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Commercial Account Manager

4 weeks ago

Ottawa, Ontario, Canada Opal Corporate Connections Full time

Key Responsibilities:

     Identify and solicit sales prospects from various sources, including cold calls, mailings, and phone contact, in addition to those provided by the 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 installment, 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 the company.

     Maintain knowledge of underwriting criteria for carriers represented by the 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.