Senior Personal Insurance Account Specialist

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

Benefits offered by this job

Comprehensive benefits plan

Company-matched Retirement Savings

Training and development courses

Community involvement

Hybrid working environment

Job summary

Cowan Insurance Group is seeking an Account Manager Specialist to join our Personal Insurance Concierge team. You will manage a portfolio of complex personal lines accounts and provide expert advice to clients with unique insurance needs.

Reporting to the Director, Personal Insurance, you will build strong client relationships, work with carriers, prepare submissions, and identify opportunities to grow the account while delivering exceptional service.

Qualifications

• 5+ years' experience in Personal Insurance.
• RIBO licensed or eligible to obtain.
• High School diploma or equivalent.
• Strong client service and communication skills.
• Ability to manage multiple tasks and deadlines.

Responsibilities

• Procuring and managing a dedicated Personal lines client portfolio.
• Provide insurance advice and identify client needs, working with markets and Concierge team.
• Direct interaction with clients to foster and build relationships.
• Drive multi-line approaches to expand product offers and increase account size.
• Build and maintain strong relationships with carriers and clients.
• Prepare insurance submissions, proposals and summaries as required.
• Manage portfolio reviews for clients to mitigate risk and provide recommendations.

Skills

Personal Insurance

RIBO licensed

Leadership

Customer service

Communication

Problem solving

Organization

Multi-tasking

Team player

Education

High School diploma

Tools

MS Office

EPIC

Job description

Cowan Insurance Group is seeking an Account Manager Specialist to join our Personal Insurance Concierge team. You will manage a portfolio of complex personal lines accounts and provide expert advice to clients with unique insurance needs.

Reporting to the Director, Personal Insurance, you will build strong client relationships, work with carriers, prepare submissions, and identify opportunities to grow the account while delivering exceptional service.