Commercial Accounts Job Description
Commercial accounts
provides input to help identify workflow/internal control inefficiencies and ideas to make the day-to-day processes more efficient and cost effective.
Commercial Accounts Duties & Responsibilities
To write an effective commercial accounts job description, begin by listing detailed duties, responsibilities and expectations. We have included commercial accounts job description templates that you can modify and use.
Sample responsibilities for this position include:
Credit underwriting for a portfolio of a designated Relationship Manager
Growing the portfolio by structuring competitive packages while maintaining credit quality
Recommending credits to Associate Vice President /Senior Manager Credit
Monitoring portfolio and ensuring it is managed against overall target
Developing industry policies with Relationship Manager and provide syndication expertise
Actively involved in monitoring and control processes for the portfolio to ensure the necessary processes are completed in a timely manner
Candidates will lead and work on numerous sales effectiveness projects including sales structure, sales compensation, sales competency model, sales training, sales process
Familiarise yourself with emergency and evacuation procedures
Proactively pursue all practices in line with Company environmental and energy saving initiatives
Provide independent direction and leadership to operational leaders over various sites to ensure operations perform as required
Commercial Accounts Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Commercial Accounts
List any licenses or certifications required by the position: UL, NFPA
Education for Commercial Accounts
Typically a job would require a certain level of education.
Employers hiring for the commercial accounts job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Business, Business/Administration, Marketing, Management, Business Operations, Finance, Graduate, Economics, MBA, Education
Skills for Commercial Accounts
Desired skills for commercial accounts include:
Company's selling system principles
Internal and external factors impacting the property & casualty industry to make decisions
Day-to-day work activities
Computer billing systems
Dell EMC products and services
Especially X-claim
Big data
Cloud computing
Disaster recovery
IT market and trends
Desired experience for commercial accounts includes:
IT sector experience
Position may require management of Commercial Banking Officer - Deposits and would be accountable to provide managerial leadership to develop & sustain an effective team & coach subordinates to ensure business objectives are achieved
8+ years experience in technology related work, including roles in Cloud Services Pre-sales and/or customer-facing Professional Services
Previous experience in Commercial Banking as an Analyst would be an asset
5+ years’ of Productivity, Client Platforms, Mobility/Security solutions
BS Degree in Business or equivalent
Commercial Accounts Examples
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Commercial Accounts Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of commercial accounts. 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 accounts
- Corresponding with Customers to identify account discrepancies (ie disputes, missing invoices)
- Monthly reporting against forecast (including O/S disputes
- Meet with key accounts at their location to better understand their business and provide guidance on new “self service” tools (Cforia Portal)
- Determines eligibility by obtaining information on clients including ordering MVR’s
- Compiles and sends submissions to Markets to obtain quotes and assists in ordering policies
- Maintains accurate system Information according to Agency, Carrier and E&O Guidelines
- Provides assistance to clients on routine inquiries including certificates and policies, and other items regarding the clients’ account
- Assists the Account Manager in the administration and preparation of summaries and proposals, direct notice of cancellations, and other assigned notices to client
- Completes ACORD Applications
- Checks policies, reviews Policy Checker notes and orders appropriate policy corrections
Qualifications for commercial accounts
- Demonstrated success in value based selling
- Professional registration, Professional Engineer (PE), Professional Geologist (PG) is preferred
- Significant relevant management experience in technology sales, preferably inside sales
- Undergraduate or graduate degree in Business would be an asset
- Assists in the administration of endorsements including invoicing and submitting requests
- Prepares and sends invoices
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Commercial Accounts Job Description
Job Description Example
Our company is looking to fill the role of commercial accounts. 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 accounts
- Reviews simple contracts
- Prepares renewal documents and comparisons by inquiring about updates from client and learns to negotiate renewals
- Works directly with clients, underwriters and Account Managers to ensure client needs are met
- Enhances position knowledge by learning to understand complex contracts, bid spec/contract review and premium allocations
- Transform new accounts underwriting capabilities and processes
- Drive the business through the approval of profitable applicants and enhance underwriting decisions by incorporating new information, new techniques, and changing factors
- Leads cross-functional planning and execution of Focus 85 workstreams, spanning Sales, Strategy and Sales Operations, Pricing and Contracting, and Marketing
- Leads Corporate Accounts alignment activities with EC members and division commercial leaders
- Directs activities for and provides key input to Corporate Accounts Strategic Planning (Strat Plan) and Annual Operating Plan (AOP)
- Drives process improvement activities in concert with functional leaders across Sales, Strategy and Sales Operations, Pricing and Contracting, and Marketing
Qualifications for commercial accounts
- INS 21 – Property & Liability Insurance Principles
- Integrity - Demonstrates professional behaviors with honesty and respect
- Collaboration - Must be able to establish and maintain positive working relationships with co-workers, clients and carriers
- Passionfor customer service - Must be able to effectively interact with internal and external clients by demonstrating basic knowledge of the clients’ business needs, instilling confidence, revolving issues, following through on commitments, and tapping all available resources in order to meet the clients’ expectations
- Innovation - Must be able to use problem-solving skills to identify and solve problems or offer solutions using knowledge of the client knowledge of the insurance industry
- Accountability -Establishes priorities and organizes time effectively and efficiently to ensure that tasks are completed to meet or exceed customer expectations
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Commercial Accounts Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of commercial accounts. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for commercial accounts
- Demand excellence through example, coaching and inspiring others
- Drive sales strategy by working with the executive team and functional leaders
- Implement account and opportunity planning processes and develop new initiatives to maximize revenue and market potential
- Demonstrate strong product knowledge and ability to articulate our value proposition
- Develop new accounts strategy, process and capabilities that maximizes approval to drive profitable spend, improve credit controls and customer experience across global commercial portfolios
- Evaluate Corporate/Wholesale portfolio strategies and process flows through deep understanding of commercial client needs, capacity and risk, and portfolio analytics
- Partner closely with cross-functional teams Risk Systems Innovation, Global Services Network, Compliance, and Legal to implement risk strategies and ensure best-in-class customer services
- Develop comprehensive risk monitoring to evaluate effectiveness of new accounts strategies and processes
- Build the next generation new accounts capabilities that can integrate the card and non-card portfolios to drive synergy and efficiency
- Establish strong relationships with delivery colleagues in the Netherlands internationally, focusing on the highest service quality to your accounts driving to personal target over-achievement
Qualifications for commercial accounts
- An MBA or an advanced degree (Masters/PhD) with specialization in the areas of Finance, Economics, Math/Statistics, Operations Research, Business is preferred
- Must have a proven record of both sales and sales management success in the large business space
- 3+ years of relevant experience managing a program management office
- Track record of delivering successful projects in a cross-functional environment
- Ability to set clear objectives and manage a matrix team to execute those objectives
- Must have strong customer engagement skills to interact and articulate initiatives and strategy for cross divisional colleagues and internal stakeholders
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Commercial Accounts Job Description
Job Description Example
Our company is hiring for a commercial accounts. 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 accounts
- Initiate collection calls to account customers, research and resolve past due / billing issues on accounts that have resulted in delinquent payment
- Assist collectors in troubleshooting and resolving difficult accounts
- Liaise with cash applications to ensure timely application of payments
- Perform accounting reconciliations, reduce account aging, and establish clear and concise communications
- Have daily interaction with customers, including follow-up when expected payment has not been received
- Prepare metric and KPI analysis and explanations behind portfolio performance variations
- Work with a Commercial Sales Executive in a supportive position with the main focus on pre sales activities – including (but not limited to) technical presentations and demonstrations to “Fortune 100” named accounts in the local area
- Responsible for recruiting, training and managing National Account Executives
- Ensures customer retention and NBOC (new business, old customer) targets are met or exceeded, new accounts are properly installed, and customer services are effectively managed
- Create and drive the process for developing, maintaining and improving relations with a number of key affiliate client accounts to keep or set FNG as the content partner of choice
Qualifications for commercial accounts
- Strong understanding of BSC’s business, processes, and systems
- Ability to review reports, for accuracy and logic
- Bachelors in Engineering and Master’s degree in a quantitative skill or equivalent experience preferred, OR
- Must live in South Carolina
- Proficiency with MS Office programs (MS Word, MS Excel, MS PowerPoint)
- Manage a team of direct Sales Executives to drive rapid new business sales growth within a defined territory
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Commercial Accounts Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of commercial accounts. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for commercial accounts
- Creates an account plan for each key account for 2 years in which budgeted targets are translated into specific strategy and actions per account as part of the operational plan of the Commercial team
- Track key accounts’ key initiatives and goals through analysis of annual reports, earnings reports, market conditions, competition, industry forums etc and input into account plan
- Identify client engagement opportunities through FNG access to major sporting events, Hollywood, Nat Geo, industry forums etc and also event-manage 1 to 2 key activations in a year
- Proactively initiate contact with customers on a regular basis
- Process payments, transmit sale & file sales transactions in a timely manner
- Oversee Accounts Receivable for their accounts
- Dealing with redemptions and personals
- Respond to customer inquiries and complete repossession redemption process as per established procedures
- Work closely with other Commercial Accounts Reps to train as backup for other accounts and ensure all customers have SLA’s met
- Assist with and perform various administrative and clerical duties relating to the sale, including posting charges, preparation of contracts and titles, processing payments, transmit EFT/wire transfers, balancing & filing sales transactions
Qualifications for commercial accounts
- Build and drive sales strategy for the territory in conjunction with Sales Operations to effectively Go-To-Market including understanding the competitive landscape, presence and strength within the territory
- Actively engage in territory planning, relationship development and opportunity development and driving revenue by assisting Sales Executives in closing opportunities
- Recruit, coach and mentor team members to drive excellence
- Development of territories and quota for the sales team and effectively communicating to set performance expectations within the team
- Manage and report accurate forecast and pipeline to the business
- Achievement of annul sales goals on a quarterly and annual basis