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Added 1 hour ago
PF
Traveling Merchandiser
Performance Food Group
Kelowna, BC
- Full-time
Added 1 hour ago
CH
DZ Route Driver
Clean Harbors
Brampton, ON
- Full-time
Safety-Kleen, a Clean Harbors Company, in Brampton, ON is seeking a Sales and Service Representative (SSR) to join their safety conscious team! The SSR will be responsible for both daily…
Added 2 hours ago
PF
Traveling Merchandiser
Performance Food Group
Kamloops, BC
- Full-time
Added 2 hours ago
AS
Part Time Retail Sales Representative - Temporary
Advantage Solutions
Calgary, AB
- Part-time
We are hiring a Retail Sales Merchandiser who can work effectively with store management
Added 2 hours ago
PF
Contract Inside Sales Representative
Performance Food Group
Milton, ON
- Contract
Added 2 hours ago
IB
Seasonal Customer Experience Representative
Indigo Books & Music
Nelson, BC
- Part-time
Added 3 hours ago
I
Seasonal Customer Experience Representative
Indigo
Nelson, BC
- Part-time
Added 3 hours ago
PM
Retail Assistant Store Manager- Fashion Outlets of Chicago
POP MART
Toronto, ON
- Full-time
Added 3 hours ago
HB
Store Manager - BOSS Outlet, Cross Iron Mills
HUGO BOSS Canada, Inc.
AB · Rocky View, CA-ON
- Other
Added 4 hours ago
NB
Banking advisor
National Bank of Canada
Gatineau, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already ha
Added 4 hours ago
HB
Part Time Sales Associate - BOSS Store, Sherway Gardens
HUGO BOSS Canada, Inc.
Toronto, ON · Etobicoke, CA-ON
- Part-time
- Other
Added 4 hours ago
HB
Assistant Store Manager - BOSS Outlet, Cross Iron Mills
HUGO BOSS Canada, Inc.
Rocky View, AB
- Other
Added 4 hours ago
HB
Store Manager - BOSS Store, Chinook
HUGO BOSS Canada, Inc.
Calgary, AB
- Other
Added 4 hours ago
SP
Enterprise Account Executive - Canada
Salesforce Partner Canada
Toronto, ON
- Full-time
Added 5 hours ago
HB
Part Time Sales Associate - BOSS Store, Laval
HUGO BOSS Canada, Inc.
Laval, QC
- Part-time
- Other
Added 5 hours ago
HB
Part Time Sales Associate - BOSS Store - Rideau
HUGO BOSS Canada, Inc.
Ottawa, ON
- Part-time
- Other
Added 7 hours ago
PM
Retail Sales Associate - Toronto Premium Outlets
POP MART
Toronto, ON
- Part-time
Added 8 hours ago
VC
Inside Sales Representative
Viessmann Climate Solutions
Langley (District), BC · Langley, BC
- $33,000 to $83,000 CAD / year
- Full-time
Added 9 hours ago
PM
Retail Sales Associate - Vaughan Mills Mall
POP MART
Vaughan, ON
- Part-time
Added 9 hours ago
PM
Retail Sales Associate - Sherway Gardens
POP MART
Toronto, ON · Sherway Gardens
- Part-time
Added 9 hours ago
PM
Retail Store Manager - Vaughan Mills Mall
POP MART
Vaughan, ON
- Full-time
Added 9 hours ago
PM
Retail Sales Associate - Toronto Eaton
POP MART
Toronto, ON
- Part-time
Added 9 hours ago
PM
Retail Sales Lead- Vaughan Mills Mall
POP MART
Vaughan, ON
- Part-time
Added 9 hours ago
PM
Retail Sales Lead - Sherway Gardens
POP MART
Toronto, ON · Sherway Gardens
- Part-time
Added 9 hours ago
PM
Retail Sales Associate - Sherway Gardens
POP MART
Toronto, ON · Scarborough Town
- Part-time

CMB Insurance Brokers

Account Manager

Lethbridge, AB, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 15, 2026
Posting language: English
Posted: Oct 16, 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

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More about this job

Responsibilities

Manage new and existing insurance accounts, including renewals, marketing, coverage reviews, client inquiries, premium collection, and coordination with underwriters. Support and mentor customer service staff, oversee transaction accuracy, maintain account records, and help prevent account losses and errors and omissions.

Requirements

The role calls for experience managing insurance accounts and renewals, providing responsive client service, and coordinating with sales, underwriting, accounting, and processing teams. It also requires the ability to mentor staff, follow company procedures, maintain accurate records, and use Agency Manager, PowerPoint, Excel, Word, and ISNet World.

Skills

Account Management
Insurance Renewals
Customer Service
Cross-Selling
Upselling
Underwriting Coordination
Premium Collection
Account Reconciliation
Data Management
Team Mentoring
Staff Training
Quality Control
Risk Management
Microsoft Excel
Microsoft Word

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
Renewal Presentations
Coverage Reviews
Cross-Selling
Upselling
Underwriting
Premium Collection
Finance Deposits
Customer Service Representatives
Account Reconciliation
Claims Procedures
Collections
Accounts Receivable
Errors And Omissions
Agency Manager
PowerPoint
Excel
Word
ISNet World

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