Commercial Account Manager

Opal Corporate ConnectionsSudbury, ON
Remote

About The Position

We’re proud to be partnering with one of Canada’s most respected organizations to recruit a Commercial Account Manger (Diversified) for the Windsor territory. This is a fantastic chance to join a company known for its outstanding workplace culture, competitive compensation, and commitment to professional growth. If you’re looking for a role where your skills will be valued and your career can thrive, this could be the perfect next step.

Requirements

  • Must have over 4 years of commercial account management in a bank or financial institution.
  • Must have worked in the Windsor territory.
  • Post Secondary education.
  • A track record of business development in commercial and industrial financing deals exceeding 5 million.

Nice To Haves

  • French language is an asset

Responsibilities

  • Identify and solicit sales prospects from various sources by cold calls, mailings and phone contact in addition to those provided by company.
  • Solicit referrals from existing accounts.
  • Assist in resolving any problems in accounting or claims.
  • Support and enhance the standing/position of office personnel with clients as part of a broader client relationship.
  • Coordinate timely presentations for both new and renewal business.
  • Assist in marketing accounts where appropriate with an appropriately balanced mix of relationship development and product expertise.
  • Achieve a balance in production to meet agency "mix of business" goals.
  • Arrange for premium payment in a competent manner utilizing internal and external financing, installments, etc.
  • Accurately describe policies and endorsements for precise alignment with client needs.
  • Assist Account Managers with the closing of prospective accounts and collaborate on the enhancement of existing accounts.
  • Enhance cross selling efforts by referring clients to Life and Commercial Lines Departments.
  • Expected to meet and track monthly new business premium goals through a variety of sources: cold calls, referrals, niche marketing and other appropriate avenues.
  • Must acquire all necessary information for a quality new business submission, inclusive of: information to complete application, questionnaires, photos, diagrams, and any other data pertinent to accurately grading risk.
  • Be available for communication with marketing department, underwriter, and loss control staff.
  • Assist with the presentation of new business proposals to clients.
  • Arrange for delivery of the policy when received from company.
  • Maintain knowledge of underwriting criteria for carriers represented by brokerage.
  • Assist senior staff in the evaluation and coordination of risk submissions for selected markets.
  • Maintain a working relationship with underwriters, enabling producer to occasionally negotiate the placement of risks.
  • Keep current with new developments on existing accounts.
  • Submit outbound communications (letters, calls, etc.) as required.
  • Assist the Senior Account Executive with the presentation of renewal documentation.
  • Maintain client relationships; resolve coverage and payment issues.
  • Counsel clients on coverage and issues/questions.
  • Obtain, explain, and exchange information with business representatives, clients, contractors/suppliers (company representatives), employees, and the general public.

Benefits

  • Benefits from day one
  • Remote (Client Facing)
  • 4 weeks vacation
  • Pension Plan
  • Great Culture
  • Room for growth
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