We’re proud to be partnering with one of Canada’s most respected organizations to recruit a Senior Commercial Account Manger (Franchises) . 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
· Assist in marketing accounts where appropriate with an appropriately balanced mix of relationship development and product expertise.
· 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
· 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
· Assist the Senior Account Executive with the presentation of renewal documentation
· 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 Franchises in a bank or financial institution.
- Post Secondary education
- French language is an asset
Remote (Client Facing)
· 4 weeks vacation
· Pension Plan
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