Commercial Account Manager (Remote)
$71k - $120k per yearFull-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 Windsor 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 a month ago
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