Senior Accountant – Mergers and Acquisitions

Senior Accountant – Mergers and Acquisitions

Comma Recruitment are looking for an experienced Senior Accountant with extensive insurance industry experience with experience in Mergers and Acquisitions. The key thrust of this role is to provide a wide range of creative, practical and specific financial solutions to the companies Insurance brokers in accordance with the policies and transactional structures put in place by Broker Financial Solutions. Take charge of the analysis, proposal, negotiation and deliverable of the pertinent financial solutions by keeping with and conciliating with the company’s strategic objectives and those of its partners. Develop strong relationships with the regional Senior Vice Presidents, regional Vice Presidents, regional Branch Managers and regional and operational teams. Develop strong relationships with the brokers who are partners with the company’s with whom relations are established or to be established with Broker Financial Solutions.
The incumbent will report to the Vice President, Broker Financial Solutions.
Responsibilities:
1. Leader, coordinator and expert in the execution and the carrying out of Broker Financial Solutions financial transactions including the valuation of portfolios and brokerage firms, the negotiation of financial agreements as well as the pertinent legal documentation in collaboration with the appropriate regional business units as well as the various internal/external partners. Responsible for the planning and execution of the various transactions (including the strategy, financial structure, due diligence and integration initiatives). 2. Take complete responsibility of mergers and acquisitions (M&A) or investments processes of Broker Financial Solutions with Intact partners.  Analyze, recommend and execute investment decisions related to loans and strategic distribution investments. Develop tailored financial agreements that meet the needs of all parties involved.  Identify and analyse financial, business and tax risks and other issues identified. 3. Support acquisition initiatives by determining and providing required financial analysis, preliminary transaction and approval memos in order to get the necessary approvals. 4. Strong knowledge and comprehension of the P&C insurance products distribution in its region. Actively participates to grow the Intact portfolios executing Broker Financial Solutions transactions. 5. Support brokers, when needed, in determining their strategic, operational and financial objectives – focusing on support for growth and profitability targets.  6. Monitor loans and financial obligations of the brokers under the incumbent’s responsibility.  Identify, recommend and implement necessary solutions to maintain profitability of the existing investments. Sits when needed, on the board of directors meetings of brokerages in which we are invested.

Please forward a resume to [email protected]

Appraiser – Heavy Trucks

Appraiser – Heavy Trucks

 

Comma Recruitment are looking for an experienced Appraiser to work from your home, you will be responsible for driving to various locations within the Durham Region and the GTA core for the inspection and appraisals of Heavy trucks, trailers and equipment as well some automobile physical and mechanical damage, market value estimation, and monetary settlements. Provides quality service and ensures prompt and equitable settlement of claims in line with corporate policies and standards.

• Conducts field inspections to evaluate mechanical or physical damages to trucks and equipment of all makes and models through direct and in-person contact with insured’s, claimants, and service providers. Prepares repair estimates using an automated appraisal system. Obtains from vendors repair cost agreements or quotations on replacement parts, labour rates, etc. When applicable, prepares total loss evaluations and facilitates their disposal.

 

• Within established authority limits, negotiates settlements with vendors or insured’s. Composes summary reports on claims transactions and settlements and, if necessary, formulates recommendations for further action.

 

• As necessary, conducts re-inspections to ensure satisfactory completion of repairs in accordance with vendors’ agreements.

 

• Maintains effective communication channels with claims departments. Coaches other appraisers and adjusters when required.

 

• Establishes and maintains productive business relationships and liaises with repair facilities and other service providers. Assists in the screening and review of vendors’ performance to meet professional and corporate standards.

 

• Maintains current knowledge of insurance products as well as appraisal and investigation techniques and services. Identifies needs for process improvement and recommends changes to policies or procedures to maintain quality service and competitiveness.

 

Qualifications

• College Diploma or equivalent Industry related qualifications and experience

• Familiarity with Audatex and Mitchell software automating systems required

• Minimum 5 years experience working on Heavy Trucks and specialty vehicles

• Mechanic or Body Shop License preferred

• Training in Auto and Heavy Trucking Appraisal preferred

• Should possess sound knowledge skills including:

 

Vehicle construction

Mechanical systems

Nomenclature

Different cosmetic panel identification and repair

Steering and suspension alignment and component analysis

Trailer construction and repair

Frame repair

Contamination issues

• Strong analytical skills to define problems/issues, collect data, establish facts, and draw valid conclusions.

• Must possess good market research skills for the determination of ACV’s on heavy trucks, trailers and equipment.

• Effective verbal communication skills with experience in negotiating, interviewing, coaching, and dealing with insureds; plus good written communication skills to draft claims reports.

• Comprehensive knowledge of automobile construction and repair procedures

• Must possess a valid driver’s license with a good driving record.

• Computer literacy

 

Please forward resume to [email protected]

Technical Analyst – Group Benefits $60k – $70k

Technical Analyst – Group Benefits

Comma Recruitment are looking for a talented Technical Analyst, reporting to an Account Executive, the Technical Analyst is responsible for administrative and consultant reporting for the clients.

In this role, the Technical Analyst prepares annual renewals and self insured reports for Trustee business. On a quarterly basis, the Technical Analyst performs Trust Fund and Plan analysis and prepares the required reports for the Board of Trustees under the direction of the appropriate Account Executive.

The Technical Analyst is also accountable for annual projects including but not limited to business representative pension notifications, annual employer reminders, and governance documentation.

As needed, the incumbent assists with the preparation of new business quotes and provides benefit costs or changes for existing business.

The Technical Analyst is also accountable for the preparation of benefit plan communiqués, booklets and other reports as requested by the Account Executive.

QUALIFICATIONS

• Post Secondary degree/diploma in Finance, Economics, Business Administration or related discipline
• Minimum 5 years progressive experience in financial services industry with knowledge of the Trusteed multi-employer market, group insurance underwriting and Trust Fund investments
• Demonstrated proficiency in Mathematics and data analysis
• Experience with financial reporting in order to produce professional reports for management, Trustees and other stakeholders
• Advanced Microsoft Office computer skills
• Strong interpersonal skills including well developed listening skills in order to communicate effectively with management, co-workers and trustees
• Superior time management and organizational skills; must be very detail oriented
• Excellent problem solving skills and the ability to prioritize conflicting demands
• Ability to manage multiple priorities in an environment of rapid and continuous change
• Working knowledge of government legislation
• CEBS designation or working towards the designation is required

Please forward resume to [email protected]

Bilingual Administration Assistant – $40,000 + Benefits, Vacation. Mississauga/ Etobicoke/ Brampton

Finance Department: Bilingual Administrative Assistant.

Comma Recruitment are looking for a talented, experienced Bilingual Administration assistant to join the Finance Department, ideal opportunity for a seasoned professional .  Must be fluent in French and English with Admin, Accounting or Financial experience.

 

Responsibilities:

Working in a small team, this is a non-call centre environment, wonderful working conditions in a specialized, small boutique insurance company.

•             Provide administrative, clerical, and operational support to the Executive Director, in addition to providing administrative support to the insurance professionals.  This includes correspondence and file preparation, electronic scheduling through Outlook, travel arrangements, meeting coordination, expense reports, updating calendars and phone coverage.

•             Coordinate the distribution of incoming and outgoing mail including courier service

•             Create and maintenance of hard copy and electronic filing systems including archiving of files both locally and remotely

•             Maintain and purchase of office supplies

•             Liaise with external IT vendor for the smooth functioning of all office equipment.

•             Coordinate seminar activities including production and distribution of seminar materials.

•             Track and record members contributions and correspondence mailing list

•             Translate documents in both French and English

•             Maintain and update website content

•             Maintain financial records and reports including bank deposits and accounts payable

•             Prepare monthly bank reconciliations and reconcile monthly premium and claims controllable accounts.

•             Prepare and organize Board meetings including mailing and distribution of Board documents and travel arrangements for Board members.

•             Prepare presentation materials utilizing PowerPoint.

•             Assist in the preparation of reports utilizing Excel and Access

•             Maintain confidential information.

•             Other special projects/duties as assigned.

Education:

•             College Diploma or equivalent experience

Experience:

•             Ability to handle and maintain confidential documents and information.

•             A minimum of 3-5 years Executive administrative experience; clerical level experience in finance or accounting environment; Insurance industry experience is an advantage although not essential

Other knowledge, skills, and abilities:

•             Excellent written and oral communication skills in both English and French.  Ability to effectively communicate with all levels of the business

•             Computer literacy and proficiency using MS Word, Excel, PowerPoint and Outlook.

•             Knowledge of using QuickBooks is an advantage

•             Exceptional organizational, prioritization and decision making skills.  Ability to problem-solve proactively.

•             Ability to work with minimal supervision

•             Ability to multi-task and meet deadlines

 

Salary is $40,000 + benefits and excellent vacation package, Location is ideal for Mississauga/Etobicoke/ Brampton

Please forward resume to [email protected]

Senior Commercial Lines Underwriter $80k GTA

Senior Commercial Lines Underwriter – GTA

Comma Recruitment are looking for a Senior Commercial Lines Underwriter with expertise in Commercial Auto.  Joining a successful team in a fast paced sales focused environment.

Analyzing requests, assessing risk and negotiating, quoting and handling complex risks and large files. Underwriting business within authority limits.

Promoting  products and services and assist brokers in the region with underwriting and rating guidelines both by phone/email and visits.

Provide technical support to brokers and other team members in order to increase efficiency by answering their questions or by helping them analyze certain risks.

Working within a senior team to assist adjusting of underwriting policies and procedures according to market requirements.

Negotiate reinsurance placements by communicating with reinsurance companies.

Play a key part in underwriting committees and participate in special projects.

 

Comma Recruitment are looking for 5+ years of Commercial Lines Underwriting experience, with great knowledge of Commercial Fleet.

University degree  / CIP preferred

Must exhibit a sound knowledge of commercial auto business, including fleet specific.

Demonstrate the ability to handle complex risks.

Maintain an expert and current understanding of all relevant Commercial Underwriting Guides and instructions.

Possess the ability to negotiate and sell effectively with brokers and reinsurers.

 

Please forward resume to [email protected]

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