Senior Commercial Account Manager – Franchises

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August 10

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OPAL Corporate Connections

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HR Tech • Recruitment • B2B

OPAL Corporate Connections is a recruitment agency dedicated to matching qualified candidates with suitable employment opportunities for over 20 years. With a strong ethos of social responsibility, they focus on building relationships within the community, promoting ethical labor practices, and leveraging their extensive network to facilitate connections between clients and applicants. Their team of experienced recruitment professionals ensures efficiency and effectiveness in the hiring process across various sectors.

2 - 10 employees

Founded 2021

👥 HR Tech

🎯 Recruiter

🤝 B2B

📋 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.

🎯 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 • 4 weeks vacation • Pension Plan • Great Culture • Room for growth