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Commercial Account Manager (Remote)

$71k - $120k per year
Full-time

Opal Corporate Connections

We’re proud to be partnering with one of Canada’s most respected organizations to recruit a Commercial Account Manger (Diversified) for the Sudbury territory. Identify and solicit sales prospects from various sources by cold calls, mailings and phone contact in addition to those provided by 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
  • Assist in marketing accounts where appropriate with an appropriately balanced mix of relationship development and product expertise.
  • 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
  • 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
  • Assist the Senior Account Executive with the presentation of renewal documentation
  • Obtain, explain, and exchange information with business representatives, clients, contractors/suppliers (company representatives), employees, and the general public

Must have over 4 years of commercial account management in a bank or financial institution.
  • Post Secondary education
  • A track record of business development in commercial and industrial financing deals exceeding 5 million.
  • French language is an asset

Remote (Client Facing)

  • 4 weeks vacation
  • Pension Plan

Vacancy posted 28 days ago
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