Account Manager - Personal Insurance - Hybrid

Cowan Insurance Group • Cambridge, Ontario, Canada • 16h ago

What you will do:

You will respond and provide guidance and advice to policyholders through customer calls and emails inquiries
Complete coverage reviews and recommendations and address client concerns
Document client discussions in our Broker Management system (EPIC)
Adhere to customer service standards and proper use of activity codes in EPIC and labeling procedures to ensure files are complete
Take a client centric and consultative approach to provide solutions that add value to our customers
Contribute to department sales goals through account rounding (upselling) and referrals while maintaining client retention and relationship, in accordance with department standards

What you will bring:

RIBO license or ability to obtain
2+ years of personal insurance experience
Strong customer service and caring attitude
Excellent communication skills, both written and verbal, excelling in areas of negotiation
Demonstrates sound judgement, ethics and integrity
Excellent computer skills and knowledge of MS Office products
Exceptional organization skills with an ability to prioritize tasks and manage time effectively in a fast-paced environment
CAIB or CIP designation (or working towards) would be an asset

Who we are: 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?

Cowan Insurance Group

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