04 Aug
|
Opal Corporate Connections
|
Greater Sudbury
04 Aug
Opal Corporate Connections
Greater Sudbury
Greater Sudbury (New Sudbury), Canada | Posted on 04/07/2026 We’re proud to partner with one of Canada’s most respected organizations to recruit a Commercial Account Manager (Diversified) for the Sudbury territory. This role offers a chance to grow within a company dedicated to workplace culture, compensation, and professional growth.
- Identify and solicit sales prospects from various sources by cold calls, mailings, and phone contact in addition to those provided by the 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 a 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 exact 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 the company.
- Maintain knowledge of underwriting criteria for carriers represented by the brokerage.
- Assist senior staff in the evaluation and coordination of risk submissions for selected markets.
- Maintain a working relationship with underwriters, enabling the 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 experience in a bank or financial institution.
- Must have worked in the Sudbury territory.
- Post‑secondary education.
- A track record of business development in commercial and industrial financing deals exceeding 5 million.
- French language is an asset.
📌 Commercial Account Manager (Greater Sudbury)
🏢 Opal Corporate Connections
📍 Greater Sudbury