Business Auditor (Personal Insurance) - Hybrid

Cowan Insurance Group; Hamilton; Hybrid; CAD 60,000 - 100,000; Full time

Job summary

Join a leading independent insurance brokerage as a Business Auditor, where your expertise in personal insurance will help shape operational improvements. This role involves conducting detailed audits, collaborating with senior staff, and ensuring compliance with industry standards. You'll thrive in a fast-paced environment that values integrity and innovation, while receiving comprehensive benefits from day one. If you're passionate about making a difference in the insurance sector and eager to grow your career, this opportunity is perfect for you.

Benefits

Comprehensive benefits plan

Company-matched Retirement Savings Plan

Company-paid training and development

Community involvement opportunities

Qualifications

• 5+ years of personal insurance experience required.
• Strong analytical and communication skills are essential.
• RIBO License or ability to obtain is necessary.

Responsibilities

• Conduct operational and quality file reviews for personal insurance.
• Provide feedback and recommendations on training needs.
• Assess compliance with personal insurance workflows.

Skills

Analytical Skills

Communication Skills

Personal Insurance Experience

Operational Auditing

Attention to Detail

Education

RIBO License

CAIB or CIP Designation

Tools

MS Word

MS Excel

EPIC (Applied Systems)

Job description

Cowan Insurance Group is looking for a highly motivated Business Auditor to join our team! Reporting to the Director of the Personal Insurance department, the Business Auditor is responsible for conducting personal insurance operational and quality file reviews and be comfortable recommending improvements. You will collaborate with Senior Auditors, Trainers, and Leaders in this Business Auditor role. You must be highly detailed, organized, and accurate and be able to work under pressure and meet deadlines. In addition, you must work without supervision, exercise initiative, and use independent judgment in the performance of assigned tasks.

What you will do :

• Assessing and understanding business risks related to client files
• Conducting Personal Insurance operational and quality file reviews
• Provide feedback to staff members and leaders on audit results
• Provide feedback and recommendations on training needs
• Assess the quality of the supporting documentation within the brokerage files
• Research and provide recommendations on workflow improvements
• Assisting in the planning, execution and reporting on internal audit projects
• Assess compliance with personal insurance workflows and processes
• Review insurer audit findings and compliance requirements
• Collaborate with Senior Auditor, trainers and Leaders within the organization

What you will bring :

• Minimum of 5 years personal Insurance experience
• RIBO License or ability to obtain
• CAIB or CIP designation an asset
• Experience in auditing operational processes to ensure effective compliance and quality
• Strong analytical skills
• A well-defined sense of diplomacy, strong communication skills – both written and verbal
• Ability to summarize audit results in clear, concise, understandable language.
• Computer literacy, including effective working skills of MS Word, Excel and e-mail required
• Experience using EPIC, an Applied Systems broker management application an asset

Who we are :

Canadian-owned and operated, Cowan Insurance Group is a leading independent insurance brokerage and consulting operation, providing real value to our clients. With over 500 employees hired out of 6 locations across Canada, we’re proud to have been named one of Canada’s Best Managed Companies since 2012.

We partner with leading national and international insurance companies to :

• deliver insurance and risk management solutions to businesses, organizations and individuals.
• advise on and create retirement, group benefits, disability management and international benefits programs for employee groups.

We also offer wealth and asset management as well as financial and succession planning services to individuals, and specialize in property, casualty and credit insurance.

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?

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 accommodation, please let us know at the time of our contact so that we may arrange for their provision.

We are an Equal Opportunity Employer. Employee 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 : race, ancestry, place of origin, colour, ethnic origin, citizenship, creed (religion), sex, sexual orientation, handicaps (physical or mental), age, marital status, family status, or the receipt of public assistance or record of offences.