Commercial Account Assistant - Hybrid
Top Benefits
About the role
Cowan Insurance Group is looking for a Commercial Account Assistant to join our Commercial Insurance Team! The successful candidate will provide administrative support on new and renewal accounts in partnership with Commercial Account Representatives to ensure client retention and timely customer service. You love the idea of working in a dynamic and fast paced environment! You are a people 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:
- Work closely with team to provide support on policy changes, renewals, new business, proposals, follow ups, binders, slips, finance contracts and scanning documents
- Ensure special attention is paid to timelines on preparation of liability slips, memorandums of insurance, certificates of insurance
- Support and update documentation in the Broker Management System (EPIC)
- Manage and respond to emails from Commercial Account Assistant inbox/queue
- Prioritize work received from (and other duties as assigned) by Manager, Commercial Account Representatives & Commercial Brokering
What you will bring:
- RIBO license or ability to obtain
- Post-secondary education or equivalent experience.
- Previous experience with Broker Management System (EPIC) would be an asset
- Customer-centric, friendly and professional at all times
- Exceptional organization skills with an ability to prioritize tasks and manage time effectively
- 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 problem identification and problem resolution skills
- Ability to prioritize and manage time while working independently
- 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.
#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 Assistant - Hybrid
Top Benefits
About the role
Cowan Insurance Group is looking for a Commercial Account Assistant to join our Commercial Insurance Team! The successful candidate will provide administrative support on new and renewal accounts in partnership with Commercial Account Representatives to ensure client retention and timely customer service. You love the idea of working in a dynamic and fast paced environment! You are a people 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:
- Work closely with team to provide support on policy changes, renewals, new business, proposals, follow ups, binders, slips, finance contracts and scanning documents
- Ensure special attention is paid to timelines on preparation of liability slips, memorandums of insurance, certificates of insurance
- Support and update documentation in the Broker Management System (EPIC)
- Manage and respond to emails from Commercial Account Assistant inbox/queue
- Prioritize work received from (and other duties as assigned) by Manager, Commercial Account Representatives & Commercial Brokering
What you will bring:
- RIBO license or ability to obtain
- Post-secondary education or equivalent experience.
- Previous experience with Broker Management System (EPIC) would be an asset
- Customer-centric, friendly and professional at all times
- Exceptional organization skills with an ability to prioritize tasks and manage time effectively
- 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 problem identification and problem resolution skills
- Ability to prioritize and manage time while working independently
- 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.
#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.