Ottawa (Vanier), Canada | Posted on 03/11/2025

Responsibilities

- 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
- Coordinate timely presentations for both new and renewal business
- Assist in marketing accounts where appropriate with an appropriately balanced mix of relationship development and product expertise.
- Achieve a balance in production to meet agency "mix of business" goals
- Arrange for premium payment in a competent manner utilizing internal and external financing, installments, etc.
- 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 current business proposals to clients
- Arrange for delivery of the policy when received from company
- Maintain knowledge of underwriting criteria for carriers represented by brokerage
- 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
- Submit outbound communications (letters, calls, etc.) as required
- Assist the Senior Account Executive with the presentation of renewal documentation
- Maintain client relationships; resolve coverage and payment issues Counsel clients on coverage and issues/questions
- Obtain, explain, and exchange information with business representatives, clients, contractors/suppliers (company representatives), employees, and the general public

Requirements

- Must have over 4 years of commercial account management (Real Estate) in a bank
- Must have worked in the Toronto territory
- A track record of business development for financing and credit

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📌 Commercial Account Manager - Diversified (Ottawa)
🏢 Opal Corporate Connections
📍 Ottawa