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Commercial Account Assistant

2 weeks ago

Cambridge, Canada Cowan Insurance Group Full time

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’re **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’s the ask?**

**Key responsibilities**:

- Prepare new business / renewal letter, business interruption (BI) worksheet, liability slips etc., print completed summary, invoice and when required statement of values (SOV) and provide to Commercial Account Representative or Sales Consultant for review
- Complete Certificates of Insurance as requested by Commercial Account Representative or Sales Consultant
- Order MVR, CVRD, CVOR and Autoplus reports and complete TIV calculators as requested by Commercial Account Representatives and Sales Consultants
- Processing of endorsements: Review document to ensure accuracy, invoice and prepare letter for mailing of endorsement to client and provide to Commercial Account Representatives and Sales Consultants
- Prepare premium finance contracts as required
- Prepare pre-renewal package in conjunction with the Commercial Account Representative and populate Request for Renewal documents
- Work with Commercial Account Representative on client presentations as required
- Contribute to the client relationship by helping the Commercial Account Representatives and Sales Consultants as required

**What does it take?**
- Interest in expanding knowledge of commercial insurance, products and risk management skills
- Ensure minimization of Cowan Insurance Group’s Errors and Omissions exposure through appropriate documentation of interactions with clients and follow all standard policies and procedures as outlined in the Commercial Lines manual
- Proficient use of Microsoft Office products, and EPIC
- Excellent communication skills both written and verbal
- Strong problem identification and problem resolution skills.
- Strong attention to detail
- Professional, responsive, and a positive work attitude is essential
- RIBO licensed or willing to become RIBO licensed

**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 close to 500 employees operating out of 10 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 Registered Savings plans
- Company-paid training and development courses
- Community involvement

**Are you interested?**

Send in cover letter and resume to share your unique story with us.

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 accommodations, please let us know at the time of our contact so that we may arrange for their provision.