Service Consultant, Client Partnerships - Hybrid

at  Cowan Insurance Group

The Service Consultant, Client Partnerships, reporting to the Manager, Client Partnerships will be responsible for providing service excellence to our mid/large size national group benefit clients. Providing your block of clients with a variety of solutions will take many forms ranging from critical evaluation of the current programs and providers in place, support through changes, new implementations, onboarding, customized communications and more.

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!

• Prepare specifications working with clients, consultants, and carriers for marketing purposes
• Be accountable for the smooth transition of benefits to new carriers ensuring any client risk and exposure is mitigated (i.e. plan mapping, member coverage, communication)
• Coordinate carrier finalist presentations
• Conduct and/or peer review employee presentations
• Create and review benefit summaries for accuracy
• Peer review contract, booklet and collective agreement differences and identify risk exposure
• Resolve and address escalated client issues & inquires with the employee, employer and/or carrier
• Process amendments and employee presentations/communications
• Create and update Benefits at a Glance, and other internal and external reference materials
• Identify areas related to your clients by understanding and remaining current with carrier communication, changes to legislation, and CLHIA guidelines
• Client meetings, virtual and in person, along with employee presentations will be necessary
• Assist on specific projects, initiatives, and research
• Provide and coordinate support for consultant as requested and in accordance with procedures and service agreements
• Monitor email, voicemail, spreadsheets, and maintain filing within our CRM system as per guidelines