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CPA Professional Liability Plan Inc. (CPA PLI) is a profession-specific company for CPAs, by CPAs. For over three decades, we have focused on providing insurance and risk-related solutions to accounting firms in public practice within Canada and Bermuda. Our products and services help insured members mitigate insurance-related risks and provide peace of mind, allowing them to focus on their practice. CPA PLI employees are committed to the accounting profession and are experts in accounting, law, and insurance.

CPA PLI is seeking a Professional Liability Claims Specialist. In this role, you'll be exposed to a wide range of accounting firms and diverse challenges facing the profession. You will benefit from and contribute to a unique body of knowledge developed over 35 years dedicated to protecting and defending accounting firms across Canada. This is a dynamic and unique role!

About the Role

As a Professional Lines Claims Specialist, you will manage a portfolio of professional liability insurance claims for our accounting clients. You will serve as an advocate for the accounting profession, providing policyholders with rigorous defense and ensuring prudent cost management.

Assess coverage: Analyze policies to determine coverage availability, identify allegations, and assess coverage applicability.
Investigate: Gather and analyze documentation related to claims, including interviews, evidence, expert reports, and legal pleadings.
Evaluate liability and damages: Collaborate with experts to assess potential liability and damages.
Financial management: Maintain accurate reserves, manage costs, and oversee expenses effectively.
Engage and oversee experts: Coordinate with professionals like accountants, auditors, and legal counsel to support claim resolution.
Mediate, negotiate \& settle: Support claim resolution through mediations, negotiations, and other procedures, within company policies and authority limits.
Document: Keep comprehensive records of each claim's events.
Other duties as assigned.

Your key daily interactions include

Claims \& Legal team colleagues
Accounting firms and employees
Internal and external experts and consultants
Legal professionals
Insurance adjusters

About You

You are an experienced, results-driven professional with empathy, intelligence, and motivation to assist clients through lengthy claims processes. Likely a member of the Chartered Insurance Professional Society (CIP or FCIP), you bring:

Over 5 years of experience managing professional liability insurance claims
An undergraduate degree from an accredited university; a law degree (LL.B./J.D.) is an asset
Exceptional analytical, strategic, and critical-thinking skills
Strong organizational and time management skills
Proactive problem-solving abilities and creative solutions
Effective relationship management, trust-building, discretion, and professionalism
Excellent written and verbal communication skills
Proficiency in Office 365 or equivalent software

Why Work with CPA PLI

We are:

Experts in our field
Driven by member value

We offer:

Competitive compensation
RSP matching
Wellness allowance

CPA PLI is committed to diversity and inclusion and welcomes all qualified candidates.

Additional Details

Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance and Sales
Industries: Insurance

CPA Professional Liability Plan

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