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Commercial Account Manager - Ontario, United States - OPAL Corporate Connections
Description
Job Description:
Identify and solicit sales prospects from various sources by cold calls, mailings and phone contact in addition to those provided by company.
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
Requirements
Must have over 6 years of commercial account management (real estate) in a bank
Must have worked in the Ottawa territory
Benefits
Benefits
Benefits from day one
4 weeks vacation
Pension Plan
Great Culture
Room for growth
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