Commercial Account Assistant

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

Benefits offered by this job

Health benefits

Company-matched Retirement Savings

Training & development

Community involvement

Hybrid work environment

Job summary

Cowan Insurance Group is seeking a Commercial Account Assistant to join our Small Business Solutions (SBS) Team in Canada. The role involves providing administrative support on new and renewal accounts, coordinating with Service Consultants to ensure client retention and timely service.

A people-oriented approach and strong problem-solving skills are essential. You will collaborate on policy changes, renewals, proposals, and required documents while maintaining organization and effective

Qualifications

• Customer-focused and professional at all times.
• Strong organization and time-management skills.
• Excellent verbal and written communication.
• MS Office proficiency required; Epic experience an asset.
• CIP/CAIB/CRM designations are assets to possess or pursue.
• RIBO license or ability to obtain is preferred.

Responsibilities

• Provide administrative support on new and renewal accounts in partnership with Service Consultants.
• Process policy changes, renewals, and new business activities with timeliness.
• Prepare liability slips, memorandums of insurance, and certificates of insurance.
• Update documentation in the Broker Management System (EPIC) and manage inbox.
• Prioritize tasks as directed by Team Leader or Manager.

Skills

Customer-focused

Excellent communication

Organization

Problem solving

MS Office

Epic experience

People skills

Education

High School Diploma

Post-secondary education asset

Tools

MS Office

Epic

Job description

Cowan Insurance Group is looking for a Commercial Account Assistant to join our Small Business Solutions (SBS) Team!

The successful candidate will provide administrative support on new and renewal accounts in partnership with Service Consultants to ensure client retention and timely customer service. You love the idea of working in a dynamic and fast paced environment! You are a people person who enjoys building long-lasting relationships with insurance carriers, industry leaders and your colleagues. You are detail-oriented with strong problem-solving skills that will enable you to put together solid solutions for our clients.

What you will do:

• Work closely with Service Consultants and Small Business Sales Consultants to provide support on policy changes, renewals, new business, proposals, follow ups, binders, slips, finance contracts and scanning documents
• Ensure special attention is paid to timelines on preparation of liability slips, memorandums of insurance, certificates of insurance
• Support and update documentation in the Broker Management System (EPIC)
• Manage and respond to emails from Commercial Account Assistant inbox/queue
• Prioritize work received from (and other duties as assigned) by Team Leader or Manager

What you will bring:

• RIBO license or ability to obtain
• High school diploma or equivalent; post-secondary education is an asset
• Customer-centric, friendly and professional at all times
• Exceptional organization skills with an ability to prioritize tasks and manage time effectively
• Excellent communication skills, both verbal and written
• Excellent computer skills and knowledge of MS Office products
• Professional, responsive, and a positive work attitude is essential
• Strong problem identification and problem resolution skills
• Previous experience with Epic would be an asset
• CIP, CAIB, CRM (or working towards designation) 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

• 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

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.

This is a new position.