Job Description

Youre passionate about numbers, finance and reporting!

Youre a self starter who is looking to be part of a great team!

Youre able to balance attention to detail and efficiency within a fast-paced environment.

If youre nodding, this Accounting Technician role at Cowan Insurance Group may be perfect for you!

Whats the ask?

Reporting to the Assistant Controller, the Accounting Technician is responsible for preparing and sending invoices to clients, ensuring accurate revenue data is entered in the accounting system, and following up with clients on outstanding invoices for the Benefits & Wealth Division.

Key Responsibilities:

• Accurately record revenue from invoices in the accounting system
• Perform daily operations relating to accounts receivable, including preparing customer invoices, following up for timely collection, and maintaining aging of accounts at acceptable levels;
• Timely completion of payroll file uploads used to generate client invoices
• Assist in recording commission revenue from carrier statements
• Gain an understanding of the other team members tasks to provide backup during peak times
• Other ad-hoc tasks as required

What does it take?

• Completed post-secondary education in Accounting or Finance
• Previous accounting experience
• Strong knowledge of Microsoft Office (particularly Excel)
• Strong written and oral communication skills
• Good organizational, time management and prioritizing skills
• Comfortable dealing with company personnel at various levels and can work in a team
• This position is subject to appropriate background checks that may include credential, employment, credit, criminal and reference checks.

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 operating out of 8 locations across Canada, were proud to have been named one of Canadas 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 youre looking to develop your expertise with learning opportunities and mentoring, well 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 accommodations, please let us know at the time of our contact so that we may arrange for their provision.

We are an Equal Opportunity Employer. Employee candidates will be selected strictly on the basis of an individual's technical qualifications, knowledge and experience, as they relate to the requirements of a particular position. Selections will be made without regard to: race, ancestry, place of origin, colour, ethnic origin, citizenship, creed (religion), sex, sexual orientation, handicaps (physical or mental), age, marital status, family status, or the receipt of public assistance or record of offences.

#LI-Hybrid

Cowan Insurance Group