We’re proud to be partnering with one of Canada’s most respected organizations to recruit a Commercial Account Manger (Diversified) for the Windsor territory. 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
- Must have over 4 years of commercial account management in a bank or financial institution.
- Must have worked in the Windsor territory
- Post Secondary education
- A track record of business development in commercial and industrial financing deals exceeding 5 million.
- French language is an asset
· Benefits from day one
. Remote (Client Facing)
· 4 weeks vacation
· Pension Plan
· Great Culture
· Room for growth
Commercial Account Manager • Windsor (Riverside), ON, ca
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