Senior Commercial Account Manager (Mergers & Acquisitions)

Work set-up: 
Full Remote
Contract: 
Salary: 
110 - 110K yearly
Experience: 
Senior (5-10 years)
Work from: 

Offer summary

Qualifications:

Over 4 years of experience in commercial account management within banking or financial institutions., Proven track record in business development for Mergers and Acquisitions., Experience working in the Toronto territory., French language skills are considered an asset..

Key responsibilities:

  • Identify and solicit sales prospects through various channels, including cold calls and referrals.
  • Assist in resolving accounting or claims issues and support client relationships.
  • Coordinate presentations for new and renewal business and assist in marketing accounts.
  • Maintain client relationships, support risk evaluation, and collaborate with underwriters.

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OPAL Corporate Connections
2 - 10 Employees
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Job description

This is a remote position.

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 standingposition 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 issuesquestions

· Obtain, explain, and exchange information with business representatives, clients, contractorssuppliers (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




Salary:

110K 135K

Required profile

Experience

Level of experience: Senior (5-10 years)
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Negotiation
  • Teamwork
  • Communication
  • Problem Solving

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