Job Description

We're looking for a client-focused, multi-talented insurance professional to join our dynamic Wealth Management team as an Insurance, Sales and Service Associate. Reporting to the Manager, Branch Compliance & Sales Support, this role blends relationship management with hands-on insurance operations, offering a unique opportunity to build your career in both client service and sales.
In this exciting role, you'll split your time between:

• Partnering with a Senior Advisor -- providing operational and administrative support, managing client relationships, and overseeing the insurance lifecycle from application through post-issue service.
• Growing your own client base -- deepening relationships with existing clients, responding to inquiries, and identifying opportunities for new business within your assigned book of business.

We offer independent, needs-based insurance solutions through top-tier carriers. And we're proud of our collaborative culture that champions entrepreneurial thinking, team-support, and mutual success.
What you will do:

• Prepare and submit insurance applications, ensuring completeness and accuracy, and manage medicals, policy issuance, and delivery
• Facilitate the underwriting process, including collecting and organizing requirements for advisors
• Maintain and update client records within CRM systems
• Process post-issue client requests (e.g., beneficiary updates, coverage changes, claims, illustrations)
• Respond proactively to inquiries from advisors and clients
• Build strong internal relationships while protecting client confidentiality
• Perform needs-based analysis and strengthen existing client relationships
• Use insurance tools and resources to address immediate client needs
• Ensure adherence to all compliance and regulatory standards
• Support incoming leads by responding to product-related inquiries
• Partner with advisors to meet client service expectations and identify cross-selling opportunities
• Assist with all client service touchpoints--from pre-sale to post-issue support

What you will bring:

• 3-5 years' insurance industry experience
• LLQP certification required; post-secondary education is an asset
• Meets provincial licensing and continuing education requirements
• Strong analytical and problem-solving abilities to manage incoming inquiries
• Deep understanding of life insurance and living benefits products
• Experience using carrier illustration software and application platforms
• Working knowledge of application and underwriting procedures
• Excellent multitasking, prioritization, and time-management skills
• Proficient in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint)
• Proven expertise in insurance products, processes, and client servicing

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!
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 Retirement Savings Plan
• Company-paid training and development courses
• Community involvement
• Hybrid work environment

Are you interested?
Please Apply!
This position is subject to appropriate background checks that may include, credential, employment, credit, criminal and reference checks.
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. 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: age, ancestry, colour, race, citizenship, ethnic origin, place of origin, creed, disability, family status, marital status, gender identity, gender expression, record of offences, sex, or sexual orientation.
#LI-Hybrid

Skills Required