Job Description
Drive your career forward as a Personal Lines Manager with CMB. In this key role, you will lead customer insurance initiatives and enhance account growth in a collaborative, supportive environment.
As a Personal Lines Manager at CMB, you will work closely with Sales Executives and the Service Supervisor. This role emphasizes proactive communication and effective management of client accounts. You will also mentor team members while ensuring compliance with all company procedures for renewals and customer service.
Key Responsibilities:
• Maintain positive relationships with renewal system stakeholders
• Ensure timely completion of marketing and renewal presentations
• Cross-sell and up-sell to new and existing clients
• Conduct annual coverage review checklists as needed
• Supervise Customer Service Representatives for accuracy
Requirements:
• Level 1 or 2 Licensed Insurance Agent
• 3-6 years in commercial insurance
• Experience mentoring in a team setti...
As a Personal Lines Manager at CMB, you will work closely with Sales Executives and the Service Supervisor. This role emphasizes proactive communication and effective management of client accounts. You will also mentor team members while ensuring compliance with all company procedures for renewals and customer service.
Key Responsibilities:
• Maintain positive relationships with renewal system stakeholders
• Ensure timely completion of marketing and renewal presentations
• Cross-sell and up-sell to new and existing clients
• Conduct annual coverage review checklists as needed
• Supervise Customer Service Representatives for accuracy
Requirements:
• Level 1 or 2 Licensed Insurance Agent
• 3-6 years in commercial insurance
• Experience mentoring in a team setti...
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