Commercial Lines Account Manager at Petrela, Winter and Associates
4 weeks ago
COMPANY PERKS
- 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 Sudbury Branch Manager in Sudbury, servicing a portfolio of high-quality construction insurance business. This is a unique opportunity to join an entrepreneurial specialty commercial brokerage with a differentiated value proposition, which,in turn, provides or a differentiated career experience with formidable recognition, career fulfillment and professional growth.
Petrela, Winter & Associates (“PWA”), established in 1979, is a Navacord Broker Partner and a boutique specialty commercial brokerage and recognized leader in construction risk in Canada. We are proud to serve many Sudbury and Northern Ontario leading contractors since the inception of our firm over 40 years ago.
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. (Note: PWA provides certificate and Account
Associate support to our Account Managers).
Insurance market relations and fostering productive and high-functioning relationships with underwriters.
Keep client accounts up to date in EPIC, following the company’s established workflow.
Collaborate with Bond Department Client Managers as required.
Participate in client meetings as necessary.
Participate in training and professional development courses to enhance skills and industry knowledge of related insurance products and client needs
Maintain positive working relationships with clients, markets and PWA colleagues.
Occasionally represent PWA at industry associations and
networking events.
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.
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