Account Manager - Personal Insurance - Hybrid

Cowan Insurance Group; Cambridge; Hybrid; CAD 41,000 - 150,000; Full time

Job summary

Cowan Insurance Group is seeking an Account Manager for Personal Insurance in a hybrid role. The successful candidate will provide exceptional service to clients, manage insurance portfolios, and contribute to sales goals. Requirements include a RIBO license and strong communication skills. Join a recognized leader in the insurance industry with a commitment to client-centric solutions.

Benefits

Competitive salary

Comprehensive benefits plan from day one

Company-matched Retirement Savings Plan

Paid training and development courses

Community involvement

Qualifications

• 2+ years of personal insurance experience required.
• Strong communication skills, both written and verbal.
• Ability to work independently and in a team environment.

Responsibilities

• Provide guidance and advice to policyholders through customer inquiries.
• Complete coverage reviews and maintain documentation.
• Contribute to department sales goals through upselling and client retention.

Skills

Customer service

Communication

Organizational skills

Education

RIBO license

CAIB or CIP designation (or working towards)

Tools

MS Office

EPIC

Job description

Account Manager - Personal Insurance - Hybrid

Join to apply for the Account Manager - Personal Insurance - Hybrid role at Cowan Insurance Group

Account Manager - Personal Insurance - Hybrid

4 weeks ago Be among the first 25 applicants

Join to apply for the Account Manager - Personal Insurance - Hybrid role at Cowan Insurance Group

Get AI-powered advice on this job and more exclusive features.

Cowan Insurance Group is looking for an Account Manager to join our Personal Insurance 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. You are knowledgeable in personal insurance policies coverages and products. You are a strong communicator; you are self-motivated and able to work independently and as a team.

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?

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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Insurance

Referrals increase your chances of interviewing at Cowan Insurance Group by 2x

Sign in to set job alerts for “Personal Account Manager” roles.

Outside Sales Regional Account Manager - Industrial Service and Repair Sales

Leader of the Corporate Account Coordinators & to the Customer Service Manager

Outside Sales Representative - Account Manager

Account Manager, Independent Business Unit (IBU)

Outside Sales Representative - Account Manager

Account Manager - Personal Insurance - Hybrid

Outside Sales Manager - Construction Services

Brant, Ontario, Canada CA$41,600.00-CA$150,000.00 3 weeks ago

Account Manager, Diagnostic Imaging & Advanced Therapies

Account Manager, Food & Beverage Manufacturing Sanitation

Commercial Insurance Account Representative - Hybrid

Regional Municipality of Halton, Ontario, Canada 1 week ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.