Posted 9 months ago
CMB - Sask - AM
@ CMB Insurance Brokers
Saskatoon, Saskatchewan
Overview
CMB Insurance Brokers is hiring a full-time Account Manager in Saskatchewan to plan, lead and grow renewals and servicing for a book of business while mentoring the Customer Service Representatives. The role works in a professional office environment under a Senior Account Manager team lead.
Responsibilities:
- Perform renewal of assigned customer book of business
- Cross-sell and up-sell brokerage products and services
- Respond to client inquiries and manage underwriting requests
- Supervise and check Customer Service Representative processing
- Mentor and train Customer Service Representatives
Requirements summary:
- Experience in insurance account management or renewals
- Strong organizational and record-keeping skills
- Proficiency in Agency Manager, ISNet World and Microsoft Office
- Ability to mentor and supervise staff
- Commitment to CMB core values
Tools & skills
Source and dates
Source type not verified · humi
- Employer posting date
- 2026-02-10
- 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 | Mid level |
| 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, working with the Sales Team and under the direction of the Senior Account Manager (Team Lead), 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 keeping 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
· Demonstrate and uphold all of CMB’s core values
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.
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