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Phone 416.488.2522

Commercial Lines CSR

LOCATION: 12 Bruce Park Avenue, Toronto, Ontario M4P 2S3
REPORTING TO: Vice President, Insurance Practice Leader

OVERVIEW:

Petrela, Winter & Associates is hiring a Commercial Lines Insurance Account Associate for our Toronto location. This is a unique opportunity to join a nimble and entrepreneurial specialty brokerage with a reputation for being a leader in its field, and to be a part of an elite group of insurance professionals in a mutually supportive and highly successful team environment. Very little differentiates large insurers or generalist insurance brokers these days, so being part of a company with a distinctive character and market focus allows for meaningful recognition, job satisfaction, and career success.

RESPONSIBILITIES:

  • Manage account documentation (i.e., routine inquires, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.)
  • Review accuracy of policy documents prior to the delivery to the client
  • Support of service team as required to generate certificates of insurance and automobile pink slips
  • Prepare proposals for prospects in collaboration with account executive
  • Manage abeyance
  • Invoicing
  • Input of client policy data into client management system (Epic)
  • Intermediate knowledge of excel to create premium comparison and other spreadsheets
  • Creating policy binders to send out to clients
  • Prepare renewal requests to the clients 90 days in advance
  • Other duties as assigned

REQUIREMENTS:

  • Minimum 2 years insurance experience and at least 1 year in Commercial Lines
  • R.I.B.O license is required
  • Good interpersonal skills, presentation skills and attention to detail
  • Ability to be a self-starter with strong written and oral communication skills as well as organizational skills
  • Intermediate to advanced proficiency with MS Office suite, and preference given to candidates with familiary with EPIC

We are committed to providing accommodations for persons with disabilities. If you require accommodation, we will work with you to meet your needs.

Qualified candidates are invited to email their resume and cover letter to ejaspe@petrela.com