Job Description
Elevate client relationships as an Account Manager at CMB Brokerage. Focus on maintaining proactive alliances and driving renewals, ensuring all processes align with company standards.
This role emphasizes commercial account management and customer service expertise. You will sustain positive ties with stakeholders, execute pre-renewal marketing activities, and assist in premium collections. Your leadership will guide Customer Service Representatives in independent responsibilities and foster team collaboration around client needs.
Key Responsibilities:
• Maintain relationships with renewal system stakeholders
• Execute pre-renewal activities and presentations on time
• Assist Sales Team in collecting outstanding premiums
• Supervise Customer Service Representatives for accuracy
• Prepare account reconciliations and manage data filing
Requirements:
• Level 2 Licensed Insurance Agent
• 3-5 years in commercial account management
• 3-4 years in customer se...
This role emphasizes commercial account management and customer service expertise. You will sustain positive ties with stakeholders, execute pre-renewal marketing activities, and assist in premium collections. Your leadership will guide Customer Service Representatives in independent responsibilities and foster team collaboration around client needs.
Key Responsibilities:
• Maintain relationships with renewal system stakeholders
• Execute pre-renewal activities and presentations on time
• Assist Sales Team in collecting outstanding premiums
• Supervise Customer Service Representatives for accuracy
• Prepare account reconciliations and manage data filing
Requirements:
• Level 2 Licensed Insurance Agent
• 3-5 years in commercial account management
• 3-4 years in customer se...
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