Commercial Lines Insurance Account Associate at Petrela, Winter & Associates

Navacord; Ottawa; Hybrid; CAD 45,000 - 55,000; Full time

Job summary

Ein innovatives Unternehmen sucht einen Commercial Lines Insurance Account Associate, um ein spezialisiertes Team in Ottawa zu unterstützen. Diese Rolle bietet die Möglichkeit, mit hochwertigen Baukunden zu arbeiten und umfasst die Verwaltung von Kontodokumentationen sowie die Unterstützung bei der Erstellung von Versicherungsscheinen. In einem dynamischen und kollaborativen Umfeld fördern wir kontinuierliches Lernen und Wachstum, während wir eine wettbewerbsfähige Vergütung und umfassende Vorteile bieten. Wenn Sie eine Leidenschaft für Versicherungen haben und in einem unterstützenden Team arbeiten möchten, ist diese Position ideal für Sie.

Benefits

Vollständiges Leistungspaket

Gewinnbeteiligungsplan

100% Studiengebührenrückerstattung

Berufliche Entwicklungskurse

Bezahlte Freizeit

Qualifications

• Mindestens 2 Jahre Erfahrung in der Versicherungsbranche, davon 1 Jahr in Commercial Lines.
• Starke schriftliche und mündliche Kommunikationsfähigkeiten erforderlich.

Responsibilities

• Verwaltung von Kontodokumentation und Administration zur Unterstützung des Account Managers.
• Erstellung von Versicherungsscheinen und Überprüfung der Genauigkeit von Dokumenten.

Skills

Versicherungskenntnisse

Kommunikationsfähigkeiten

Organisationstalent

MS Office Kenntnisse

EPIC Erfahrung

Education

R.I.B.O Lizenz

Tools

EPIC

MS Office Suite

Job description

Commercial Lines Insurance Account Associate at Petrela, Winter & Associates

Commercial Lines Insurance Account Associate at Petrela, Winter & Associates

5 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

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

POSITION OVERVIEW

The Commercial Lines Insurance Account Associate will support an Insurance Account Manager and Account Executive in our growing Ottawa office, servicing a portfolio of high-quality construction clients located throughout Eastern Ontario.

Petrela, Winter & Associates (“PWA”), a Navacord Partner Broker, is a boutique specialty commercial brokerage and recognized leader in construction insurance and surety bonding in Canada. PWA’s specialized business model, combined with its culture of teamwork, high value-add service, and continuous learning and growth, enable it to deliver a differentiated value proposition toclients and a uniquely fulfilling and rewarding career experience to staff.

RESPONSIBILITIES

• Manage account documentation and administration in support of Account Manager and Account Executive (i.e., routine inquires, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.)
• Preparation of certificates of insurance and auto pink slips as required.
• Review accuracy of policy documents prior to the delivery to the client.
• Input of client policy data into client management system (EPIC).
• Invoicing.
• Intermediate knowledge of excel to create premium comparison and other spreadsheets.
• Creating policy binders to send out to clients.
• Other duties as assigned.

REQUIREMENTS

• Minimum 2 years insurance experience and at least 1 year in Commercial Lines. Preference given to candidates with construction insurance experience.
• R.I.B.O license required.
• Strong written and oral communication skills.
• Highly organized with strong attention to detail.
• Ability to be a self-starter who works well both independently and with a team.
• Advanced proficiency with MS Office suite, and preference given to candidates with EPIC experience.

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. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative and Customer Service

• Industries

  Insurance and Construction

Referrals increase your chances of interviewing at Navacord by 2x

Get notified about new Account Associate jobs in Ottawa, Ontario, Canada.

Mid-Market Account Executive - Ottawa, Ontario

Ottawa, Ontario, Canada $45,000.00-$55,000.00 3 weeks ago

Networking Account Executive – Sales Specialist - Ottawa (Canada) 1436118

Opportunity TypeFull-time associate wanted

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.