At Cowan, we are passionate professionals who are dedicated to doing what’s right for our clients. Reporting directly to the Interim Supervisor, Benefits Consulting, Technical Services, the Underwriting Specialist is a key member who provides analytics excellence to our national and Third-Party Administration (TPA) group benefits clients.
What You Will Do
- Data Management: Preparing and verifying the demographic data and projected experience of a plan, and submitting it to the respective carrier before the renewal
- Experience Reporting and Analysis: Regularly review experience reports, analyze the data, and provide detailed narratives based on the analysis
- Renewal Projections: Estimate future renewal rate changes based on historical data at set intervals during the benefit plan year
- Group Benefit Plan Renewals: Manage all tasks related to the renewal process, including analysis, negotiations, detailed report writing, and presentation preparation
- Group Benefit Plan Marketings: Evaluate the financial details of quotes received from carriers and compare them against current plan costs and details
- Pricing: Analyze costs of different plan design options
- Other Projects: Participate in projects as required, serving as the subject matter expert for Underwriting
What You Will Bring
- Education and Experience: Completed post-secondary degree (e.g., mathematics/economics) or a combination of equivalent professional experience and training
- Self-Motivating/Independent: Work autonomously due to the geographical distance between teams, managing day-to-day tasks without constant supervision
- Time Management: Excellent time management skills in a fast-paced environment, able to meet deadlines and work on multiple tasks effectively
- Attention to Detail and Problem Solving: Strong attention to detail, able to skillfully work independently and within a team, with strong organization and prioritization skills. Able to solve problems and is self-motivated
- Technical Skills: Proficiency in Microsoft Office (Excel, PowerPoint, Outlook), with a strong emphasis on advanced Excel capabilities, including pivot tables, complex formulas, and data analysis
- Collaboration: Adapt to diverse personalities and communication styles. Maintain flexibility in your approach while confidently asserting your own style to foster reciprocal relationships
- Strong Communicator: Simplify complex underwriting narratives, ensuring key points are clear without omitting important details. Be the subject matter expert!
- Judgment and Ethics: Sound judgment, ethics, and integrity
- Values matter to you: You bring your real self to work, and you live our values - Respect, Integrity, Client-Focus, Collaboration and Accountability
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, or sexual orientation.