Senior Commercial Account Manager - Franchises

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.