Commercial Account Manager - Diversified

· Identify and solicit sales prospects from various sources by cold calls, mailings and phone contact in addition to those provided by company. <\/span><\/span><\/span>
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· Solicit referrals from existing accounts <\/span><\/span><\/span>
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· Assist in resolving any problems in accounting or claims <\/span><\/span><\/span>
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· Support and enhance the standing/position of office personnel with clients as part of a broader client relationship <\/span><\/span><\/span>
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· Coordinate timely presentations for both new and renewal business <\/span><\/span><\/span>
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· Assist in marketing accounts where appropriate with an appropriately balanced mix of relationship development and product expertise. <\/span><\/span><\/span>
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· Achieve a balance in production to meet agency "mix of business" goals <\/span><\/span><\/span>
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· Arrange for premium payment in a competent manner utilizing internal and external financing, installments, etc. <\/span><\/span><\/span>
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· Accurately describe policies and endorsements for precise alignment with client needs <\/span><\/span><\/span>
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· Assist Account Managers with the closing of prospective accounts and collaborate on the enhancement of existing accounts. <\/span><\/span><\/span>
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· Enhance cross selling efforts by referring clients to Life and Commercial Lines Departments <\/span><\/span><\/span>
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· Expected to meet and track monthly new business premium goals through a variety of sources: cold calls, referrals, niche marketing and other appropriate avenues <\/span><\/span><\/span>
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· 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 <\/span><\/span><\/span>
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· Be available for communication with marketing department, underwriter, and loss control staff <\/span><\/span><\/span>
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· Assist with the presentation of new business proposals to clients <\/span><\/span><\/span>
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· Arrange for delivery of the policy when received from company <\/span><\/span><\/span>
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· Maintain knowledge of underwriting criteria for carriers represented by brokerage <\/span><\/span><\/span>
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· Assist senior staff in the evaluation and coordination of risk submissions for selected markets <\/span><\/span><\/span>
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· Maintain a working relationship with underwriters, enabling producer to occasionally negotiate the placement of risks <\/span><\/span><\/span>
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· Keep current with new developments on existing accounts <\/span><\/span><\/span>
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· Submit outbound communications (letters, calls, etc.) as required <\/span><\/span><\/span>
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· Assist the Senior Account Executive with the presentation of renewal documentation <\/span><\/span><\/span>
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· Maintain client relationships; resolve coverage and payment issues Counsel clients on coverage and issues/questions <\/span><\/span><\/span>
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· Obtain, explain, and exchange information with business representatives, clients, contractors/suppliers (company representatives), employees, and the general public <\/span><\/span><\/span>
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Requirements <\/h3>

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- Must have over 4 years of commercial account management (Real Estate) in a bank <\/span><\/span><\/span>
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- Must have worked in the Toronto territory <\/span><\/span><\/span>
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- A track record of business development for financing and credit <\/span><\/span><\/span>
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- French language is an asset <\/span><\/span><\/span>
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Benefits <\/h3> · <\/span><\/span><\/span><\/span><\/span><\/span> Benefits from day one <\/span><\/span><\/span>
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· <\/span><\/span><\/span><\/span><\/span><\/span>4 weeks vacation <\/span><\/span><\/span>
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· <\/span><\/span><\/span><\/span><\/span><\/span> Pension Plan <\/span><\/span><\/span>
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· <\/span><\/span><\/span><\/span><\/span><\/span> Great Culture <\/span><\/span><\/span>
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· <\/span><\/span><\/span><\/span><\/span><\/span> Room for growth <\/span><\/span><\/span>
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