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OPAL Corporate Connections · 3 months ago

Senior Commercial Account Manager \- Franchises

United States

Full-time

Remote

Mid, Senior Level

$125K/yr - $135K/yr

4+ years exp

OPAL Corporate Connections is partnering with a respected organization in Canada to recruit a Senior Commercial Account Manager (Franchises). This role involves identifying sales prospects, supporting client relationships, and achieving business goals in a competitive banking environment.

Staffing & Recruiting

Responsibilities

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