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Account • brooks ab
- Promoted
Account Manager
CMB Insurance BrokersGreater Edmonton Metropolitan Area, Canada- Promoted
Account Manager
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CMB Insurance BrokersGreater Edmonton Metropolitan Area, Canada- Full-time
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
TEAM SUPPORT
OFFICE SUPPORT
KNOWLEDGE & EXPEREINCE
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.