Account Manager

CMB is a place where driven professionals come to build meaningful careers in a vital and evolving industry. We foster a values-based culture that emphasizes collaboration, continuous learning, and personal growth. With structured development programs, clear advancement opportunities, and a strong commitment to internal talent, CMB empowers its team members to thrive and make a lasting impact.

What do we offer?

Competitive & Unique Compensation Structures  – Designed to reward performance and support long-term career growth.

Growth Opportunities  – Clear paths for advancement and internal promotions.

Benefits Active Day One  – Enjoy full health and wellness coverage from your first day.

Award-Winning Employer  – Recognized as a Top Insurance Employer three years in a row.

Supportive Culture  – A values-driven workplace that prioritizes collaboration and respect.

Education Support  – Licensing, training, and course grants to help you grow professionally.

Industry Stability  – Be part of an essential and resilient sector with long-term demand.

Modern Work Environment  – Tools, tech, and flexibility to help you do your best work.

As an Account Manager, working with the Sales Team and under the direction of the Senior Account Manager (Team Lead), 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 on an annual bases 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 Senior Account Manager (Team Lead);

Report all potential bad debts immediately to the Senior Account Manager (Team Lead);

Take all steps to prevent Errors & Omissions, and report any potential E&O to the Senior Account Manager (Team Lead);

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 of CMB’s core values

OFFICE SUPPORT

Attend & participate in Account Manager/CSR Meetings, general staff…