Insurance Sales

4 months ago

Cambridge, Canada Princeton Holdings Limited Full time

Reporting to the Operations Manager, Wealth Management, your primary purpose is to work closely with advisors in the development and management of the advisor’s book of business. In this role you will also be responsible for deepening and broadening relationships with existing clients from an assigned book of business, in collaboration with associates in wealth management.

You have extensive knowledge of life insurance and living benefits products, practices and process.

Ability to support advisors with both new and existing client needs, while proactively sourcing new business opportunities within an existing client base.

Assist Advisors in meeting all service model actions for clients from pre-sale, issue and post issue changes.

**What you will do**:

- Preparation of underwriting requirements for advisors, including managing the underwriting process to completion.
- Inputting and maintaining data in Client Relationship Management database.
- Handling any post issue policy change requests from clients (ie beneficiary change, face amount changes, disbursements, death claims, requesting illustration)
- Respond pro-actively to advisor’s inquiries or concerns.
- Develop and maintain good advisor and internal relationships while ensuring confidentiality.
- Deepen and strengthen relationships with existing clients through a responsive and solution-oriented needs analysis.
- Support client inquiries by leveraging relevant tools & resources to satisfy immediate insurance needs of existing clients.
- Understand and adhere to all regulatory and compliance operating standards.
- Attract potential clients by answering product inquiries from incoming leads.

**What you will bring**:

- Minimum of 3-5 years’ experience within the Insurance Industry;
- Life License Required (LLQP) is required and University Degree/College Diploma would be an asset with ongoing personal and professional development aspirations.
- Meet all provincial licensing requirements including continuing education requirements
- Ability to resolve problems and manage incoming client inquiries, effectively supporting both internal teams and external clients
- Strong product and technical knowledge, specific to life insurance and living benefits
- Strong experience with insurance carrier products and illustration software;
- Self-starter with ability to multi-task and prioritize competing demands
- Strong organizational and time management skills with attention to detail
- Strong working knowledge of Microsoft Office Suite of products

**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.

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