Senior Commercial Account Manager (Mergers & Acquisitions)
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Job Location:
Monthly Salary:
Experience Required:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
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 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 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
- 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
Key Skills
- Forecasting
- Hyperion
- Cost Management
- Construction Estimating
- QlikView
- Bus Driving
- Analysis Skills
- HubSpot
- Salesforce
- Market Research
- negotiation
- Financial Planning
