Commercial Account Manager Job Description

Commercial Account Manager Job Description

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Commercial account manager provides customer service on commercial credit questions regarding credit policy, equipment financing, TRAC leasing, municipal financing and lines of credit.

Commercial Account Manager Duties & Responsibilities

To write an effective commercial account manager job description, begin by listing detailed duties, responsibilities and expectations. We have included commercial account manager job description templates that you can modify and use.

Sample responsibilities for this position include:

Ensure proper follow-through on all directives, bulletins and schedules from the Corporate Office, the customer and Senior Commercial Account Manager
Maintain knowledge of the company's selling system principles
Proactive and strategic anticipation of client needs and timely response to client inquiries and the requests of Producers, Account Executives, and the Unit Manager
Significant percentage of time spent directly with customer
This position will manage and prospect for clients in either the Peterborough or Cobourg region
Initiate and build relationships with C-level and other key senior stakeholders within prospect accounts
Routinely review aged items reports via O-Dash
Process mail and phone requests on daily basis
Preparation of binders, certificates, account summaries (to include premium and loss experience coverage), endorsements, policies, lost policy releases, and account balance status when requested

Commercial Account Manager Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Commercial Account Manager

List any licenses or certifications required by the position: ASE, ID

Education for Commercial Account Manager

Typically a job would require a certain level of education.

Employers hiring for the commercial account manager job most commonly would prefer for their future employee to have a relevant degree such as University and Bachelor's Degree in Business/Administration, Marketing, Management, Education, Business, MBA, Technical, Acting, Graduate, Communication

Skills for Commercial Account Manager

Desired skills for commercial account manager include:

Negotiation skills
Self-motivator
Manager
Company's selling system principles
Maintenance Repair & Operations products and their applications
MM market commercial credit/non-credit products
Commercial credit/non-credit products
Basic enhanced products
Key customer types
Solution and service offerings competitors' offerings

Desired experience for commercial account manager includes:

A comprehensive Total Rewards Program that includes high earning potential, an annual bonus program, long term incentives, and flexible benefits
A focus on work-life balance
Solid understanding of many of company's products, software, and services
Effectively sells company offerings by building strategic relationships with partner decision makers
Adhere to ImageRight documentation guidelines
Prepare proposals & applications in coordination with producer(s), submitting to appropriate carriers and following up for timely receipt of quotations and policies

Commercial Account Manager Examples

1

Commercial Account Manager Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of commercial account manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for commercial account manager
  • Regularly meets with Sales Manager to review weekly customer retention and relationship activities, progress versus goals and status of key customer relationships
  • Mechanical and electrical engineering maintenance
  • Building fabric maintenance
  • Energy and environmental services
  • Escort services for contractors
  • Cleaning services
  • Timely and accurate applications for payment
  • Management of interim and final account agreement with supplies and sub-contractors
  • Good quality and accurate records are kept
  • Drafting contractual claims (where appropriate) for approval prior to submission
Qualifications for commercial account manager
  • Maintain proficiency in office suite software
  • To effectively manage the production and delivery of the Project’s commercial objectives and commercial elements of the contract management plan
  • To effectively support the management and production of an account Contract Improvement Plan
  • Good Working Knowledge of NEC 3 Option A form of COntract
  • Degree Qualified working towards RICS accreditation
  • Minimun of 3 Years Experience in a Similar Role
2

Commercial Account Manager Job Description

Job Description Example
Our company is hiring for a commercial account manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for commercial account manager
  • Coordinate customer service response with functional peers for assigned customers
  • Identify and initiate capital projects to support new business growth or enhance asset profitability
  • Complete special projects and annual objectives as assigned
  • Deal with a wide variety of people, internally and externally, with tact, courtesy and professionalism
  • Lead the commercial channel team and work very closely with the category to ensure HP partner lead commercial sales achieve the set target and KPI
  • Focuses on larger deals/opportunities and value and/or volume portfolio management, and selling HP Commercial PC product in part of Shandong Province
  • Responsible for achieving/managing sales quota
  • Middleware – Mainframe – Midrange – Database Services – Dataware Services
  • Security of Middleware against external or internal threat vectors and vulnerabilities
  • Advice, governance and conformance against standards and industry best practice
Qualifications for commercial account manager
  • Must be knowledgeable in standard industry practices and trends, and related policies, including ability to attend conferences and training/refreshers as required
  • Must possess general understanding of how corporate policies, procedures, practices and processes relate to associated business units, other region peers, and internal and external customers
  • Advanced proficiency level with Microsoft applications, including but not limited to Outlook, Word and Excel for the purpose of word processing, spreadsheets and analysis, and financial modeling
  • Carry a company-provided cell phone and be available to respond during working hours, and occasionally during non-working hours
  • Has deep knowledge of PC product
  • Technical maintenance and full end to end lifecycle activity for the Barclays Middleware Estate
3

Commercial Account Manager Job Description

Job Description Example
Our growing company is looking to fill the role of commercial account manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for commercial account manager
  • Apply your relationship management principles & techniques to advise and help our customers to achieve their commercial & personal financial needs and goals
  • Leverage your personal and professional network, including self-development of an extensive network of referral sources through effective strategy of community involvement, to achieve focused profitable sales of both credit and non-credit products to customers and prospects in the mid-market place
  • Develop and expand profitable mid-market client relationships (borrowings > $1MM) across all industries
  • Effectively manage relationship with all portfolio clients, and be organized with a well-established 6- to 12-month-plan to ensure that you have a complete conversation with each portfolio clients at least once annually
  • Strategically prioritize, organize, and multi-task to manage extensive pipeline of lending and deposits
  • Ensure credit decisions and recommendations are in accordance with sound credit-granting principles as described in the Commercial Lending Process and in compliance with Bank Policies & Procedures, and ensure compliance with internal and external requirements and regulations
  • Protect the Bank’s assets and ensure quality opportunities are presented by adhering to Commercial Lending processes, policies & procedures, legal & ethical requirements and regulations, audit requirements, and established risk guidelines
  • Adhere to Know Your Customer (KYC) rules, Bank Policies & Procedures for the prevention of loss due to fraud, counterfeiting, money laundering, or defalcation
  • Coordinating the proposal process by establishing a schedule, providing clear communication to team members and overseeing the submission process to meet deadlines and adhere to requirements
  • Focuses on deals/opportunities and value and/or volume portfolio management, and selling a range of company products and solutions
Qualifications for commercial account manager
  • Able to advise and govern to ensure conformance against standards and industry best practice via enforced build
  • Bachelor degree or higher with 4 years of experience in Sales, Marketing or Engineering
  • Independent and Collaborative
  • High level of curiosity, comfort with ambiguity, and ability to balance risk and opportunity
  • Adaptability and Agility
  • High level of technology literacy
4

Commercial Account Manager Job Description

Job Description Example
Our company is looking to fill the role of commercial account manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for commercial account manager
  • Achieve personal targets and KPIs
  • Improve relationships with existing TPIs and develop and grow relationships with new consultants and customers directly and actively secure new customers
  • Convert prospects into completed sales and build long term pipelines
  • Develop and maintain relationships with customers and chosen TPIs
  • Proactively help to develop new processes
  • In charge of commercial PC sales in assigned large enterprise accounts
  • In charge of commercial PC sales in large enterprise account
  • As a core member of the sales team, you will be responsible for a dedicated set of commercial accounts, both existing and prospective target accounts
  • Using your initiative and solution-selling experience, you will build relationships at a senior business level in order to identify customer pain points and gauge the extent to which the Hitachi Vantara portfolio represents sound resolutions to these business challenges
  • Based on your thorough understanding of customer requirements, you will highlight relevant offerings from the Hitachi Vantara portfolio to IT and business departments, ultimately developing these into sound sales opportunities
Qualifications for commercial account manager
  • 2 years HVAC experience preferred, not required
  • Able to interface with senior levels internal to the company and external client and partner groups
  • Minimum 1 year tele-sales or related experience
  • 1+ years experience in telephony, data, and video systems sales preferred
  • Experience should be in line with the Hitachi Vantara internal grade identified for the role
  • Ability to probe, listen, qualify and resolve concerns or obstacles to a sale in a logical fashion, emphasising the Hitachi Vantara solutions that will deliver maximum benefit
5

Commercial Account Manager Job Description

Job Description Example
Our company is looking for a commercial account manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for commercial account manager
  • Submit Claims to Companies
  • Review Renewal Packets/Applications for Completeness
  • Schedule Presentation and Policy Delivery Appointments for Agents
  • RCT Valuations
  • Support the definition of the commercial strategy for your network partner(s) and build the commercial and operational plan to deliver
  • Support the relationship with the Network(s), in particular, the point of contact for a range of commercial, trading and operational issues and opportunities across all categories (postpay, pre-pay, mobile broadband, SIMO etc)
  • To provide support within the team to ensure delivery of priorities internally with the business and externally to the network
  • Key input to and ownership of annual joint business plan with your network partners that moves the relationship beyond a contract
  • Engage the wider organisation with the priorities of the network(s) • Maximise network revenue generation through new innovative initiatives
  • Planning and agreeing network targets with the network and the business
Qualifications for commercial account manager
  • Ability to research and quantify competitor business practices and make appropriate changes to capture market share / increase revenues
  • Ability to maintain existing customer base, grow customer base, at competitive market prices
  • Some overnight travel and extensive day travel
  • Training will be provided as required
  • Preferably a Bachelor/Master degree in a relevant commercial or technical orientation (business administration, IT, …)
  • Attention to Detailed

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