CMB Insurance Brokers
Insurance Account Manager - Personal Lines
Job Description
Transform your career with CMB as an Insurance Account Manager specializing in Personal Lines. Engage deeply with clients and oversee account renewals while thriving in a supportive workplace.
In this strategic role, you will ensure effective account management and client servicing. Collaborate with Sales Executives to enhance customer relationships, manage renewals effectively, and support your team of Customer Service Representatives. CMB offers comprehensive benefits from your first day and invests in your professional growth.
Key Responsibilities:
• Lead renewal processes and client communications
• Handle new and existing client inquiries
• Support up-selling and cross-selling initiatives
• Maintain and organize data management systems
• Monitor and report on account risks and issues
Requirements:
• Insurance Agent (Level 1 or 2) credential
• 3-6 years in the insurance industry
• Experience in a...
In this strategic role, you will ensure effective account management and client servicing. Collaborate with Sales Executives to enhance customer relationships, manage renewals effectively, and support your team of Customer Service Representatives. CMB offers comprehensive benefits from your first day and invests in your professional growth.
Key Responsibilities:
• Lead renewal processes and client communications
• Handle new and existing client inquiries
• Support up-selling and cross-selling initiatives
• Maintain and organize data management systems
• Monitor and report on account risks and issues
Requirements:
• Insurance Agent (Level 1 or 2) credential
• 3-6 years in the insurance industry
• Experience in a...