Account Manager

Cowan Insurance Group; Brantford; Hybrid; CAD 45,000 - 64,000; Full time

Benefits offered by this job

Benefits plan from day one

Company-matched Retirement Savings

Company-paid training and development

Community involvement

Hybrid work environment

Job summary

Cowan Insurance Group is seeking an Account Manager to join our Personal Insurance Team in Brantford, Ontario. You will provide outstanding service to policyholders and insurance markets by servicing and maintaining the existing portfolio.

This role requires knowledge of personal policy coverages, strong communication, and the ability to work independently or in a team. Hybrid work options are available and supported by our comprehensive benefits plan.

Qualifications

• Policyholder service experience or familiarity with personal insurance required.
• Knowledge of personal insurance coverages and products desired.
• Excellent communication and negotiation skills essential.
• Ability to work independently and in a team environment.
• Strong organization and time-management abilities.
• Familiarity with broker management systems (EPIC) a plus.

Responsibilities

• Respond to policyholders via calls and emails with guidance and advice.
• Complete coverage reviews and provide recommendations to clients.
• Document client discussions in EPIC and follow labeling procedures.
• Maintain files and adhere to customer service standards.
• Take a client-centric consultative approach to provide value-added solutions.
• Contribute to sales goals via account rounding and referrals while retaining clients.

Skills

Communication

Customer service

Time management

Negotiation

Ethics

Independent work

Team collaboration

Education

RIBO license

CAIB or CIP designation

Tools

MS Office

Job description

Cowan Insurance Group is looking for Account Managers to join our Personal Insurance Team!

This position reports to the Manager, Personal Insurance. As an Account Manager, you provide exceptional service to our Personal Insurance customers and insurance markets by servicing and maintaining the existing portfolio. You are knowledgeable in personal insurance policies coverages and products. You are a strong communicator, self-motivated and able to work independently and in a team environment.

What you will do:

• You will respond and provide guidance and advice to policyholders through customer calls and emails inquiries
• Complete coverage reviews and recommendations and address client concerns
• Document client discussions in our Broker Management system (EPIC)
• Adhere to customer service standards and proper use of activity codes in EPIC and labeling procedures to ensure files are complete
• Take a client centric and consultative approach to provide solutions that add value to our customers
• Contribute to department sales goals through account rounding (upselling) and referrals while maintaining client retention and relationship, in accordance with department standards

What you will bring:

• RIBO license or ability to obtain
• 2+ years of personal insurance experience
• Strong customer service and caring attitude
• Excellent communication skills, both written and verbal, excelling in areas of negotiation
• Demonstrates sound judgement, ethics and integrity
• Excellent computer skills and knowledge of MS Office products
• Exceptional organization skills with an ability to prioritize tasks and manage time effectively in a fast-paced environment
• CAIB or CIP designation (or working towards) would be an asset

Who we are:

Proudly independent and Canadian-owned, Cowan Insurance Group has been a true market leader in the insurance industry since 1927. With an extensive range of product offerings and integrated commercial and personal insurance, group benefits, and wealth management solutions, we provide our clients with outstanding customized, comprehensive insurance and risk management professional advice and placement.

Recognized as one of Canada's Most Admired Cultures and a Canada's Best Managed Companies Platinum Club Member, Cowan Insurance Group's award-winning client-centric approach emphasizes innovation, excellence, and collaboration. Join our team as we prepare for our centennial celebration in 2027!

What sets us apart?

Integrity matters. It drives our award-winning workplace culture and fuels our collective desire to help our clients, employees, and communities thrive.

Challenge your thinking

You're valued for your passion, drive and creativity. The pace is fast but the work is meaningful, interesting, and complex, just the way you like it.

Grow together

We believe in your potential. If you’re looking to develop your expertise with learning opportunities and mentoring, we’ll make that happen.

Benefits and perks

• Participate in our comprehensive benefits plan on day one — no waiting period
• Company-matched Retirement Savings Plan
• Company-paid training and development courses
• Community involvement
• Hybrid work environment

Are you interested?

This is a replacement position.

Artificial Intelligence (AI):

Cowan Insurance Group does not use AI directly; however, platforms we partner with may use AI, including screening for keywords and minimum qualifications. Our human recruiters review candidate’s qualifications prior to decisions being made.

This position is subject to appropriate background checks that may include, credential, employment, credit, criminal and reference checks.

While we appreciate the interest of all applicants, we will contact only those selected for interviews. If you are an applicant with disabilities and require accommodations, please let us know at the time of our contact so that we may arrange for their provision.

The expected base salary range for this role is $ 44,700 to $64,000. Final compensation may vary and will take into account factors including relevant experience, qualifications, skills, knowledge and internal equity.

We are an Equal Opportunity Employer. Candidates will be selected strictly on the basis of an individual's technical qualifications, knowledge and experience, as they relate to the requirements of a particular position. Selections will be made without regard to: age, ancestry, colour, race, citizenship, ethnic origin, place of origin, creed, disability, family status, marital status, gender identity, gender expression, record of offences, sex, or sexual orientation.