Commercial Lines Insurance Account Associate at Petrela, Winter & Associates

Navacord; Toronto; Hybrid; CAD 60,000 - 85,000; Full time

Job summary

A leading company in the insurance sector is seeking a Commercial Lines Insurance Account Associate in Toronto. The role involves supporting account managers, managing documentation, and ensuring client satisfaction. The ideal candidate will have a strong background in insurance, excellent communication skills, and a commitment to teamwork. This position offers a competitive salary, benefits, and opportunities for professional growth.

Benefits

Competitive compensation package

Full Benefits Package

Profit Sharing Plan

Professional Development Courses

100% tuition reimbursement

Paid time off

Qualifications

• Minimum 2 years insurance experience, 1 year in Commercial Lines.
• Preference for candidates with construction insurance experience.

Responsibilities

• Manage account documentation and administration.
• Preparation of certificates of insurance.
• Input client policy data into management system.

Skills

Communication

Organization

Attention to Detail

Self-Starter

Education

R.I.B.O license

Tools

MS Office

EPIC

Job description

Commercial Lines Insurance Account Associate at Petrela, Winter & Associates

Commercial Lines Insurance Account Associate at Petrela, Winter & Associates

2 days ago Be among the first 25 applicants

• 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 Toronto office, servicing a portfolio of high-quality construction clients located throughout Southern 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

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Insurance and Construction

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