Commercial Lines Insurance Services Specialist at Petrela, Winter & Associates

Navacord; Toronto; Hybrid; CAD 40,000 - 50,000; Full time

Job summary

A leading insurance brokerage in Toronto is seeking an entry-level Insurance Services Associate. This role offers a unique opportunity to gain experience in commercial insurance within a supportive team environment. Responsibilities include administrative support and client interaction. Candidates will receive full training and have access to professional development opportunities.

Benefits

Full Benefits Package

Profit Sharing Plan

Professional Development Courses

100% Tuition Reimbursement

Paid Time Off

Qualifications

• Preference for individuals with some insurance experience.
• Full training provided for entry-level candidates.

Responsibilities

• Provide administrative support and prepare certificates of insurance.
• Interact with clients and manage documentation requests.
• Collaborate with Account Managers for client service.

Skills

Interpersonal Skills

Attention to Detail

Written Communication

Oral Communication

Organizational Skills

Education

Post-secondary Education

Tools

MS Office Suite

EPIC

Job description

Commercial Lines Insurance Services Specialist at Petrela, Winter & Associates

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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:

Petrela, Winter & Associates (“PWA”), is hiring an Insurance Services Associate for our Toronto location. This is an entry-level opportunity ideally suited for an individual wishing to pursue a career in commercial insurance in an administrative support role.

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, value-add service excellence, and continuous improvement, enables it to deliver a differentiated, high-quality experience to clients and staff alike. This is a unique opportunity to be part of an elite group of insurance and surety professionals in a mutually supportive, successful, and rewarding environment.

Responsibilities:

• Provide administrative support through preparation of certificates of insurance (COI) and related documentation (auto pink slips, etc.).
• Check client records to ascertain relevant coverages to capture on documentation.
• Interact with clients for servicing and delivering documentation requests.
• Collaborate with Account Managers and Insurance Associate colleagues for guidance on client service requests related to document preparation.
• Manage the COI issuance process on renewal business, including large client renewals.
• Perform other duties as assigned.

Requirements:

• Preference given to individuals with some insurance experience; however, experience is not compulsory as full training will be provided.
• Post-secondary education preferred.
• Good interpersonal skills and attention to detail.
• Ability to be a self-starter with strong written and oral communication skills, as well as organizational skills.
• Proficient in MS Office Suite.
• Preference given to individuals with EPIC experience.

Additional Information:

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Administrative
• Industry: Insurance