Commercial Account Representative

You’re a **people person** who enjoys building long-lasting relationships with insurance carriers, industry leaders and your colleagues.You’re **detail-oriented** with strong problem solving skills that will enable you to put together solid solutions for our clients.You’re **passionate **about the insurance industry with an eagerness to learn and develop your skillset.If you’re nodding, this **Commercial Account Representative** role at Cowan Insurance Group may be perfect for you**What’s the ask?**
- To work closely with the Sales Consultant and Commercial Account Assistant (CAA) on new and existing clients. To build and maintain relationships with existing and new clients to maximize retention and identify future opportunities within all lines of business in Cowan Insurance Group. Programs currently managed by the team include car dealerships, condominium, driving schools, hearing practitioners, limousine, recyclers, and self storage.**Key Responsibilities**:

- Responsible for all aspects of service on assigned book of business
- Negotiate renewal and endorsement terms with insurance carriers
- Review new business and renewal policies to ensure accuracy and completeness
- Make recommendations to client for coverage enhancements identified during renewal review
- Manage day to day requests from clients and insurance companies
- Complete complex Certificates of Insurance for clients
- Request endorsements, including additions and deletions to policy and provide support when needed to Account Assistant for final processing
- Maintain accurate account billing and correct accounting discrepancies in a timely manner
- Responsible for accounts receivable on assigned book of business and following accounts receivable procedures
- Contribute to the client relationship by providing customer service excellence in all client dealings and attend client meetings as required
- Provide backup support to other members of the program team as required
- Maintain knowledge of all CIG lines of business by attending information sessions to successfully suggest referrals for cross-sell opportunities
- Attend industry events related to program as required

**What does it take?**
- RIBO license required
- CAIB or CIP designations (or working toward designations) would be an asset
- Experience in servicing commercial insurance accounts
- Excellent communication skills; written and verbal
- Develop comprehensive knowledge of client exposures
- Strong problem identification and resolution skills
- Ability to manage high volume while maintaining attention to detail
- Professional, proactive, and positive work attitude is essential
- Proficient use of Microsoft Office products (Word, Excel)
- Experience with EPIC 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.-
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