Personal lines insurance expertise drives renewals, servicing, and proactive customer communication at CMB Insurance Brokers. Support assigned accounts while guiding team service.
As a Personal Lines Account Manager, you work with Sales Executives under the Service Supervisor’s direction. You manage renewal activities for assigned customers, serve as their primary insurance contact, and support brokerage growth. The position includes mentoring Customer Service Representatives and coordinating with underwriters, processing staff, and accounting. Your work follows CMB procedures, renewal systems, coverage reviews, and service policies. You will also help develop client relationships through product and service discussions.
Key Responsibilities: Complete pre-renewal activities, updates, and renewal presentations




Review customer coverage annually using required checklists
Respond to client inquiries and requests promptly
Supervise processing accuracy and mentor Customer Service Representatives
Maintain organized electronic and paper account records
Requirements: Level 2 Licensed Insurance Agent qualification
Membership in or progress toward C.I.P. or CAIB
Three to seven years in commercial insurance
Three to four years in customer service teams
Agency Manager and Microsoft Office experience
Bring renewal management, customer service, underwriting coordination, and team mentoring to personal lines accounts at CMB Insurance Brokers.

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📌 Personal Lines Insurance Account Manager (Alberta)
🏢 CMB Insurance Brokers
📍 Alberta