Commercial Account Representative - Auto Specialist - Hybrid
Top Benefits
About the role
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 Assistanton 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.
What you will do:
- 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
What you will bring:
- RIBO license required
- 2 to 3 years previous insurance experience
- Commercial Automobile experience would be an asset
- Experience in servicing commercial insurance accounts
- Excellent communication skills; written and verbal
- Proficient use of Microsoft Office products (Word, Excel)
- Experience with EPIC would be an asset
- Develop comprehensive knowledge of client exposures
- Strong problem identification and resolution skills
- Ability to manage high volume while maintaining attention to detail
- Professional, proactive, and positive work attitude is essential
- CAIB or CIP designations (or working toward designations) 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.
#LI-Hybrid
About Cowan Insurance Group
Cowan Insurance Group is one of the leading insurance brokerage and consulting operations in Canada, operating out of 11 locations. Representing national and international insurance companies, Cowan specializes in providing the best value to businesses, organizations and individuals for their insurance and risk management needs, as well as advising and creating retirement, group benefits and disability management programs for employee groups; and wealth management, financial planning and succession planning services to individuals. For more information, visit www.cowangroup.ca
Cowan Insurance Group is a winner of Canada's Best Managed Companies program for the past five years, sponsored by Deloitte, CIBC, National Post, Queen's School of Business and MacKay CEO Forum.
Commercial Account Representative - Auto Specialist - Hybrid
Top Benefits
About the role
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 Assistanton 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.
What you will do:
- 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
What you will bring:
- RIBO license required
- 2 to 3 years previous insurance experience
- Commercial Automobile experience would be an asset
- Experience in servicing commercial insurance accounts
- Excellent communication skills; written and verbal
- Proficient use of Microsoft Office products (Word, Excel)
- Experience with EPIC would be an asset
- Develop comprehensive knowledge of client exposures
- Strong problem identification and resolution skills
- Ability to manage high volume while maintaining attention to detail
- Professional, proactive, and positive work attitude is essential
- CAIB or CIP designations (or working toward designations) 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.
#LI-Hybrid
About Cowan Insurance Group
Cowan Insurance Group is one of the leading insurance brokerage and consulting operations in Canada, operating out of 11 locations. Representing national and international insurance companies, Cowan specializes in providing the best value to businesses, organizations and individuals for their insurance and risk management needs, as well as advising and creating retirement, group benefits and disability management programs for employee groups; and wealth management, financial planning and succession planning services to individuals. For more information, visit www.cowangroup.ca
Cowan Insurance Group is a winner of Canada's Best Managed Companies program for the past five years, sponsored by Deloitte, CIBC, National Post, Queen's School of Business and MacKay CEO Forum.