Commercial Account Manager
2 months ago
Identifyand solicit sales prospects from various sources by cold callsmailings and phone contact in addition to those provided bycompany.
Solicit referrals from existingaccounts
Assist in resolving any problems in accounting orclaims
Support and enhance the standing/position of office personnel withclients as part of a broader clientrelationship
Coordinate timely presentations for both new and renewalbusiness
Assist in marketing accounts where appropriate with anappropriately balanced mix of relationship development and productexpertise.
Achieve a balance in production to meet agency "mix ofbusiness"goals
Arrange for premium payment in a competent manner utilizinginternal and external financing installmentsetc.
Accurately describe policies and endorsements for precise alignmentwith clientneeds
AssistAccount Managers with the closing of prospective accounts andcollaborate on the enhancement of existingaccounts.
Enhance cross selling efforts by referring clients to Life andCommercial LinesDepartments
Expected to meet and track monthly new business premium goalsthrough a variety of sources: cold calls referrals niche marketingand other appropriateavenues
Mustacquire all necessary information for a quality new businesssubmission inclusive of: information to complete applicationquestionnaires photos diagrams and any other data pertinent toaccurately gradingrisk
Beavailable for communication with marketing department underwriterand loss controlstaff
Assistwith the presentation of new business proposals toclients
Arrange for delivery of the policy when received fromcompany
Maintain knowledge of underwriting criteria for carriersrepresented bybrokerage
Assist senior staff in the evaluation and coordination of risksubmissions for selectedmarkets
Maintain a working relationship with underwriters enabling producerto occasionally negotiate the placement ofrisks
Keepcurrent with new developments on existingaccounts
Submit outbound communications (letters calls etc.) asrequired
Assist the Senior Account Executive with the presentation ofrenewaldocumentation
Maintain client relationships; resolve coverage and payment issuesCounsel clients on coverage andissues/questions
Obtain explain and exchange information with businessrepresentatives clients contractors/suppliers (companyrepresentatives) employees and the generalpublic
Requirements
Must have over 4 years of commercial account management (RealEstate) in abank
Musthave worked in the Torontoterritory
French language is anasset
Benefits
Benefitsfrom dayone
4weeksvacation
PensionPlan
GreatCulture
Roomforgrowth
- Must have over 4 years of commercial account management (RealEstate) in a bank - Must have worked in the Toronto territory - Atrack record of business development for financing and credit -French language is an asset
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