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Added 1 min ago
Business Systems Analyst (Computer Services Officer 3)
The Government of Nova Scotia
Halifax, NS
Added 1 min ago
T
Part Time Sales Representative | Intercity Shopping Centre
TELUS
Thunder Bay, ON
- Part-time
We work tirelessly in our stores to provide best in class service to our customers, and in our communities to enrich the lives of Canadians with all acts of kindness - big and small
Added 1 min ago
M
Licensed Customer Service Representative
MutualONE
Seaforth, ON
- Full-time
As a Licensed Customer Service Representative (CSR), you'll play a key role in supporting
Added 1 min ago
M
Licensed Customer Service Representative
MutualONE
Ilderton, ON
- Full-time
As a Licensed Customer Service Representative (CSR), you'll play a key role in supporting
Added 1 min ago
S
Associate Applications Engineer
Semtech
Burlington, ON · CAN - Burlington, ON
- Full-time
Added 1 min ago
Customer Service Representative
U-Haul
Moncton, NB
…in search of friendly, motivated people for the position of Customer Service Representative. As a Customer Service Representative, you will work as part of a supportive team…
Added 1 min ago
D
Personal Finance Advisor
Desjardins
Saint-Sauveur, QC · Sainte-Adèle, QC
- Full-time
Added 1 min ago
D
Personal Finance Advisor
Desjardins
Montreal, QC · Caisse Desjardins de Lachine
- Full-time
Added 1 min ago
D
Personal Finance Advisor
Desjardins
Saint-Sauveur, QC · Sainte-Adèle, QC
- Full-time
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CK
Customer Service Representative
Circle K
Corner Brook, NL
- Part-time
As a Customer Service Representative, you will enjoy:
Added 1 min ago
Customer Service Representative
Circle K
Dieppe, NB
As a Customer Service Representative, you will enjoy:
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CK
Customer Service Representative
Circle K
Bridgetown, NS
- Part-time
As a Customer Service Representative, you will enjoy:
Added 1 min ago
C
Financial Services Representative II
CIBC
Kawartha Lakes, ON · Bobcaygeon
- Full-time
Added 17 mins ago
QM
Représentant des comptes de vente au détail / Retail Sales Account Representative
Quantum Management Services Ltd.
Montreal, QC
- $60,000 to $67,000 CAD / year
- Contract
Added 17 mins ago
I
Seasonal Customer Experience Representative
Indigo
Sault Ste. Marie, ON
- Part-time
…and that stories – big and little – connect us. Indigo is our customer’s happy place – for joyful moments of discovery and to connect with people who share their passion for reading, their…
Added 17 mins ago
S
Salesperson
StafinGo
Moncton, NB
- Full-time
…closing sales. This role requires strong communication and customer service skills, a confident and persuasive approach, and the ability to build lasting…
Added 17 mins ago
TV
New Business Associate
The Vantage Talent Group
Montreal, QC
- $70,000 to $100,000 CAD / year
- Full-time
Added 17 mins ago
BS
Order Management Representative
Blackline Safety
Calgary, AB
- Full-time
As an Order Management Representative, you'll be at the center of our customer order journey, helping ensure customer and distributor orders move through the business accurately,…
Added 17 mins ago
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Full-Stack Software Engineer - React
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Toronto, ON · Waterloo, ON
- Full-time
Added 17 mins ago
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National Sales Leadership Coordinator
Manulife
Vancouver, BC · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
Added 17 mins ago
General Worker, Food Services
Nova Scotia Health and IWK Health
Halifax, NS
Union Status: Unifor Service, Support Bargaining Unit
Added 17 mins ago
E
Representative - Customer Service
EECOL
Surrey, BC
- Full-time
Added 17 mins ago
KS
Credit Card Sales Representative
Kognitive Sales Solutions
London, ON
- Part-time
Added 17 mins ago
KS
Field Marketing Representative
Kognitive Sales Solutions
Orangeville, ON
- Full-time
…foster connections with consumers in-store. As a Field Marketing Representative, your primary role will be to educate customers and drive sales of Financial Products on behalf of one of…
Added 17 mins ago
KS
Field Marketing Representative
Kognitive Sales Solutions
Innisfil, ON
- Part-time
…and connections with consumers in-store. As a Financial Sales Representative, you will be educating and offering Financial Products on behalf of one of the most trusted and iconic Canadian…

CMB Insurance Brokers

Account Manager

Saskatoon, SK, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 7, 2026
Posting language: English
Posted: Oct 8, 2026

Original job description

As an Account Manager, working with the Sales Team and under the direction of the Service Supervisor, you will support the growth, placement, renewal, and ongoing servicing of client accounts. You will play an important role in managing both new and existing business while providing guidance and mentorship to other members 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 basis 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

Be familiar with and follow company policies and procedures as established (Employee Handbook, Renewal Procedure, Claims Procedures, Collections and AR Procedures, etc.) and
Respond to and address all client inquiries and requests in a timely manner;
Assist the Sales Team in the collection of deposit premiums, premiums, and finance deposits and contracts on behalf of the brokerage;
Assist the Sales Team in the collection of all outstanding underwriting requests from customers
Constantly obtain and share underwriting information required;
Maintain, update, and organize all data - electronic & paper filing systems utilized by the department/organization;
Prepare customer account reconciliations for accounting inquiries;
Provide clear instructions to CSR and Processing team for all transactions;
Request cancellation on all overdue/unpaid accounts;

TEAM SUPPORT

Report any problems on potential lost accounts before occurrence to the Service Supervisor;
Report all potential bad debts immediately to the Service Supervisor;
Take all steps to prevent Errors & Omissions, and report any potential E&O to the Service Supervisor;
Supervise and check the processing of the Customer Service Representatives to ensure accuracy;
Mentor and provide training assistance to department Customer Service Representative
Demonstrate and uphold all CMB’s core values

OFFICE SUPPORT

Attend & participate in Account Manager/CSR Meetings, general staff meetings, company functions;
Abide by and adhere to the policies and procedures as outlined in the Policies and Procedures Manual;
Utilize the Agency Manager, PowerPoint, Excel, Word, ISNet World programs; and other related duties as assigned.

This job operates in a professional office environment. Please note that 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

Apply About employer

More about this job

Responsibilities

Manage new and existing insurance accounts through renewals, marketing, client service, coverage reviews, and cross-selling, while coordinating with clients, underwriters, and internal teams. Support and mentor customer service staff, oversee transaction accuracy, manage account-related collections and records, and report potential account, debt, or errors-and-omissions risks.

Requirements

The role calls for experience managing insurance accounts and renewals, providing responsive customer service, coordinating underwriting information, and supporting sales and collections. It also requires the ability to mentor and check the work of customer service representatives, follow company procedures, and use Agency Manager, PowerPoint, Excel, Word, and ISNet World.

Skills

Account Management
Renewal Management
Customer Service
Cross-Selling
Upselling
Insurance Marketing
Underwriting Coordination
Premium Collection
Account Reconciliation
Data and Records Management
Team Mentoring
Staff Training
Quality Control
Risk and Errors & Omissions Prevention
Microsoft Office

Visa sponsorship

Not detected in the job text

Keywords

Insurance
Insurance Brokerage
Account Management
Sales Team
Client Accounts
Renewal System
Pre-Renewal Activities
Customer Updates
Marketing Presentations
Coverage Reviews
Cross-Selling
Upselling
Underwriting
Customer Service
Premium Collection
Finance Contracts
Account Reconciliation
Customer Service Representatives
Errors & Omissions
Agency Manager
PowerPoint
Excel
Word
ISNet World

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