Senior Account Manager, Commercial Market

4 days ago
Ottawa ON, Ottawa Census Division, ON; Ontario, Canada OPAL Corporate Connections Full-time
Opal is currently partnering with a reputable organization in Ottawa to recruit a Bilingual Commercial Account Manager with a strong background in commercial lending. This opportunity is ideal for a driven professional with experience in managing commercial portfolios, developing new business, and building long‑term client relationships within the Ottawa market. 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 Assist in marketing accounts where appropriate with an appropriately balanced mix of relationship development and product expertise. 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 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 Assist the Senior Account Executive with the presentation of renewal documentation Obtain, explain, and exchange information with business representatives, clients, contractors/suppliers (company representatives), employees, and the general public Must speak French and English. Must have 3 years of commercial account management in a bank. Must have a track record of business development in commercial financing/loans over $5 million. 4 weeks vacation Please note that only candidates who meet the required experience in commercial lending (over $5M), have worked within the Ottawa market, and are fully bilingual (French/English) will be contacted. #

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