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Job Title


Commercial Lines Insurance Account Associate at Petrela, Winter & Associates


Company : Navacord


Location : Ottawa, Ontario


Created : 2025-05-02


Job Type : Full Time


Job Description

COMPANY PERKSA very specialized team with a market-leading value propositionA truly collaborative environmentGreat learning and growth opportunitiesHybrid remote and flexible scheduleA competitive compensation package (Base Salary, Performance Bonus + commission on New Business)Full Benefits PackageProfit Sharing PlanProfessional Development Courses & Designations100% tuition reimbursement for business-relevant courses and trainingPaid time offPOSITION OVERVIEWThe Commercial Lines Insurance Account Associate will support an Insurance Account Manager and Account Executive in our growing Ottawa office, servicing a portfolio of high-quality construction clients located throughout Eastern Ontario.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. PWAs specialized business model, combined with its culture of teamwork, high value-add service, and continuous learning and growth, enable it to deliver a differentiated value proposition toclients and a uniquely fulfilling and rewarding career experience to staff.RESPONSIBILITIESManage 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.REQUIREMENTSMinimum 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, and preference given to candidates with EPIC experience.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.