Commercial Account Manager (In Training) (Windsor)

Commercial Account Manager (In Training) (Windsor)

15 Oct
|
Opal Corporate Connections
|
Windsor

15 Oct

Opal Corporate Connections

Windsor

We’re proud to be partnering with one of Canada’s most respected organizations to recruit a Commercial Account Manger (Diversified) For the Windsor territory. · 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 · Assist in marketing accounts where appropriate with an appropriately balanced mix of relationship development and product expertise. · 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 · 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 recent developments on existing accounts · Assist the Senior Account Executive with the presentation of renewal documentation · Obtain, explain, and exchange information with business representatives, clients, contractors/suppliers (company representatives), employees, and the general public \\\\\\\\\ Must haveover 4 years of commercial account management In a bank or financial institution. - Post Secondary education - A track record of business development in commercial and industrial financing deals exceeding 5 million. - French language is an asset \\\ Remote (Client Facing)\ · 4 weeks vacation \ · Pension Plan

📌 Commercial Account Manager (In Training) (Windsor)
🏢 Opal Corporate Connections
📍 Windsor

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