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Commercial Lines Account Manager at Petrela Winter
2 months ago
We are seeking an experienced Commercial Lines Account Manager to join our team at Petrela Winter & Associates. As a key member of our commercial brokerage team, you will be responsible for managing a portfolio of high-quality construction insurance business.
Key Responsibilities:- Manage 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, review client's current coverage and exposures, loss experience, and analyze risk to determine product/service requirements.
- Coordinate administrative client support with PWA's support team, insurance market relations, and fostering productive and high-functioning relationships with underwriters.
- Develop new business strategy, marketing, and presentations/proposals commensurate with role and experience, and in collaboration with Manager and team as required/appropriate.
- Maintain up-to-date broker management system (EPIC) workflow documentation and ensures workflows are followed.
- Collaborate with Bond Department Client Managers as required, actively develop an increased knowledge of related insurance products and client needs, and participate in or conduct client meetings as necessary.
- Participate in training and professional development courses to enhance skills and industry knowledge, maintain positive working relationships with clients, markets, and PWA colleagues, and perform other duties as assigned.
- Minimum 3 years of commercial insurance experience required (Account Manager role).
- Minimum 7-10 years of commercial insurance experience required (Account Executive role).
- R.I.B.O. license required, C.I.P. or C.A.I.B. designation(s) preferred.
- Client development/relationship management experience, solid understanding of policy wordings/coverages, and proven negotiation skills.
- Ability to mentor others, strong attention to detail, time management, problem-solving, and analytical skills, and ability to be a self-starter with strong written and oral communication skills as well as organizational skills.
- Intermediate to advanced skills in Outlook, Excel, Word, and broker management systems; experience with EPIC is preferred.
Petrela, Winter & Associates is actively committed to supporting 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.
