Account Manager engaging with customers to provide coverage solutions at Scott Cato Allstate Agency. Focused on sales, customer service, and professional development.
About the role
- Account Manager building and maintaining relationships with small business clients in Canada. Delivering exceptional customer experiences and fostering business growth through strong networking and resource collaboration.
Responsibilities
- Build, maintain and expand existing customer relationships within the community while networking with local business leaders to establish strong centers of influence that will contribute to business development opportunities.
- Build relationships with small business customers by understanding their needs and finding opportunities that enable them to provide customized information and advice the best suited for the customer.
- Liaise with Internal Branch Banking network, Commercial Banking Centers, and Wealth partners to enable them in providing holistic advice and resources to support our customers.
- Keep current on emerging trends and grow knowledge of the business, and related tools and techniques; participate in knowledge transfer within the team and business unit.
- Participate fully as a member of the team, support a positive work environment that promotes quality, innovation and teamwork and ensure timely communication of issues
Requirements
- University degree and/ or relevant entry level work experience
- Accounting/ Finance coursework is an asset but can also be gained through experience
- Ability to cultivate long-term client relationships and acquire new clients
- Excellent business development and prospecting skills to build valuable centers of influence within the local business community and retail branches
- A dynamic professional with a positive attitude and strong communications, time management, and organizational skills
Benefits
- health and well-being benefits
- savings and retirement programs
- paid time off
- banking benefits and discounts
- career development
- reward and recognition programs
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