Surety Account Manager at Petrela Winter & Associates

Navacord; Golden Horseshoe; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A leading company is seeking a Surety Account Manager to deliver exceptional customer service to construction surety accounts. This role focuses on financial analysis, client relationship management, and teamwork. The position offers a competitive compensation package and opportunities for professional growth in a hybrid work environment.

Benefits

Full Benefits Package

Profit Sharing Plan

Professional Development Courses & Designations

100% tuition reimbursement

Paid time off

Qualifications

• Minimum of 2 years Surety underwriting or brokerage experience.
• RIBO license required.

Responsibilities

• Provide elite level customer service to an assigned portfolio of accounts.
• Financial analysis and pre-underwriting administration of surety portfolio.
• Collaborate with team members in a professional manner.

Skills

Communication

Analytical Skills

Interpersonal Skills

Education

ACSB designation

Finance/Accounting training

Job description

Surety Account Manager at Petrela Winter & Associates

4 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

Petrela, Winter & Associates ("PWA") is hiring a Surety Account Manager, responsible for providing elite level customer service to a portfolio of construction surety accounts, within a strongly collaborative and team-based environment. The role includes servicing and managing the surety requirements for assigned clients and developing deep market relationships.

PWA's specialized expertise 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 rewarding career experience for staff.

RESPONSIBILITIES

• Provide elite level customer service to an assigned portfolio of accounts
• Financial analysis and pre-underwriting administration of surety portfolio
• Preparation of underwriting market submissions in accordance with company standards
• Provide innovative solutions to customer requirements
• Proactively manage the surety facility requirements of the assigned portfolio
• Collaborate with other team members, in both the surety and insurance departments, in a professional and solution oriented fashion
• Professionally represent the company at industry events, associations, and with our surety company partners
• Meet with clients in underwriting and prospecting meetings as required by the role

REQUIREMENTS

• Minimum of 2 years Surety underwriting or brokerage experience
• Preference given to candidates with ACSB designation and finance / accounting training or background
• RIBO license required
• A strong communicator, both written and oral
• Detail oriented with strong analytical skills (specifically financial analysis)
• Ability to influence others in a co-operative manner
• Works well both in a group environment and autonomously
• Solid understanding of financial statements
• Strong interpersonal and presentation skills with excellent attention to detail

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

Mid-Senior level

Employment type

Full-time

Job function

Sales and Business Development

Insurance

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