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Surety Account Manager at Petrela Winter

1 month ago

North York ON, Canada Navacord Full time

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

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.

Petrela, Winter & Associates (PWA), a Navacord Broker Partner, is a boutique specialty commercial brokerage and recognized leader in the construction segment.

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.