Service Consultant - Insurance - Hybrid

Cowan Insurance Group; Woodstock; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

Cowan Insurance Group is seeking a Service Consultant for their Small Business Solutions team. The ideal candidate will have a RIBO license and previous insurance experience. This role focuses on client retention and providing efficient, client-centric solutions in a dynamic and supportive environment. In addition to professional growth opportunities, the position offers a hybrid work model and a competitive salary with comprehensive benefits from day one.

Benefits

Competitive salary

Comprehensive benefits plan

Company-matched Retirement Savings Plan

Company-paid training and development

Community involvement

Hybrid work environment

Qualifications

• Must possess RIBO license.
• 2-3 years of insurance experience required.
• Strong interpersonal skills with a focus on client retention.

Responsibilities

• Process renewals and endorsements while cross-selling.
• Provide consultative solutions to clients.
• Identify risk opportunities for further business.

Skills

Communication

Problem-Solving

Organization

Customer Service

Negotiation

Education

RIBO license

Tools

MS Office

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 Manager, 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
• 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

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

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, sexual orientation.