Insurance Account Manager - Commercial Lines at Petrela Westmount
Manage a portfolio of construction insurance accounts, handling renewals, marketing, and day-to-day client service. Coordinate with underwriters and the bond department while maintaining accurate documentation in the EPIC system.
- Hybrid
- Ottawa, ON
- Posted Aug 10, 2026
- Apply by Sep 9, 2026
- 1 position
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Job summary
POSITION OVERVIEW The Commercial Lines Insurance Account Manager would manage a portfolio of high-quality construction insurance business, working alongside a group of construction-specialist insurance professionals and support team. 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 opportunity and career growth environment. WHAT YOU’LL BE RESPONSIBLE FOR: Responsible for managing a renewal book of construction insurance business comprised of approx. 50 or less accounts, including day to day client service, marketing, renewals, and project specific and specialty coverages. Ensure responsive and time sensitive service and renewals provided in accordance with our best practices and procedures. Manage account documentation (i.e., routine inquires, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.). Review client’s current coverage and exposures, loss experience and analyze risk to determine the product/service requirements. Coordinate administrative client support with our support team. Insurance market relations and fostering productive and high-functioning relationships with underwriters. Maintain up-to-date broker management system (EPIC) workflow documentation and ensures workflows are followed. Collaborate with Bond Department Account Managers as required. Actively develop an increased knowledge of related insurance products and client needs. Participate in client meetings as necessary. Participate in training and professional development courses to enhance skills and industry knowledge. Mentoring and training of junior team members. Maintain positive working relationships with clients, markets and colleagues. Other duties as assigned. WHAT YOU BRING TO THE ROLE: Minimum 3 years of commercial insurance experience required in an Account Manager role. Preference given to candidates with construction insurance experience. R.I.B.O. license required. Ability to be a self starter with strong written and oral communication 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.
What you’ll do
Manage a portfolio of construction insurance accounts, handling renewals, marketing, and day-to-day client service. Coordinate with underwriters and the bond department while maintaining accurate documentation in the EPIC system.
Requirements
Requires a minimum of 3 years of commercial insurance experience as an Account Manager and a valid R.I.B.O. license. Candidates should possess strong communication skills and a solid understanding of policy wordings, with construction insurance experience preferred.
Benefits
• Health and Dental Benefits • Profit Sharing Bonus • Hybrid/Flextime Work Environment
Listed skills
- Time managementPreferred
- Customer servicePreferred
- Problem solvingPreferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Commercial Insurance
- Construction Insurance
- Client Service
- Risk Analysis
- Underwriting Relations
- EPIC Broker Management System
- Negotiation
- Time Management
- Problem Solving
- Analytical Skills
- MS Office
- Mentoring
Job areas
- Finance & Accounting
- Customer Service & Support
- Construction
- Consulting
- Administrative
Additional details
- Minimum education
- Professional degree
- Minimum experience
- 2+ years
- Apply by
- Sep 9, 2026
- Posting language
- English
- Working hours
- 40 hours per week
- Seniority
- Mid-Senior level
- Application method
- Direct apply is available
