Number of Applicants
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· 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
- Must have
over 4 years of commercial account management (healthcare) in a bank
- Must have
worked in the Toronto territory
· Benefits from day one
· 4 weeks vacation
· Pension Plan
· Great Culture
· Room for growth
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