Commercial Account Manager

Opal Corporate Connections; Greater Sudbury; On-site; CAD 60,000 - 80,000; Full time

Job summary

A growing financial services firm is looking for an experienced Commercial Account Manager to manage a portfolio of accounts. This remote position requires over 2 years of experience in commercial account management. The ideal candidate will have a strong background in banking, excellent relationship-building skills, and a track record of business development in the Toronto area. The role offers competitive benefits from day one, including vacation, a pension plan, and room for growth.

Benefits

Benefits from day one

4 weeks vacation

Pension Plan

Great Culture

Room for growth

Qualifications

• Over 2 years of commercial account management experience in a bank.
• Experience working in the Toronto territory.
• Proven track record in business development for financing and credit.

Responsibilities

• Manage a diversified portfolio of commercial accounts.
• Identify and solicit new sales prospects.
• Support the relationship and enhance client service.
• Assist in resolving problems for clients.
• Achieve monthly new business premium goals.

Skills

Client relationship management

Sales prospecting

Problem-solving

Communication

Business development

Job description

Job Description

This is a remote position.

Our client is seeking an experienced Commercial Account Manager to join their dynamic team in Sudbury . The ideal candidate will manage a diversified portfolio of commercial accounts within a bank, providing exceptional client service while identifying opportunities for growth. This is a great opportunity for someone with strong relationship-building skills, a passion for client success, and a solid background in commercial banking.

• 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
• Coordinate timely presentations for both new and renewal business
• Assist in marketing accounts where appropriate with an appropriately 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 company
• Maintain knowledge of underwriting criteria for carriers represented by brokerage
• 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 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 2 years of commercial account management in a bank

Must have worked in the Toronto territory

A track record of business development for financing and credit

French language is an asset

Benefits

Benefits from day one

4 weeks vacation

Pension Plan

Great Culture

Room for growth