Commercial Lines Insurance Account Manager at Petrela, Winter & Associates

Navacord; Ottawa; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading company in construction insurance is seeking a Commercial Lines Insurance Account Manager in Ottawa. This role involves managing client accounts, ensuring quality service, and collaborating with a supportive team. Opportunities for professional development and a competitive compensation package are offered.

Benefits

Competitive Compensation Package

Full Benefits Package

Profit Sharing Plan

Professional Development Courses

100% Tuition Reimbursement

Paid Time Off

Qualifications

• Minimum 3 years of commercial insurance experience required.
• Preference for candidates with construction insurance experience.

Responsibilities

• Manage a renewal book of construction insurance business.
• Ensure responsive service and manage account documentation.
• Maintain positive working relationships with clients.

Skills

Attention to Detail

Time Management

Problem Solving

Analytical Skills

Communication

Education

R.I.B.O. License

Tools

MS Office

EPIC

Job description

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• 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 Manager would support the Account Executive and Team Leader, 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 to clients and a uniquely fulfilling and rewarding career experience to staff.

RESPONSIBILITIES:

• Responsible for managing a renewal book of construction insurance business, including day to day client service, marketing, renewals, and project specific and specialty coverages.
• Ensure responsive and time sensitive service and renewals provided in accordance with PWA best practices and procedures.
• Manage account documentation (i.e., routine inquires, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.)
• Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements.
• Coordinate administrative client support with PWA’s support team.
• Insurance market relations and fostering productive and high-functioning relationships with underwriters.
• Maintain up-to-date broker management system(EPIC) workflow documentation and ensures workflows are followed.
• Collaborate with Bond Department Client Managers as required.
• Actively develop an increased knowledge of related insurance products and client needs.
• Participate in client meetings as necessary.
• Participate in training and professional development courses to enhance skills and industry knowledge.
• Maintain positive working relationships with clients, markets and PWA colleagues.
• Other duties as assigned.

REQUIREMENTS:

• Minimum 3 years of commercial insurance experience required in an Account Manager role.
• Preference given to candidates with construction insurance experience.
• R.I.B.O. license required.
• Solid understanding of policy wordings/coverages and proven negotiation skills.
• Strong attention to detail, time management, problem solving and analytical skills.
• Ability to be a self starter with strong written and oral communication skills and organizational skills.
• 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

  Other

• Industries

  Construction

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