Service Consultant

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

Benefits offered by this job

Hybrid work environment

Company-matched Retirement SavingsPlan

Company-paid training and development

Job summary

Cowan Insurance Group is seeking a Service Consultant to join our Small Business Solutions team. You will provide professional insurance services to clients running small to mid-sized commercial operations, building long-lasting relationships with carriers and colleagues.

Reporting to the Supervisor, SBS, you will process renewals and endorsements, identify risks, cross-sell within the portfolio, and ensure high-quality service.

Qualifications

• RIBO license required.
• 2-3 years P&C insurance experience.
• Customer-centric, friendly and professional at all times.
• Excellent communication skills, both verbal and written.
• Excellent computer skills and knowledge of MS Office.
• Professional, responsive and a positive work attitude is essential.
• Strong resolution and negotiation skills.
• Previous EPIC experience is an asset.

Responsibilities

• Retain client files by processing renewals and endorsements.
• Take a client-centric, consultative approach to provide value to customers.
• Cross-sell and service an existing portfolio with focus on retention.
• Adhere to SBS standards and use of activity codes in EPIC.
• Follow SBS procedures to provide exceptional service to clients.
• Identify risks and forward opportunities to other lines of business.

Skills

Customer-centric

Communication skills

Organizational skills

Problem-solving

Relationship building

Education

RIBO license

Tools

EPIC

Job description

Cowan Insurance Group is looking for a Service Consultant to join our Small Business Solutions (SBS) team!

This role is reporting to the Supervisor, Small Business Solutions. The successful candidate will provide professional insurance services to clients who operate small to mid-sized commercial businesses in specific segments. You are a 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:

• Retain a high level of client files by processing renewals, endorsements and where applicable remarket clients
• Take a client centric and consultative approach to provide solutions that add value to our customers
• Cross sell and service an existing portfolio of business with a primary focus on client retention and relationship, in accordance with department standards
• Adhering to SBS Customer Service Standards and proper use of activity codes in the Broker Management system (EPIC) and labeling procedures to ensure files are complete and organized
• Follow Small Business Solutions (SBS) procedures and workflows to provide exceptional customer service to existing and new clients
• Identify key risks for our clients, identify and forward new opportunities within client files to other lines of business within our organization

What you will bring:

• RIBO license required
• 2-3 years previous insurance experience (Property & Casualty)
• Customer-centric, friendly and professional at all times
• Exceptional organization skills with an ability to prioritize tasks and manage time effectively
• High level of self-motivation, with the ability to perform effectively with minimal supervision
• 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 resolution and negotiation skills
• Previous experience with EPIC is an asset
• High school diploma or equivalent; post-secondary education is 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?

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?

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.