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Commercial Account Associate Jobs in Calgary, AB

As a Commercial Insurance Associate, you'll build relationships with new and existing clients ... Apply today for the Commercial Account Advisor opportunity at our Calgary - Fisher branch!

... Account Manager. Your future career path in TD Commercial Banking can include a variety of ... Positions are available across Canada for the Commercial Associate program. Additional Information:

The Account Manager will function as a mentor to Associate Account Manager(s), and support Account ... years of commercial property & casualty experience is required. * Motivated to help support a ...

The Account Manager will function as a mentor to Associate Account Manager(s), and support Account ... years of commercial property & casualty experience is required * Motivated to help support a ...

Undergraduate degree and/or * 5+ years of relevant experience and/or Associate Program Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in ...

Associate, TD Asset Based Lending

Calgary, AB · On-site +1

CA$81K - CA$115K/yr

... Accounts (CNA) within the Commercial Bank. This dynamic, growing group provides dedicated ... The Associate is responsible for: * Supporting the team with portfolio expiry management and timely ...

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Commercial Account Associate information

What is a commercial account associate?

A Commercial Account Associate is a professional who supports account managers and sales teams in managing business-to-business (B2B) client accounts. Their responsibilities typically include assisting with client communications, processing orders, preparing proposals, resolving issues, and ensuring customer satisfaction. They act as a liaison between clients and the company, helping to maintain and grow business relationships. This role often serves as a stepping stone to more senior account management or sales positions.

What are the typical daily responsibilities of a commercial account associate in an insurance agency?

A Commercial Account Associate in an insurance agency typically manages a portfolio of business clients, assisting with policy renewals, endorsements, and addressing client inquiries. Daily tasks include preparing quotes, processing applications, gathering and verifying documentation, and maintaining accurate records in agency management systems. The role often involves collaborating closely with account managers, underwriters, and sales teams to ensure clients receive timely and effective service. Strong organizational skills and attention to detail are essential, as associates must balance multiple accounts and deadlines simultaneously.

What are the key skills and qualifications needed to thrive as a commercial account associate, and why are they important?

To thrive as a Commercial Account Associate, you need strong analytical abilities, attention to detail, and a background in business, finance, or insurance, often supported by a relevant degree. Familiarity with CRM software, insurance quoting systems, and Microsoft Office Suite is typically required. Exceptional communication, customer service, and organizational skills help you build client relationships and manage multiple accounts effectively. These skills are essential for accurately servicing clients, retaining business, and contributing to the success of the agency or firm.

What is the difference between Commercial Account Associate vs Business Development Representative?

AspectCommercial Account AssociateBusiness Development Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer sales or finance certificationsHigh school diploma; often prefers sales or marketing certifications
Work EnvironmentOffice-based, client meetings, account managementOffice and field, prospecting and client outreach
Employer & Industry UsageFinancial services, insurance, bankingSales, marketing, financial services
Common Search & Comparison IntentUnderstanding roles related to client account management in commercial financeSeeking roles focused on generating new business and client acquisition

The Commercial Account Associate primarily manages existing client accounts within financial or insurance sectors, focusing on service and retention. In contrast, a Business Development Representative concentrates on prospecting and acquiring new clients. Both roles often require sales or finance certifications and operate in similar industries, but their core responsibilities differ—one maintains accounts, the other seeks new business opportunities.

What are the most commonly searched types of Commercial Account jobs in Calgary, AB?

The most popular types of Commercial Account jobs in Calgary, AB are:

Pro Account Sales Associate: Full Time - TUSCANY

The Home Depot Canada

Calgary, AB • On-site

Other

This job post has expired today. Applications are no longer accepted.


Job description

Job Description
Are you someone who thrives on helping others succeed, enjoys making an impact, and takes pride in guiding customers to the right solutions for their projects? If you’re also naturally curious and eager to keep learning, consider starting or growing your career with us at The Home Depot.

Position Overview:

Pro Account Sales Associates (PASAs) are primarily responsible for building relationships and selling products to industrial, commercial and other professional customers. Key responsibilities for this position include providing outstanding service to customers through the sharing of product knowledge of all store departments and developing and maintaining professional customer relationships. PASAs must have thorough knowledge of all departments and how to use the products in each department. This position also involves acting as a sales associate on the floor including all associated duties (e.g., keeping work area clean and organized).


Key Responsibilities:

  • Spends minimum of 25% of time pursuing new business, most of which to be spend on the sales floor, actively prospecting customers already shopping in the store.
  • Develops one-on-one relationships with Pro customers, providing a familiar face to their customers day in and day out. Uses knowledge of customer’s line of business to anticipate their needs.
  • Uses GET Involved behaviors to ask questions to clarify customer’s needs for both products and services , demonstrates effective up-selling, add-on selling and closing techniques to ensure that all customers’ needs are met and that the complete project is sold.
  • Maintains an organized, up-to-date system for profiling and tracking top accounts as well as for developing new ones. Keeps work area clean and organized.
  • Follows-up with customers to ensure customer satisfaction and pursues future business. Partners with Store Management to resolve outstanding issues.
  • Strives to meet personal goals (e.g., sales, quotes, credit accounts) set by Supervisor as well as the goals of the team. Creates action plan with Supervisor to develop selling skills.
  • Delivers sales presentations to potential customers outside of store (e.g., work site visits, meetings) only at the discretion of the Supervisor.
  • Creates customer quotes and processes fax, phone and counter orders quickly and accurately. Communicates order information to Pullers and Delivery Will Call Coordinators accurately so that the customer’s expectations are met and the best possible service is maintained.
  • Ensures orders are picked up and delivered by checking customer logbook. Trains and informs Store Associates about the Pro Program and encourages total store involvement.


Competencies:

  • Customer Driven: Provides outstanding customer service using GET Involved behaviors - greet, engage and thank (to both internal and external customers); follows through on responsibilities to customers; recovers from any errors made and leaves customer satisfied.
  • Gets Things Done: Demonstrates the ability to get results despite a large workload, competing demands and a fast-paced environment.
  • Acts with Integrity: Demonstrates responsible and honest behavior in all Home Depot roles, tasks and responsibilities.
  • Communicates Effectively: Creates open channels of communication; adapts message to fit the audience; expresses ideas clearly and concisely; keeps others well-informed; listens carefully to input and feedback.
  • Ground Engaged: Aware of how the work performed in the job and the goals of the organization are interrelated; aware of the competition; knows the business and industry.
  • Team Player: Maintains positive working relationships with co-workers; effectively handles interpersonal conflict situations.
  • Planning and Organizing: Sets priorities, plans and coordinates work activities; obtains and manages resources in order for goals to be accomplished on time and within budget.
  • Driving Sales: Knows all departments/areas and effectively promotes products and services (ie: commercial credit); makes decisions in line with the goal of selling; ability to overcome customer objections in order to make sales.


Skills:

  • Customer Service: Greet and engage with all customers, ensuring a positive experience and addressing inquiries.
  • Product Knowledge Expertise: Maintain in-depth knowledge of products to build customer trust and foster long-term relationships.
  • Store Standards: Drive execution of store events, uphold department standards, and ensure on-shelf availability.


Direct Manager/Direct Reports:

  • Reports to Department Supervisor


Travel Requirements:

  • NA


Physical Requirements:

  • Bending, stooping, reaching, twisting, lifting, pushing, pulling and moving items Requires the ability to lift and move heavy and bulky items without assistance
  • Responding to public address system announcements Requires listening for customer service calls, personal pages and general information announcements
  • Climbing ladders Requires climbing ladders, up to the height of 16 feet, in order to obtain or stock merchandise
  • Walking and Standing Requires moving around the store to assist Customers
  • Identifying and reading reports, tickets and UPC labels Requires recognizing, identifying and using merchandise and necessary reports


Working Conditions:

  • Due to forklifts and other heavy equipment traveling through the store, temporary cracks may appear in the floor, causing an uneven walking surface.
  • The warehouse environment can be dusty and noisy Doors are frequently open, causing drafts and interior temperature changes.
  • Floors around work area may become slippery during wet weather conditions.
  • May have to handle merchandise and work with tools with sharp edges.
  • Passing forklifts emit gas fumes.
  • Tools, supplies and related merchandise may contain hazardous materials.


Minimum Education:

  • High School Diploma or equivalent


Minimum Years of Work Experience:

  • Minimum 1 year receiving experience


Minimum Leadership Experience:

  • NA


Certifications:

  • NA


Other Requirements/Assets:

  • NA
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