Commercial Account Manager

· Identify and solicit sales prospects from various sources by cold calls, mailings and phone contact in addition to those provided by company.
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· Solicit referrals from existing accounts
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· Assist in resolving any problems in accounting or claims
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· Support and enhance the standing/position of office personnel with clients as part of a broader client relationship
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· Coordinate timely presentations for both new and renewal business
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· Assist in marketing accounts where appropriate with an appropriately balanced mix of relationship development and product expertise.
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· Achieve a balance in production to meet agency "mix of business" goals
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· Arrange for premium payment in a competent manner utilizing internal and external financing, installments, etc.
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· Accurately describe policies and endorsements for precise alignment with client needs
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· Assist Account Managers with the closing of prospective accounts and collaborate on the enhancement of existing accounts.
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· Enhance cross selling efforts by referring clients to Life and Commercial Lines Departments
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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
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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
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· Be available for communication with marketing department, underwriter, and loss control staff
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· Assist with the presentation of new business proposals to clients
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· Arrange for delivery of the policy when received from company
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· Maintain knowledge of underwriting criteria for carriers represented by brokerage
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· Assist senior staff in the evaluation and coordination of risk submissions for selected markets
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· Maintain a working relationship with underwriters, enabling producer to occasionally negotiate the placement of risks
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· Keep current with new developments on existing accounts
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· Submit outbound communications (letters, calls, etc.) as required
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· Assist the Senior Account Executive with the presentation of renewal documentation
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· Maintain client relationships; resolve coverage and payment issues Counsel clients on coverage and issues/questions
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· Obtain, explain, and exchange information with business representatives, clients, contractors/suppliers (company representatives), employees, and the general public
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Requirements <\/h3> - Must have over 4 years of commercial account management <\/span> in a bank or financial institution.
- Must have worked in the Windsor territory
- Post Secondary education
- A track record of business development in commercial and industrial financing deals exceeding 5 million.
- French language is an asset
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Benefits <\/h3> · Benefits from day one
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. Remote (Client Facing)
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· 4 weeks vacation
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· Pension Plan
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· Great Culture
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· Room for growth
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