Senior Commercial Account Manager

Opal is currently partnering with a reputable organization in Ottawa to recruit a Bilingual Commercial Account Manager with a strong background in commercial lending.

This opportunity is ideal for a driven professional with experience in managing commercial portfolios, developing new business, and building long‑term client relationships within the Ottawa market.

Please review the full job description and requirements below:

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 speak French and English.
• Must have 3 years of commercial account management in a bank.
• Must have worked in the Ottawa territory.
• Must have a track record of business development in commercial financing/loans over $5 million.

Benefits

• Benefits from day one
• 4 weeks vacation

Thank you to all applicants for your interest in this opportunity.

Please note that only candidates who meet the required experience in commercial lending (over $5M), have worked within the Ottawa market, and are fully bilingual (French/English) will be contacted.