Senior Commercial Account Manager - OPAL Corporate

Skills

Communication Sales Marketing Accounting business development Client Relationship

Job Specifications

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

We appreciate all applications; however, only candidates with mergers and acquisitions experience within a bank or financial institution will be contacted.

Thank you for your understanding.

About the Company

Chez OPAL, nous recrutons pour des postes bilingues, du niveau d'entrée aux recherches de cadres à travers le Canada depuis plus de 20 ans. N'hésitez pas à nous contacter si vous cherchez à ajouter des membres à votre équipe. Know more