Cowan Insurance Group is looking for an Account Manager to join our Personal Insurance 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. You are knowledgeable in personal insurance policies coverages and products. You are a strong communicator, self-motivated and able to work independently and in a team environment.

WHO 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!

• You will respond and provide guidance and advice to policyholders through customer calls and emails inquiries
• Complete coverage reviews and recommendations and address client concerns
• Document 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 complete
• Take a client centric and consultative approach to provide solutions that add value to our customers
• Contribute to department sales goals through account rounding (upselling) and referrals while maintaining client retention and relationship, in accordance with department standards