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Senior Commercial Account Manager

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Job Description - Senior Commercial Account Manager

· 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 (healthcare) 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



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