Manage insurance renewals, client servicing, and account growth as an Account Manager supporting CMB’s Sales Team in a qualified office environment.
Working under the Service Supervisor, you will manage new and existing business while guiding clients through renewal activities. The role includes cross-selling, underwriting coordination, customer service, account reconciliation, and team mentorship. You will also support processing accuracy and department procedures.
Key Responsibilities:
- Maintain proactive relationships with renewal system stakeholders
- Complete pre-renewal activities and renewal presentations on time
- Cross-sell or up-sell brokerage products and services
- Respond to client inquiries and requests promptly
- Mentor Customer Service Representatives and check processing accuracy
Requirements:
- Ability to follow CMB procedures, forms, and checklists
- Experience managing new and existing client accounts
- Ability to collect premiums and underwriting requests
- Ability to organize electronic and paper filing systems
- Proficiency using Agency Manager, PowerPoint, Excel, and Word
Support CMB account growth through renewals, client service, underwriting relationships, accurate processing, and team guidance.