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6 May 2022

Full-Time Commercial Account Associate

Petrela, Winter & Associates – Posted by Jones DesLauriers IMI Toronto, Ontario, Canada

Job Description

WE OFFER:

  • A very specialized team with a market-leading value proposition
  • A truly collaborative environment
  • Great learning and growth opportunities
  • Hybrid remote work flexibility
  • A competitive compensation package (Base Salary, Performance Bonus + commission on New Business)
  • Full Benefits Package
  • Professional Development Courses & Designations
  • 100% tuition reimbursement for business-relevant courses and training
  • Paid time off

POSITION OVERVIEW

Petrela, Winter & Associates (“PWA”) is hiring for a Commercial Lines Insurance Account Associate to provide service support on a portfolio of high quality construction insurance business. This is a unique opportunity to join an entrepreneurial specialty commercial brokerage and industry leading brand, and to be a part of an elite group of insurance professionals in a mutually supportive, successful, and rewarding team environment.

Specializing exclusively in construction for over 40 years has given PWA a distinctive character and market focus which sets it apart from the generalist broker industry, and, in turn, provides a differentiated career opportunity with meaningful recognition, job satisfaction, and growth.

RESPONSIBILITIES:

• Manage account documentation (i.e., routine inquires, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.)

• Review accuracy of policy documents prior to the delivery to the client

• Support of service team as required to generate certificates of insurance and automobile pink slips

• Prepare proposals for prospects in collaboration with account executive

• Manage abeyances

• Invoicing

• Input of client policy data into client management system (Epic)

• Intermediate knowledge of excel to create premium comparison and other spreadsheets

• Creating policy binders to send out to clients

• Prepare renewal requests to the clients 90 days in advance

• Other duties as assigned

REQUIREMENTS:

• Minimum 2 years insurance experience and at least 1 year in Commercial Lines

• R.I.B.O license required

• Good interpersonal skills, presentation skills and attention to detail

• Ability to be a self-starter with strong written and oral communication skills as well as organizational skills

• Intermediate to advanced proficiency with MS Office suite, and preference given to candidates with familiarity with EPIC

Petrela, Winter & Associates is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.

How to Apply

Interested candidates should submit their resume to: careers@navacord.com

Job Categories: Insurance. Job Types: Full-Time.

Job expires in 17 days.

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