Bilingual Insurance Consultant

3 weeks ago

Ottawa, Ontario, Canada Cowan Insurance Group Full time
About the Role

Cowan Insurance Group is seeking a highly skilled Bilingual Insurance Consultant to join our team. As a key member of our international team, you will be responsible for providing exceptional service and support to our national and international clients with Third Party Administration (TPA) / Third Party Payor (TPP) services.

Key Responsibilities
  • Support our consultants and internal partners in managing ongoing activities for clients with TPA/TPP services.
  • Resolve and address escalated client issues and inquiries, coordinating with internal departments and/or carriers.
  • Provide service support to clients and members relating to the administration of their group benefit plans.
  • Determine and work towards resolution of any discrepancies found within contracts, booklets, and our processes in adherence with the client's wishes or with policy.
  • Coordinate contract amendments for clients.
  • Proofread booklets and contracts for accuracy and ensure compliance with client's requirements, legislation, and collective bargaining agreements.
  • Review, prepare, and peer-review analysis of regular reporting, benefit summaries, amendments, and employee presentations/communications.
  • Prepare marketing submissions, including benefit comparisons and change of carrier procedures.
  • Assist consultants with preparation of marketing quote results for clients.
  • Draft employee announcements if required related to change in carrier and deliver all relevant documents.
  • Ensure the smooth transition of benefits, ensuring any client risk and exposure is mitigated.
  • Assist on specific projects, initiatives, and research.
  • Provide and coordinate support for consultants as requested and in accordance with procedures and service agreements;
  • Schedule appointments, monitor email, voicemail, prepare letters, spreadsheets, maintain filing, and perform other administrative duties as required;
  • Maintain accurate and current records for all clients within EPIC.
Requirements
  • Excellent verbal and written communication skills in both English and French, a requirement.
  • 3 years plus of professional work experience in a similar role.
  • Completed post-secondary degree or a combination of equivalent professional experience.
  • Excellent knowledge of Microsoft Excel, PowerPoint, Word, and Outlook.
  • Strong prioritization skills and flexibility to work in a fast-paced environment.
  • Strong attention to detail and a high degree of accuracy.
  • Excellent communication skills, both verbal and written.
  • Demonstrates sound judgment, ethics, and integrity.
  • Creative problem solver with the ability to identify issues, recommend solutions, and create suitable plans for resolution.
  • Exceptional customer service skills.
  • Strong attention to detail, organized, and time management skills and ability to meet deadlines.
  • Team player who recognizes the benefits of collaboration with fellow team members.
  • Knowledge of EPIC, (CRM tool), an asset.
About Us

Cowan Insurance Group is a Canadian-owned and operated, leading independent insurance brokerage and consulting operation, providing real value to our clients. With over 500 employees hired out of 6 locations across Canada, we're proud to have been named one of Canada's Best Managed Companies since 2012.

We partner with leading national and international insurance companies to:

  • deliver insurance and risk management solutions to businesses, organizations, and individuals
  • advise on and create retirement, group benefits, disability management, and international benefits programs for employee groups.

We also offer wealth and asset management as well as financial and succession planning services to individuals, and specialize in property, casualty, and credit insurance.

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. Employee 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: race, ancestry, place of origin, colour, ethnic origin, citizenship, creed (religion), sex, sexual orientation, handicaps (physical or mental), age, marital status, family status, or the receipt of public assistance or record of offences.

#LI-Hybrid

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