Posted 5 months ago
CMB - GP - Sr AM
@ CMB Insurance Brokers
Grande Prairie, Alberta
Overview
CMB Insurance Brokers is hiring a Senior Account Manager to lead renewal and servicing of the branch book of business, working with Producers under the Service Supervisor. The role covers renewals, customer communication, premium collection, underwriting liaison and mentoring the service team. The posting describes a full-time office position.
Responsibilities:
- Plan and lead renewals and servicing of the branch book of business
- Handle customer inquiries, requests and premium collection
- Supervise and check processing by Client Service Representatives and Account Managers
- Mentor and train department Client Service Representatives
- Report potential lost accounts, bad debts and errors to supervisors
Requirements summary:
- Experience in insurance account servicing or renewals
- Strong customer communication and relationship skills
- Ability to supervise, mentor and train team members
- Proficiency in Excel, Word, PowerPoint and ISNet World
Tools & skills
Source and dates
Source type not verified · humi
- Employer posting date
- 2026-05-29
- 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 | Business operations |
| 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 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.
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.
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.
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