforce solutions with over 50 years of success across...
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Senior Account Manager
3 weeks ago
Calgary, AB, Canada Hays Full time €60,000Senior Account Manager – Calgary Base Salary: starting at $60k + uncapped commission Location: Unit 1550, 639 5th Avenue SW, Alberta, T2P 0M9 Work Model: Hybrid – 3 days onsite (8:30 AM–5:00 PM) Start Date: ASAP About Hays At Hays, we’re more than a recruitment agency, we’re global leaders in workforce solutions with over 50 years of success across...
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Senior Account Manager
3 weeks ago
Alberta (AB), Canada Hays Full timeSenior Account Manager - CalgaryBase Salary: starting at $60k + uncapped commissionLocation: Unit 1550, 639 5th Avenue SW, Alberta, T2P 0M9Work Model: Hybrid - 3 days onsite (8:30 AM-5:00 PM)Start Date: ASAPAbout HaysAt Hays, we're more than a recruitment agency, we're global leaders in workforce solutions with over 50 years of success across 31 countries....
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Senior Manager/Manager
4 weeks ago
, , Canada Melo LLP Full timeThis range is provided by Melo LLP. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range CA$80,000.00/yr - CA$135,000.00/yr Melo LLP is currently seeking a highly skilled and experienced Senior Manager— or a Manager ready to advance—to join our reputable public accounting practice. This is...
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Senior Manager, Accounting
2 days ago
Canada Sunrise Credit Union Full timeTitle: Senior Manager, Accounting & ControllershipLocation: To be determinedPosition Close Date: January 26, 2026At Sunrise Credit Union, we believe in more than banking — we believe in strengthening our communities, empowering our members, and enabling teams to bring their best ideas forward. As one of Manitoba's fastest-growing credit unions, we pride...
