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Commercial Account Assistant

2 weeks ago

Cambridge, Canada Cowan Insurance Group Full time

Cowan Insurance Group is looking for a **Commercial Account Assistant** to join our Team This role is reporting to the Manager Commercial Operations. The Commercial Account Assistant is part of a team responsible for providing administrative support on new and renewal accounts in partnership with the Commercial Account Representatives to ensure client retention and timely customer service. You love the idea of working in a dynamic and fast paced** **environment You’re a people person who enjoys building long-lasting relationships with insurance carriers, industry leaders and your colleagues. You are detail-oriented with strong problem-solving skills that will enable you to put together solid solutions for our clients. If you’re nodding, this Commercial Account Assistant** **role at Cowan Insurance Group may be perfect for you This entry-level position has numerous opportunities for growth within the organization.
** What you will do**:

- Work closely with team to provide support on policy changes, renewals, new business, proposals, follow ups, binders, slips, finance contracts, scanning and other duties as assigned by Manager
- Prioritize work received from Commercial Account Representatives & Commercial Brokering Specialists based on request type, through proper management of inbox and follow up queue, with special attention paid to timelines on preparation of liability slips, memorandums of insurance, certificates of insurance (timelines may change based on prioritization of requests)

**What you will bring**:

- Completion of relevant post-secondary education (e.g. business, finance, math/statistics, etc.) or equivalent experience is preferred
- RIBO license or ability to obtain
- Customer-centric, friendly and professional at all times
- Exceptional organization skills with an ability to prioritize tasks and manage time effectively
- Excellent communication skills, both verbal and written
- Excellent computer skills and knowledge of MS Office products
- Professional, responsive, and a positive work attitude is essential
- Strong problem identification and problem resolution skills
- Experience with a Customer Relationship Management (CRM) System (e.g. Epic) would be an asset
- CIP, CAIB, CRM (or working towards designation) would be an asset

**Who we are**:
Canadian-owned and operated, Cowan Insurance Group is a 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**

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.

LI-Hybrid