· 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 new 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 current 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 (healthcare) in a bank

- Must have worked in the Toronto territory

- A track record of business development for financing and credit
- French language is an asset

Benefits

· Perks from day one

· 4 weeks vacation

· Pension Plan

· Great Culture

· Room for growth

📌 Senior Commercial Account Manager (Downtown Toronto)
🏢 Opal Corporate Connections
📍 Downtown Toronto