Client Support

Cowan Insurance Group; Woodstock; Hybrid; CAD 39,000 - 55,000; Full time

Benefits offered by this job

Hybrid working environment

Company-matched Retirement Savings

Company-paid training and development

Community involvement

Job summary

Cowan Insurance Group is seeking a Client Support to assist the Personal Insurance department with data entry, processing endorsements, renewals, and related workflows. You will work closely with the Manager, Personal Insurance to ensure accurate processing and adherence to carrier requirements.

Ideal candidates will have RIBO (or ability to obtain), relevant designations, and a proven ability to manage high-volume keying while maintaining accuracy.

Qualifications

• RIBO license or ability to obtain RIBO is an asset.
• CAIB or CIP designations (or working toward designations) would be an asset.
• Ability to prioritize & adapt to work in a fast-paced environment.
• Demonstrate sound judgement, ethics, and integrity.
• Strong customer service focus and caring attitude.
• Ability to manage high keying volume while maintaining attention to detail.
• Professional, proactive, and positive work attitude is essential.
• Proficiency with Microsoft Office Products.
• Experience with EPIC would be an asset.
• High school diploma or equivalent; post-secondary education is an asset.

Responsibilities

• Process new business, endorsements, cancellations, reinstatements, rewrites, and renewals through insurer portals.
• Validate data prior to processing to minimize errors and rework.
• Ensure transactions comply with brokerage procedures and carrier requirements.
• Maintain a strong attention to detail while achieving productivity expectations.
• Maintain accurate records in EPIC and other brokerage systems.
• Adhere to brokerage workflows, compliance requirements, and audit standards.
• Work through the EPIC homebase for Personal Insurance team workgroups and process accordingly.
• Work with Brokers to ensure accurate processing that complies with Cowan’s standards.
• Provide backup support across personal insurance workflows when required (renewals, cancellations, reminders).
• Work on Personal Insurance projects to support the department.

Skills

RIBO license

CAIB/CIP designation

Prioritization

Attention to detail

Customer service

Data entry

Professional attitude

MS Office

EPIC experience

Education

High school diploma or equivalent

Post-secondary education

CAIB or CIP designation

Tools

EPIC

Microsoft Office

Job description

Cowan Insurance Group is looking for a Client Support to join our Personal Insurance department.

The Client Support role reports to the Manager, Personal Insurance. The Client Support role will provide service excellence to our personal insurance customers and insurance markets by managing our policy endorsement and new business processes. This includes keying data into company portals and ensuring service standards are met.

What you will do:

• Process new business, endorsements, cancellations, reinstatements, rewrites, and renewals through insurer portals
• Validate data prior to processing to minimize errors and rework
• Ensure transactions comply with brokerage procedures and carrier requirements
• Maintain a strong attention to detail while achieving productivity expectations
• Maintain accurate records in EPIC and other brokerage systems
• Adhere to brokerage workflows, compliance requirements, and audit standards
• Work through the EPIC homebase for various Personal Insurance team workgroups and process accordingly, including closing activities, preparing client letters, processing endorsements and cancellations, and handing out documents using the workflow management system
• Work with Brokers to ensure accurate processing that complies with Cowan’s standards
• Provide backup support across various personal insurance workflows when required, which may include reviewing and processing renewals, cancellations, non-payments, endorsement and payment reminders
• Work on Personal Insurance projects to support the department

What you will bring:

• RIBO license or ability to obtain RIBO is an asset
• CAIB or CIP designations (or working toward designations) would be an asset
• Ability to prioritize & adapt to work in a fast-paced environment
• Demonstrate sound judgement, ethics, and integrity
• Strong customer service focus and caring attitude
• Ability to manage high keying volume while maintaining attention to detail
• Professional, proactive, and positive work attitude is essential
• Proficiency with Microsoft Office Products
• Experience with EPIC would be an asset
• High school diploma or equivalent; post-secondary education is 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

Are you interested?

Please Apply!

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 $39,200 to 55,400. 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.