Senior Commercial Relationship Developer

4 weeks ago

Ottawa, Ontario, Canada Opal Corporate Connections Full time

Job Title: Senior Commercial Relationship Developer

About the Role:

We are seeking an experienced Senior Commercial Relationship Developer to join our team at Opal Corporate Connections. As a key member of our sales team, you will be responsible for identifying and soliciting new business opportunities from various sources.

Key Responsibilities:

  • Solicit referrals from existing clients and 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

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

Estimated Salary: $80,000 - $120,000 per year

Benefits:

  • Benefits from day one
  • 4 weeks vacation
  • Pension Plan
  • Great Culture
  • Room for growth

About Us: Opal Corporate Connections is a leading provider of corporate connections services. We are committed to delivering exceptional service to our clients and providing a positive work environment for our employees.

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