30 Jul
|
Socket.dev
|
Grande Prairie
30 Jul
Socket.dev
Grande Prairie
Elevate your career as a Personal Lines Account Manager at CMB. Lead customer engagement and insurance renewals while fostering growth in a supportive, values-based culture.
As a Personal Lines Manager, you will work closely with Sales Executives and the Service Supervisor to enhance account servicing and drive growth. This role involves proactive communication with clients, mentoring team members, and ensuring that all renewal processes are executed flawlessly. You'll play a crucial role in maintaining a harmonious relationship with stakeholders while facilitating marketing presentations and renewal activities.
Key Responsibilities:
• Guide growth and servicing of insurance accounts
• Maintain proactive relationships with renewal stakeholders
• Ensure timely completion of marketing and renewal presentations
• Mentor Customer Service Representatives for enhanced performance
• Facilitate collection of outstanding underwriting requests
Requirements:
• Licensed Insurance Agent (Level 1 or 2)
• 3-6 years insurance business experience required
• 3-4 years in a customer service team role
• Proficiency with Agency Manager and Microsoft Office
• Working toward C.I.P. or CAIB designation
Become the key contact for clients, ensuring proactive communication and top-tier customer service.
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📌 Personal Lines Account Manager at CMB (Grande Prairie)
🏢 Socket.dev
📍 Grande Prairie