Posted 25 months ago
CMB - EDM - Sr AM
@ CMB Insurance Brokers
Edmonton, Alberta
Overview
CMB Insurance Brokers is hiring a Senior Account Manager to lead the renewal and servicing of an assigned book of business and mentor the customer service team. The work is full-time in a professional office environment.
Responsibilities:
- Renew assigned customer accounts (book of business) on time per the CMB Renewal System
- Cross-sell and up-sell products to new and existing clients
- Supervise and check Customer Service Representatives' processing for accuracy
- Mentor and train customer service representatives
- Report potential lost accounts, bad debts and errors and omissions to the team lead
Requirements summary:
- Experience in insurance account management or renewals
- Strong customer service and client relationship skills
- Proficiency in Agency Manager, ISNet World, Excel, Word and PowerPoint
- Ability to follow established company policies and procedures
Tools & skills
Source and dates
Source type not verified · humi
- Employer posting date
- 2024-10-07
- First seen by our source
- 2026-10-15
- Source record updated
- 2026-10-15
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Senior |
| Department | Sales |
| Manages people | Yes |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
Summary and details written by AI from the posting; the employer’s posting is the authority.
CMB Insurance Brokers
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Buy your insurance with confidence. Plan, prepare and protect what matters most.
Full company description
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.
- LinkedIn followers
- 2,801
- People associated on LinkedIn
- 83
- Reported office locations
- #201, 1430 - 91 Street, Edmonton, Alberta T6X 1M5, CA
- Other recorded names
- CMB Insurance Brokers
- Specialties
- Transportation
- OiI & Gas
- Construction & Manufacturing
- and VIP Home & Auto
- Profile identifies a recruitment agency
- No
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…
| Field | Value |
|---|---|
| Industry | Insurance |
| Company size | 51-200 employees |
| Headquarters | Edmonton, Alberta |
| Organization type | Privately Held |
| Year founded | 1986 |
| Specialties | TransportationOiI & GasConstruction & Manufacturingand VIP Home & Auto |
| Open jobs on Jobsy | 36 |
| View page |
As an Account Manager, 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.
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;
- 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 Senior Account Manager (Team Lead);
- report all potential bad debts immediately to the Senior Account Manager (Team Lead);
- take all steps to prevent Errors & Omissions, and report any potential E&O to the Senior Account Manager (Team Lead);
- supervise and check the processing of the Customer Service Representatives to ensure accuracy;
- mentor and provide training assistance to department Customer Service Representative
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.
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.
Journal
Only you can see this. Kept on this device, and in your account when you sign in.