Account Manager

Cowan Insurance Group is looking for an Account Manager to join our Personal Insurance Client Retention team This successful candidate will be reporting to the Manager, Personal Insurance. You will provide exceptional service to our Personal Insurance customers and insurance markets by servicing and maintaining the existing portfolio as well as pursuing new business. You are knowledgeable in personal insurance policies coverages and products. You are a strong communicator; you are self-motivated and able to work independently and as a team.What you will do:You will respond and provide guidance and advice to policyholders through customer calls and emails inquiries Complete coverage reviews and recommendations and address client concernsDocument 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 completeTake a client centric and consultative approach to provide solutions that add value to our customersContribute to department sales goals through account rounding (upselling) and referrals while maintaining client retention and relationship, in accordance with department standardsBe a member of a specialized team dedicated to client retention by reviewing renewal coverage and premium options and presenting renewal remarketing options to policyholdersWhat you will bring:2 plus years of personal insurance experienceRIBO license/and or ability to obtainStrong customer service and caring attitudeExcellent communication skills, both written and verbal, excelling in areas of negotiationDemonstrates sound judgement, ethics and integrityExcellent computer skills and knowledge of MS Office productsExceptional organization skills with an ability to prioritize tasks and manage time effectively in a fast-paced environmentCAIB or CIP designation (or working towards) would be an assetThe position expectations is to be in the office for the first 1-2 monthsWho 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 periodCompany-matched Retirement Savings Plan Company-paid training and development courses Community involvement Hybrid work environmentAre you interested? Please applyThis 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 accommodation, please let us know at the time of our contact so that we may arrange for their provision. We are an Equal Opportunity Employer. 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: age, ancestry, colour, race, citizenship, ethnic origin, place of origin, creed, disability, family status, marital status, gender identity, gender expression, record of offences, sex, sexual orientation. #LI-HYBRID