Insurance Advisor, Commercial Lines at Petrela Westmount

POSITION OVERVIEW

The Commercial Lines Insurance Advisor is a dynamic dual function role consisting of managing a portfolio of high-quality construction insurance business and business development of new construction business. The role is supported by an Account Associate and Insurance Services (COI) team, with step-by-step production support provided through a dedicated BD team and advanced BD resources. This is a unique opportunity to join an industry leader in the construction space and be a part of a successful team and culture centered 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 opportunity and career growth environment.

WHAT YOU'LL BE RESPONSIBLE FOR:

• Responsible for managing a renewal book of "house" construction insurance business, including day to day client service, marketing, renewals, and project specific and specialty coverages, supported by an Account Associate and Insurance Services (COI) team.
• Co-responsibility for developing new construction client opportunities through promotion of Company's industry-leading value proposition and team-based sales approach.
• Review client’s current coverage and exposures, loss experience, and analyze risk to determine and recommend product/service requirements and optimal ongoing insurance risk management strategy for the business.
• Participate in client and prospect meetings, as necessary.
• Champion the Company's brand and services through regular participation in industry association events.
• Ensure responsive and time sensitive service and renewals provided in accordance with our best practices and procedures.
• Insurance market relations and fostering productive and high-functioning relationships with underwriters.
• Maintain up-to-date broker management system (EPIC) in accordance with established workflows.
• Collaborate with Bond Department staff as required.
• Actively develop an increased knowledge of related insurance products and client needs.
• Participate in training and professional development courses to enhance skills and industry knowledge.
• Other duties as assigned.

WHAT YOU BRING TO THE ROLE:

• Minimum 5 years of commercial insurance experience required in an Account Manager and/or Producer role.
• Preference given to candidates with construction insurance experience and production experience.
• R.I.B.O. license required.
• Ability to be a self starter with strong written and oralcommunication skills and organizational skills.
• Solid understanding of policy wordings/coverages.
• Strategic thinking and negotiation skills.
• Strong attention to detail, time management, problem solving and analytical skills.
• Advanced proficiency with MS Office suite, and 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.