Senior Commercial Account Manager (Mergers & Acquisitions)

Opal Corporate Connections; Toronto; Remote; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services provider is seeking a Senior Commercial Account Manager in Toronto to manage and grow client accounts focused on Mergers and Acquisitions. This remote role offers a competitive package, including benefits from day one, 4 weeks vacation, and opportunities for professional growth. The ideal candidate will possess over 4 years of experience in account management and a strong background in business development.

Benefits

Benefits from day one

4 weeks vacation

Pension Plan

Great Culture

Room for growth

Qualifications

• Over 4 years of commercial account management in Mergers and Acquisitions.
• Experience in the Toronto territory.
• Track record of business development for Mergers and Acquisitions.
• French language is an asset.

Responsibilities

• Identify and solicit sales prospects through cold calls and referrals.
• Support client relationships and assist in resolving issues.
• Achieve monthly new business premium goals.
• Maintain knowledge of underwriting criteria.

Skills

Business development

Client relationship management

Communication skills

Problem-solving

Negotiation

Job description

Job Description

This is a remote position.

We’re proud to be partnering with one of Canada’s most respected organizations to recruit for a Senior Commercial Account Manger (Mergers & Acquisitions) . This is a fantastic chance to join a company known for its outstanding workplace culture, competitive compensation, and commitment to professional growth.

If you’re looking for a role where your skills will be valued and your career can thrive, this could be the perfect next step.

Job Description :

• 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 4 years of commercial account management Mergers and Acquisitions in a bank or financial institution.

Must have worked in the Toronto territory

A track record of business development for Mergers and Acquisitions.

French language is an asset

Benefits

Benefits from day one

Remote (Client Facing)

4 weeks vacation

Pension Plan

Great Culture

Room for growth

Requirements

Must have over 4 years of commercial account management Mergers and Acquisitions in a bank or financial institution. - Must have worked in the Toronto territory - A track record of business development for Mergers and Acquisitions. - French language is an asset