Account Representative, Client Relations (Calgary)

Canada Mortgage and Housing Corporation (CMHC) Société canadienne d'hypothèques et de logement(SCHL); Calgary; Hybrid; CAD 74,000 - 92,000; Full time

Benefits offered by this job

Annual paid vacation

Performance incentive program

Defined benefit pension plan

Comprehensive group insurance

Training and mentorship

Job summary

Canada Mortgage and Housing Corporation (CMHC) in Calgary is seeking an Account Representative to drive the growth of our homeowner mortgage loan insurance portfolio. You will build strong relationships with financial institutions and other stakeholders to promote CMHC products and services, expanding our market reach.

You will manage the full client engagement cycle—from prospecting and onboarding to ongoing relationship management— and provide training and information transfer to clients to

Qualifications

• Minimum five years in financial services, client-facing or business development roles.
• Knowledge of mortgage lending activities and CMHC's mortgage loan insurance products.
• Excellent oral and written communication, and interpersonal skills.
• Ability to influence and engage diverse stakeholders.
• Capable of managing full sales cycle and client engagement.

Responsibilities

• Develop and maintain strong ties with financial institution partners to promote CMHC's mortgage loan insurance products.
• Identify and pursue new business opportunities through proactive outreach and market analysis.
• Manage full sales cycle for client portfolio including prospecting, onboarding, retention and expansion.
• Analyze data to develop and execute sales strategies for CMHC mortgage loan insurance within FI clients.
• Manage client portfolio with focus on volumes, activity and lender retention; lead training and client visits.
• Deliver engaging presentations and trainings virtually and at client events; support strategic client initiatives.
• Manage portfolio budget and resources to ensure optimum client service and efficiency.

Skills

Relationship management

Sales experience

Client engagement

Presentation skills

Communication skills

Education

Post-secondary education in Sales/Marketing/Business

Job description

Job Requisition ID: 12442

Position Status: Permanent Full Time

Position Type: Hybrid

Office Location: Calgary (AB)

Travel Requirement: Frequent

Language Designation: English Essential

Language Skill Levels (Read/Write/Speak): ZZZ

Security Requirement: Reliability Status

Salary: Our salaries generally range from $ 73555.31 to $ 91944.14 and are based on qualifications and experience.

About CMHC

The work you do and the work we do together matters. We come to work every day with a common purpose: to contribute to a well-functioning housing system.

At CMHC, we hold ourselves accountable for our results and support our colleagues in their achievements. We thrive on collaboration, connecting across CMHC and involving the right people to get our work done. Our leadership style is guided by trust, where our leaders favour an adaptive approach based on the needs of their teams.

Join us and be part of a team that's committed to making a real difference and be part of something meaningful.

Benefits

• Annual Paid vacation.
• Annual individual performance incentive.
• Defined benefit pension plan.
• Comprehensive group insurance plan to support your well-being from day one.
• Support towards your personal and professional growth with training, mentorship and more.
• An inclusive workplace culture and environment.

About The Role

Join the Insurance Business Development team, in the Account Representative position, supporting the growth of our Homeowner Mortgage Loan Insurance portfolio. In this role, you will drive business growth by developing and maintaining strong relationships with internal and external clients, as well as industry stakeholders. You will identify opportunities to strengthen partnerships with CMHC. You will manage the full client engagement cycle, from prospecting and onboarding to ongoing relationship management, while actively promoting CMHC's mortgage loan insurance products. You will identify risks, opportunities and provide advice and information transfer to clients including training on products, policies and tools to help strengthen their business.

What You’ll Do

• Develop and maintain strong ties and long-term relationships with financial institution partners to promote CMHC's mortgage loan insurance products.
• Identify and pursue new business opportunities through proactive outreach, market analysis and strategic engagement.
• Manage the full sales cycle for your client portfolio, including prospecting, onboarding, retention and expansion of product usage.
• Analyze and synthesize a wide variety of information, such as volume reports, client activity profiles, and market analysis data, to develop and execute sales strategies that promote CMHC mortgage loan insurance within a portfolio of Financial Institution clients.
• Manage the relationship with clients in your portfolio, including business volumes, client activity profiles, lender retention, lender usage of CMHC's email interface software, and increase visibility through planned client visits, training programs, and business development initiatives.
• Deliver engagingpresentations and training both virtually and at client events and participate in training and information activities as part of strategic client support.
• Manage your assigned portfolio, including the budget and other resources, to ensure optimum client service and efficiency.
• Act effectively by collaborating with the other members of the Client Relationship Management team.

What You Should Have

• A post-secondary education in relevant field such as Sales, Marketing, Business.
• A minimum of five years' experience in the financial services industry, preferably in client-facing or business development roles.
• An in-depth knowledge of mortgage lending activities, in particular CMHC's mortgage loan insurance products and services for owner-occupied and multi-family dwellings.
• Excellent oral and written communication skills and interpersonal skills, with skills the ability to influence and engage diverse stakeholders.
• A demonstrated ability to manage the sales cycle and drive client engagement through consultative selling.
• Excellent marketing and business development skills, with a flair for delivering effective group presentations and training.
• The ability to build and maintain client relationships and recognize business opportunities.
• A valid driver's license and access to a vehicle would be required to complete travel for on-site client visits.

It Would Be Great If You Also Had

• Knowledge of underwriting.

Posting closing date:

Note, the competition will remain active until filled.

Our commitment to diversity, equity, and inclusion

We're committed to employment equity and encourage women, Indigenous Peoples, persons with disabilities, veterans and persons of all races, ethnicities, religions, abilities, sexual orientations, and gender identities and expressions to apply. We also welcome applications from non-Canadians who are eligible to work in Canada.

CMHC is an inclusive workplace where diversity of thought - and of people - are recognized, valued, and considered essential to achieving our mission.