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Surety Account Executive at Petrela Winter
3 months ago
COMPANY BENEFITS
- A highly specialized team with a leading market proposition
- A genuinely collaborative workplace
- Excellent opportunities for learning and career advancement
- Flexible hybrid work schedule
- Attractive compensation package (Base Salary, Performance Bonus + commission on New Business)
- Comprehensive Benefits Package
- Profit Sharing Program
- Professional Development Opportunities & Certifications
- Full tuition reimbursement for relevant business courses and training
- Paid time off
POSITION SUMMARY
Petrela, Winter & Associates ("PWA") is seeking a Surety Account Manager, tasked with delivering exceptional customer service to a portfolio of construction surety accounts within a highly collaborative and team-oriented setting. This role encompasses managing and servicing the surety needs of designated clients while fostering strong market relationships.
PWA, a Navacord Broker Partner, is a boutique specialty commercial brokerage recognized for its leadership in the construction sector.
PWA's unique expertise, combined with its commitment to teamwork, high-value service, and ongoing professional development, allows it to provide a distinctive value proposition to clients and a fulfilling career experience for its employees.
KEY RESPONSIBILITIES
- Deliver outstanding customer service to an assigned portfolio of accounts
- Conduct financial analysis and pre-underwriting administration of the surety portfolio
- Prepare underwriting market submissions in line with company standards
- Offer innovative solutions to meet customer needs
- Proactively manage the surety facility requirements of the assigned portfolio
- Collaborate with team members across both surety and insurance departments in a professional and solution-focused manner
- Represent the company at industry events, associations, and with surety company partners
- Engage with clients in underwriting and prospecting meetings as required
QUALIFICATIONS
- Minimum of 2 years of experience in Surety underwriting or brokerage
- Preference for candidates with ACSB designation and a background in finance/accounting
- RIBO license is mandatory
- Strong written and verbal communication skills
- Detail-oriented with robust analytical abilities (particularly in financial analysis)
- Ability to influence others cooperatively
- Effective in both team settings and independent work
- Solid grasp of financial statements
- Exceptional interpersonal and presentation skills with keen attention to detail
Petrela Winter & Associates is dedicated to promoting diversity, equity, and inclusion. We acknowledge and respect human differences and similarities. We value the diversity of individuals and actively encourage applications from women, indigenous peoples, members of visible minorities, individuals with disabilities, and LGBTQ2+ persons. We are committed to providing accommodations upon request for applicants and employees with disabilities. If you require accommodations, we will collaborate with you to meet your needs.
