Surety Account Manager at Petrela Winter & Associates

Navacord; Toronto; Hybrid; CAD 70,000 - 100,000; Full time

Benefits offered by this job

Full Benefits Package

Profit Sharing Plan

Professional Development Courses

100% tuition reimbursement

Paid time off

Paid time off

Job summary

An established industry player is seeking a Surety Account Manager to join their specialized team. This role offers an exciting opportunity to provide elite customer service to a portfolio of construction surety accounts while fostering strong market relationships. The position emphasizes collaboration and continuous professional development, ensuring that you thrive in a supportive environment. With a competitive compensation package, including performance bonuses and tuition reimbursement, this role is perfect for those looking to grow their careers in the insurance industry. If you have a passion for client service and a strong financial background, this could be the perfect fit for you.

Qualifications

• Minimum of 2 years of experience in Surety underwriting or brokerage.
• Strong analytical skills with the ability to influence others.
• ACSB designation preferred; finance/accounting training beneficial.
• Strong written and oral communication.
• Detail oriented with strong financial analysis.
• Ability to influence others in a cooperative manner.
• Works well in groups or autonomously.

Responsibilities

• Provide elite customer service to a portfolio of construction surety accounts.
• Conduct financial analysis and manage surety facility requirements.
• Prepare underwriting market submissions per company standards.
• Provide innovative solutions to customer requirements.
• Proactively manage the surety facility requirements of the portfolio.
• Collaborate with surety and insurance teams professionally and solutions-focused.
• Represent the company at industry events and meetings with surety partners.
• Meet with clients in underwriting and prospecting meetings as required.

Skills

Surety underwriting experience

Financial analysis

Communication skills

Analytical skills

Interpersonal skills

Education

ACSB designation

Finance/accounting training

RIBO license

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

Industries

Insurance