Account Manager

6 days ago


Hamilton, Canada Cowan Insurance Group Full time

Cowan Insurance Group is looking for an **Account Manager** to join our Personal Insurance team

**What you will do**:

- Complete coverage reviews and recommendations and 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 and labeling procedures to ensure files are complete
- Take a client centric and consultative approach to provide solutions that add value to our customers
- Contribute to department sales goals through account rounding (upselling) and referrals while maintaining client retention and relationship, in accordance with department standards

**What you will bring**:

- 2 plus years of personal insurance experience
- RIBO license/and or ability to obtain
- Strong customer service and caring attitude
- Excellent communication skills, both written and verbal, excelling in areas of negotiation
- Demonstrates sound judgement, ethics and integrity
- Excellent computer skills and knowledge of MS Office products
- Exceptional organization skills with an ability to prioritize tasks and manage time effectively in a fast-paced environment
- CAIB or CIP designation (or working towards) 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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