Insurance Portfolio Manager

2 weeks ago


Cambridge, Ontario, Canada Cowan Insurance Group Full time

Cowan Insurance Group is seeking a skilled Insurance Portfolio Manager to join our Personal Insurance Department. This role reports to the Manager, Personal Insurance, and involves providing exceptional service to our Personal Insurance customers and markets. The successful candidate will be knowledgeable in the personal lines insurance industry, with expertise in policies, products, and customer service. Strong communication skills, both verbal and written, are essential for this role. The ideal candidate will be self-motivated, able to work independently and as part of a team, and possess a RIBO license. CAIB or CIP designation is an asset, as is experience with EPIC. A strong customer service attitude, excellent communication skills, and sound judgment are also required.

Key Responsibilities:

  • Completing coverage reviews and recommendations
  • Service of personal lines insurance products
  • Developing existing client accounts

What We Offer:

  • Competitive salary
  • Comprehensive benefits plan
  • Company-matched Retirement Savings Plan
  • Company-paid training and development courses
  • Community involvement
  • Hybrid work environment

About Us:

Cowan Insurance Group is a leading independent insurance brokerage and consulting operation, providing real value to our clients. We partner with leading national and international insurance companies to deliver insurance and risk management solutions to businesses, organizations, and individuals. Our award-winning workplace culture is built on integrity, and we value our employees' passion, drive, and creativity.



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