Cowan Insurance Group is looking for a highly qualified Commercial Account Representative to join our Commercial Insurance Team! This role is reporting to the Manager of Programs and Broker Services. To work closely with the Sales Consultant and Commercial Account Assistant 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.
Some of the Programs currently managed by the team include condominium, driving schools, limousine, beauticians, and self storage.

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!

• Responsible for all aspects of service on assigned book of business
• Manage renewal information gathering from clients and ensure all necessary applications are completed on renewal
• 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