Account Manager Specialist

Cowan Insurance Group; Paris; Hybrid; CAD 50,000 - 74,000; Full time

Benefits offered by this job

Comprehensive benefits plan on day one

Company-matched Retirement SavingsPlan

Company-paid training and development

Community involvement

Hybrid working environment

Job summary

Cowan Insurance Group is seeking an Account Manager Specialist to join its Personal Insurance Concierge team, reporting to the Director, Personal Insurance, to guide clients with complex needs and deliver exceptional service.

You will manage a portfolio of Personal lines, provide expert advice, build relationships with clients and carriers, prepare submissions, and identify opportunities to expand coverage while mitigating risk. Hybrid work environment.

Qualifications

• 5+ years’ experience in Personal Insurance.
• RIBO licensed, or ability to obtain.
• Excellent customer service and relationship-building skills.
• Strong communication and multitasking abilities.
• Proficient in MS Office; EPIC experience is a plus.
• Pursuing CAIB/CIP/CRM designations is a plus.

Responsibilities

• Manage a dedicated portfolio of Personal lines clients.
• Provide insurance advice to clients and identify needs, work with markets and Concierge team.
• Direct interaction with clients to foster and build relationships.
• Drive multi-line approach to expand product offers to existing clients.
• Build and maintain strong relationships with insurance carriers and clients.
• Prepare insurance submissions, proposals and summaries of insurance.
• Conduct portfolio reviews to mitigate risk and make recommendations.

Skills

Personal Insurance

RIBO licensed

Client service

Relationship building

Multitasking

Communication skills

MS Office

Education

High School diploma or equivalent

CAIB / CIP / CRM designations asset

Tools

MS Office

EPIC software

Job description

Cowan Insurance Group is looking for an Account Manager Specialist to join our Personal Insurance Concierge team!

The role reports to the Director, Personal Insurance. The Account Manager Specialist will be responsible for working on complex accounts, providing guidance to clients with unique Insurance needs and offering expert advise. This role will have a significant impact on positive Client relationships along with providing exceptional customer service.

What you will do:

• Procuring and managing the needs of dedicated portfolio of Personal lines clients
• You will provide exceptional insurance advice to clients, be able to identify and define insurance needs, work effectively with our markets and the Concierge team
• Direct interaction with clients to foster and build relationships
• Drive multi-line approach to expend product offers to existing clients and increase overall account size
• Build and maintain strong relationships with insurance carriers and clients
• Preparation of insurance submissions, proposals and summaries of insurance where required
• Ability to manage portfolio reviews for clients to mitigate risk and make recommendations

What you will bring:

• 5+ years’ experience in Personal Insurance
• RIBO licensed, or ability to obtain
• High School or equivalent, post-secondary education is considered an asset
• Driven brand ambassador to drive client experience and growth
• Ability to execute and meet or exceed expectations who demonstrates leadership skills
• Team player who recognizes the benefits of collaboration with fellow team members
• High level of self-motivation, with the ability to perform effectively, with minimal supervision
• Highly developed customer service skills and strong problem-solving skills
• Ability to manage multiple tasks effectively and prioritize competing demands
• Highly organized with strong attention to detail and effective communication skills
• Excellent computer skills and knowledge of MS Office products, Brokerage Management System (EPIC) experience an asset
• Working towards the Canadian Accredited Insurance Broker (CAIB) or Chartered Insurance Professional (CIP) or Canadian Risk Manager (CRM) designations would be considered 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

• 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 working environment

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, credentials, 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 $50,100 to $74,000. 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.