Commercial Account Manager

3 weeks ago

Ottawa, Ontario, Canada Opal Corporate Connections Full time
Job Title: Commercial Account Manager

Opal Corporate Connections is seeking a highly skilled Commercial Account Manager to join our team. As a key member of our sales team, you will be responsible for identifying and soliciting sales prospects, building relationships with clients, and driving business growth.

Key Responsibilities:
  • Identify and solicit sales prospects through cold calls, mailings, and phone contact
  • Solicit referrals from existing accounts and 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
Requirements:
  • Must have over 4 years of commercial account management (Real Estate) in a bank
  • Must have worked in the Toronto territory
  • A track record of business development for financing and credit
  • French language is an asset
Benefits:
  • Benefits from day one
  • 4 weeks vacation
  • Pension Plan
  • Great Culture
  • Room for growth

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