Account Manager

Account Manager Responsibilities

As an Account Manager, working with the Sales Team and under the direction of the Branch President, you will help plan, lead, and guide the growth, renewal, and servicing of accounts to contribute to the continued growth and operation of the brokerage. Your primary role will be to perform the renewal of the assigned customers (Book of Business) and provide mentorship to the rest 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 ...