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Senior Commercial Account Manager - Franchises

Role overview

Qualifications

  • Over 4 years of commercial account management experience in Franchises within a bank or financial institution
  • Experience working in the Toronto territory
  • Post-secondary education
  • Proven track record of business development for Franchises with financing deals exceeding 5 million

Responsibilities

  • Identify and solicit sales prospects from various sources by cold calls, mailings, phone contact, and referrals; build a strong new business pipeline
  • Support and enhance client relationships by coordinating timely presentations for new and renewal business and by assisting in marketing accounts with a balanced mix of relationship development and product expertise
  • Aim to meet monthly new business premium goals through diverse sources and ensure quality submissions by gathering required information for risk grading
  • Assist in closing prospective accounts, coordinate risk submissions with underwriters and marketing, and maintain knowledge of underwriting criteria across represented carriers

About the company

OPAL Corporate Connections logo

OPAL Corporate Connections

Staffing & Recruiting

We have over 20 years of experience in Bilingual Recruitment, from entry level roles to executive searches across Canada. Nous avons plus de 20 ans d'expérience en recrutement bilingue, du niveau d'entrée aux recherches de cadres à travers le Canada.

Company details

IndustryStaffing & Recruiting
Company size2 - 10

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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 a Senior Commercial Account Manger (Franchises). 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 Franchises in a bank or financial institution.
- Must have worked in the Toronto territory
- Post Secondary education
- A track record of business development for Franchises with financing deals exceeding 5 million.
- French language is an asset



Benefits

· Benefits from day one

. Remote (Client Facing)

· 4 weeks vacation

· Pension Plan

· Great Culture

· Room for growth




Salary: 125K - 135K

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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