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 new 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 recent 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