Account Manager

Job summary

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.

Job details

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

What you’ll do

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.

Listed skills

• Customer service · Preferred
• Account Management · Preferred
• Quality Control · Preferred
• Microsoft Office · Preferred
• Upselling · Preferred
• Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Account Management
• Client Relationship 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

Job areas

• Sales
• Customer Service & Support
• Management & Leadership
• Finance & Accounting

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