· 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 (Real Estate) in a bank

• Must have worked in the Toronto territory

• A track record of business development for financing and credit

• French language is an asset

Benefits · Benefits from day one · 4 weeks vacation · Pension Plan · Great Culture · Room for growth