Commercial Lines Insurance Services Associate At Petrela, Winter And Associates

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