Surety Advisor at Petrela, Winter

6 days ago

Toronto, Ontario, Canada Navacord Full time

POSITION OVERVIEW

The Surety Advisor reporting to the Surety Practice Leader, will be responsible for providing elite level customer service and advisory services to a portfolio of construction surety accounts, within a strongly collaborative and team based environment. The role includes servicing day to day client needs, developing deep market relationships, and selectively targeting new business.

Petrela, Winter & Associates ("PWA"), a Navacord Partner Broker, is a boutique specialty commercial brokerage and recognized leader in construction insurance and surety bonding in Canada. PWA's specialized business model, combined with its cultureof teamwork, value-addservice excellence, and continuous improvement, enable it to deliver a differentiated, high-quality experience to clients and staff alike. This is a unique opportunity to be a part o part of an elite group of insurance and surety professionals in a mutually supportive, successful, and rewarding family environment.

RESPONSIBILITIES:

  • Provide elite level customer service to an assigned portfolio of accounts.
  • Act as a subject matter expert for the Surety Bonding practice.
  • 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.
  • Develop and pursue a business development strategy within the support framework provided by the company.

REQUIREMENTS:

  • Minimum of 3 years Surety underwriting or brokerage experience.
  • CA, RIBO, ACSB,CAIB and CIP designations are well received, but not 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.

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