Account Manager
4 weeks ago
Intermediate Account Manager - Personal Insurance - Hybrid We’re seeking an Account Manager to join Cowan Insurance Group’s Personal Insurance team. The successful candidate will report to the Manager, Personal Insurance. You will provide exceptional service to our Personal Insurance customers and markets by servicing and maintaining the existing portfolio. You are knowledgeable in personal insurance policy coverages and products, a strong communicator, self-motivated, and able to work independently and in a team environment. Responsibilities Respond to policyholders via phone and email, providing guidance and advice. Complete coverage reviews and recommendations; address client concerns. Document client discussions in our Broker Management system (EPIC). Adhere to customer service standards and proper use of activity codes in EPIC, ensuring files are complete. Takes a client-centric, consultative approach to provide solutions that add value. Contribute to department sales goals through account rounding (upselling) and referrals while maintaining client retention and relationships, in accordance with department standards. Qualifications RIBO or OTL license required. 2+ years of personal insurance experience. Strong customer service and caring attitude. Excellent written and verbal communication; strong negotiation skills. Sound judgement, ethics and integrity. Excellent computer skills; proficient with MS Office. Excellent organizational skills and ability to prioritize tasks in a fast-paced environment. CAIB or CIP designation (or working towards) is an asset. In-office presence for the first 1–2 months. Who We Are Proudly independent and Canadian-owned, Cowan Insurance Group has been a market leader in the insurance industry since 1927. We offer an extensive range of product offerings including commercial and personal insurance, group benefits, and wealth management solutions, providing clients with customized insurance and risk management 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 emphasizes innovation, excellence, and collaboration 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 commitment to clients, employees, and communities. Challenge your thinking: You’re valued for your passion, drive and creativity. The pace is fast, but the work is meaningful and rewarding. Grow together: We invest in your potential with learning opportunities and mentoring. Benefits And Perks Competitive salary 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. We are an Equal Opportunity Employer. Selections are based on 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, or sexual orientation. If you require accommodations during the application process, please let us know at the time of contact. #J-18808-Ljbffr
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Account Manager
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