Insurance Portfolio Manager
2 weeks ago
Cowan Insurance Group is seeking a seasoned Insurance Portfolio Manager to lead our Personal Insurance Department. This role reports to the Manager, Personal Insurance, and involves providing exceptional service to our Personal Insurance customers and markets by servicing and maintaining existing portfolios and pursuing new business opportunities.
Key Responsibilities:
- Conducting comprehensive coverage reviews and recommendations to address client concerns
- Delivering exceptional service for personal lines insurance products
- Developing and maintaining strong relationships with existing clients
Requirements:
- Minimum 1 year of experience in the insurance industry
- RIBO license required
- CAIB or CIP designation (or working towards) is an asset
- Experience with EPIC is an asset
- Strong customer service and communication skills
- Demonstrated sound judgment, ethics, and integrity
- Strong organizational and time management skills
About Us:
Cowan Insurance Group is a Canadian-owned and operated insurance brokerage and consulting operation. We partner with leading national and international insurance companies to deliver insurance and risk management solutions to businesses, organizations, and individuals.
What We Offer:
- Competitive salary
- Comprehensive benefits plan
- Company-matched Retirement Savings Plan
- Company-paid training and development courses
- Hybrid work environment
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