POSITION OVERVIEW The Commercial Lines Insurance Account Associate would support an Insurance Account Manager and Account Executive in our growing Ottawa office, servicing a portfolio of high-quality construction clients located throughout Ottawa and Eastern Ontario. This is a unique opportunity to join a specialized and industry leading organization and be a part of a successful team and culture centred around teamwork and inclusivity, service excellence and a client-centric mindset, and continuous learning and growth.
Petrela
Westmount, a Navacord Company (formerly Petrela, Winter & Associates), is a boutique commercial broker and recognized leader in construction insurance and surety bonding in Canada. Our specialty focus empowers us to deliver differentiated and elevated experiences to our staff, customers, and business partners, offering a uniquely fulfilling and rewarding employment chance and career growth environment. WHAT YOU’LL BE RESPONSIBLE FOR:
Manage account documentation and administration in support of Account Manager and Account Executive (i.e., routine inquires, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.).
Preparation of certificates of insurance and auto pink slips as required.
Review accuracy of policy documents prior to the delivery to the client.
Manage abeyances.
Input of client policy data into client management system (EPIC).
Invoicing.
Intermediate knowledge of excel to create premium comparison and other spreadsheets.
Creating policy binders to send out to clients.
Other duties as assigned. WHAT YOU BRING TO THE ROLE:
Minimum 2 years insurance experience and at least 1 year in Commercial Lines.
Preference given to candidates with construction insurance experience.
R.I.B.O license required.
Strong written and oral communication skills.
Highly organized with strong attention to detail.
Ability to be a self-starter who works well both independently and with a team.
Advanced proficiency with MS Office suite.
Preference given to candidates with EPIC experience. WHAT WE OFFER:
Health and Dental Benefits.
Profit Sharing Bonus.
Hybrid/Flextime Work Environment.
AI DISCLOSURE: Petrela Westmount DOES NOT utilize artificial intelligence in the screening, assessment, or selection of applicants for this position.
POSITION STATUS: This is for a new position within our company. We are committed to providing an inclusive and accessible recruitment and employment experience. Accommodations are available throughout the selection process in accordance with applicable human rights and accessibility legislation. If you require accommodation, let us know and we will work with you to meet your needs.
Petrela
Westmount, a Navacord Company is the trade name for Petrela Westmount Surety and Insurance Services Inc. o/a Petrela Westmount.