Commercial Lines Insurance Services Associate at Petrela, Winter and Associates

16 hours ago


Toronto Ontario CA, Ontario 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 an Insurance Services Associates 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 is a leader in the field of construction insurance and bonding — an entrepreneurial and well respected brokerage firm with a defined construction specialty and strategic advantage. Very little differentiates large Insurers or Jack-of-All-Trades Insurance Brokerage firms these days, so being part of a company with a very distinctive character and market focus allows for meaningful recognition, job satisfaction, and career success.


RESPONSIBILITIES:


  • Core responsibility is administrative support through preparation of certificate 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 purposes of servicing and delivering documentation requests.
  • Interact with Account Manager and Insurance Associate colleagues for guidance and direction on client service requests (as they relate to document preparation).
  • Manage COI issuance process on renewal business, including large client renewals.
  • Other duties as assigned.


REQUIREMENTS:

  • Preference given to individual with some insurance experience, however, experience is not compulsory and 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


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