Commercial Account Manager

Opal Corporate Connections; Greater Sudbury; On-site; CAD 70,000 - 90,000; Full time

Job summary

A reputable Canadian organization is looking for a Commercial Account Manager for the Sudbury territory. The role involves identifying sales prospects, maintaining client relationships, and achieving new business goals. Ideal candidates will have over 4 years of experience in account management, a track record in commercial financing, and preferably knowledge of the Sudbury market. This position emphasizes professional growth and a supportive workplace culture.

Qualifications

• Over 4 years of commercial account management experience in a bank or financial institution.
• Experience working in the Sudbury territory.
• Track record of business development in commercial and industrial financing deals exceeding 5 million.

Responsibilities

• Identify and solicit sales prospects from various sources.
• Resolve issues in accounting or claims.
• Maintain client relationships and assist with new business proposals.

Skills

Commercial account management

Business development

Client relationship management

Communication skills

Problem-solving

Bilingual (French)

Education

Post-secondary education

Job description

Greater Sudbury (New Sudbury), Canada | Posted on 04/07/2026

We’re proud to partner with one of Canada’s most respected organizations to recruit a Commercial Account Manager (Diversified) for the Sudbury territory. This role offers a chance to grow within a company dedicated to workplace culture, compensation, and professional growth.

Job Description

• Identify and solicit sales prospects from various sources by cold calls, mailings, and phone contact in addition to those provided by the 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 a 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 the company.
• Maintain knowledge of underwriting criteria for carriers represented by the brokerage.
• Assist senior staff in the evaluation and coordination of risk submissions for selected markets.
• Maintain a working relationship with underwriters, enabling the producer to occasionally negotiate the placement of risks.
• Keep current with new 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 experience in a bank or financial institution.
• Must have worked in the Sudbury territory.
• Post‑secondary education.
• A track record of business development in commercial and industrial financing deals exceeding 5 million.
• French language is an asset.