Downtown Toronto (Ryerson), Canada | Posted on 08/10/2024

Identifyand solicit sales prospects from various sources by cold calls, mailings andphone contact in addition to those provided by company.

Solicitreferrals from existing accounts

Assist inresolving any problems in accounting or claims

Support andenhance the standing/position of office personnel with clients as part of abroader client relationship

Coordinatetimely presentations for both current and renewal business

Assist inmarketing accounts where appropriate with an appropriately balanced mix ofrelationship development and product expertise.

Achieve abalance in production to meet agency "mix of business" goals

Arrange forpremium payment in a competent manner utilizing internal and externalfinancing, installments, etc.

Accuratelydescribe policies and endorsements for precise alignment with client needs

AssistAccount Managers with the closing of prospective accounts and collaborate onthe enhancement of existing accounts.

Enhancecross selling efforts by referring clients to Life and Commercial LinesDepartments

Expected tomeet and track monthly new business premium goals through a variety of sources:cold calls, referrals, niche marketing and other appropriate avenues

Mustacquire 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

Beavailable for communication with marketing department, underwriter, and losscontrol staff

Assist withthe presentation of new business proposals to clients

Arrange fordelivery of the policy when received from company

Maintainknowledge of underwriting criteria for carriers represented by brokerage

Assistsenior staff in the evaluation and coordination of risk submissions forselected markets

Maintain aworking relationship with underwriters, enabling producer to occasionallynegotiate the placement of risks

Keepcurrent with new developments on existing accounts

Submitoutbound communications (letters, calls, etc.) as required

Assist theSenior Account Executive with the presentation of renewal documentation

Maintainclient relationships; resolve coverage and payment issues Counsel clients oncoverage and issues/questions

Obtain,explain, and exchange information with business representatives, clients,contractors/suppliers (company representatives), employees, and the generalpublic

Requirements Must haveover 4 years of commercial account management (healthcare) in a bank

Must haveworked in the Toronto territory

A track record of business development for financing and credit

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