Account Manager (Personal Insurance) - Client Retention team

Cowan Insurance Group; Brantford; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A Canadian insurance firm in Brantford is looking for an Account Manager to provide excellent service to personal insurance customers. The ideal candidate has strong customer service skills, a RIBO or OTL license, and 2+ years of experience in personal insurance. This position includes responsibilities such as responding to client inquiries and completing coverage reviews. The role promotes a hybrid work environment with competitive salary and benefits.

Benefits

Competitive salary

Comprehensive benefits plan

Company-matched Retirement Savings Plan

Company-paid training and development courses

Community involvement

Qualifications

• 2+ years of personal insurance experience.
• Demonstrates sound judgement, ethics and integrity.
• Exceptional organization skills with an ability to prioritize tasks.

Responsibilities

• Respond to policyholders through calls and emails.
• Complete coverage reviews and address client concerns.
• Document client discussions in our Broker Management system.

Skills

Strong customer service

Excellent communication skills

Organization skills

Negotiation skills

Education

RIBO or OTL license

CAIB or CIP designation

Tools

MS Office products

Broker Management system (EPIC)

Job description

Cowan Insurance Group is looking for an Account Manager to join our Personal Insurance Client Retention team! This successful candidate will be reporting to the Manager, Personal Insurance. You will provide exceptional service to our Personal Insurance customers and insurance markets by servicing and maintaining the existing portfolio as well as pursuing new business. 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
• Be a member of a specialized team dedicated to client retention by reviewing renewal coverage and premium options and presenting renewal remarketing options to policyholders
  
  

What You Will Bring

• RIBO or OTL license required
• 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
• The position expectation is to be in the office for the first 1-2 months.
  
  

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?

Be In Good Company

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

• Competitive salary
• 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?

Please Apply!

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.

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, sexual orientation.