team! This role is reporting to the Manager, Small Business Solutions. The successful candidate will provide professional insurance services to clients who operate small to mid-sized commercial businesses in specific segments. You are a person who enjoys building long-lasting relationships with insurance carriers, industry leaders and your colleagues. You are detail-oriented with strong problem-solving skills that will enable you to put together solid solutions for our clients.
What you will do:
Retain a high level of client files by processing renewals, endorsements and where applicable remarket clients
Take a client centric and consultative approach to provide solutions that add value to our customers
Cross sell and service an existing portfolio of business with a primary focus on client retention and relationship, in accordance with department standards
Adhering to SBS Customer Service Standards and proper use of activity codes in the Broker Management system (EPIC) and labeling procedures to ensure files are complete and organized
Follow Small Business Solutions (SBS) procedures and workflows to provide exceptional customer service to existing and new clients
Identify key risks for our clients, identify and forward new opportunities within client files to other lines of business within our organization
What you will bring:
RIBO
license required
2-3 years previous insurance experience (Property & Casualty)
Customer-centric, friendly and professional at all times
Exceptional organization skills with an ability to prioritize tasks and manage time effectively
High level of self-motivation, with the ability to perform effectively with minimal supervision
Excellent communication skills, both verbal and written
Excellent computer skills and knowledge of MS Office products
Professional, responsive and a positive work attitude is essential
Strong resolution and negotiation skills
Previous experience with EPIC is an asset
CIP, CAIB, CRM (or working towards designation) would be an asset
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, sexual orientation.
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