Commercial Account Assistant

3 weeks ago

Cambridge, Canada Cowan Insurance Group Full time

Cowan Insurance Group is looking for a **Commercial Account Assistant** to join our Team This role is reporting to the Manager, Programs. The **Commercial Account Assistant** is part of a team responsible for providing administrative support on new and renewal accounts in partnership with the Commercial Account Representatives to ensure client retention and timely customer service. You love the idea of working in a dynamic and fast paced** **environment You’re a people person who enjoys building long-lasting relationships with various internal and external partners.

**What you will do**:

- Work closely with team to provide support on policy changes, renewals, new business, proposals, follow ups, binders, slips, finance contracts, scanning and other duties as assigned by Manager
- Maintain proper management of inbox and follow up queue, with special attention paid to timelines on preparation of liability slips, memorandums of insurance, certificates of insurance (timelines may change based on prioritization of requests)
- Support billing transactions and preparing invoices
- Assist with Pre-Renewal preparation and report gathering
- Support with updating documentation in the Broker Management System (EPIC)
- Prioritize work received from Commercial Account Representatives and Sales Consultant based on request type
- Support team members and train on all lines of business within each Programs segment

**What you will bring**:

- RIBO license or ability to obtain
- Post-secondary education or equivalent work experience
- Previous experience with Broker Management System (EPIC) would be an asset
- Exceptional organization skills with an ability to prioritize tasks and manage time effectively
- Excellent communication skills, both verbal and written
- Customer-centric, friendly and professional attitude
- Excellent computer skills and knowledge of MS Office products
- Strong problem-solving skills while demonstrating a responsive customer approach
- Ability to prioritize and manage time while working independently
- Strong attention to detail with a positive work attitude is essential
- 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

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.

LI-Hybrid

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