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Cowan Insurance GroupVerified Job Source

Account Manager

  • Hamilton, ON
  • Hybrid
  • Posted Oct 4, 2026
  • 1 position

$45,700–$64,000 / year

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Employment type
Full-time
Experience level
Mid-level · 2+ years
Apply by
Mar 30, 2027
Posting language
English
Working hours
40 hours per week
Seniority
Entry level

Job summary

Provide guidance and service to personal insurance policyholders, including responding to inquiries, reviewing coverage, making recommendations, and documenting client discussions in EPIC. Maintain client relationships and retention while contributing to sales goals through account rounding, upselling, and referrals.

Job details

Cowan Insurance Group is looking for Account Managers to join our Personal Insurance Team! This position reports to the Manager, Personal Insurance. As an Account Manager, you provide exceptional service to our Personal Insurance customers and insurance markets by servicing and maintaining the existing portfolio. You are knowledgeable in personal insurance policies coverages and products. You are a strong communicator, self-motivated and able to work independently and in a team environment. 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: 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 is a replacement position. Artificial Intelligence (AI): Cowan Insurance Group does not use AI directly; however, platforms we partner with may use AI, including screening for keywords and minimum qualifications. Our human recruiters review candidate’s qualifications prior to decisions being made. 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. The expected base salary range for this role is $45,700 to $64,000. Final compensation may vary and will take into account factors including relevant experience, qualifications, skills, knowledge and internal equity. 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.

What you’ll do

Provide guidance and service to personal insurance policyholders, including responding to inquiries, reviewing coverage, making recommendations, and documenting client discussions in EPIC. Maintain client relationships and retention while contributing to sales goals through account rounding, upselling, and referrals.

Requirements

Candidates need a RIBO license or the ability to obtain one, at least two years of personal insurance experience, strong customer service and communication skills, and proficiency with computers and Microsoft Office. CAIB or CIP designation, or progress toward either, is an asset; strong organization, judgment, ethics, and time-management skills are also expected.

Benefits

  • Comprehensive Benefits Plan
  • Company-Matched Retirement Savings Plan
  • Company-Paid Training and Development Courses
  • Community Involvement
  • Hybrid Work Environment

Listed skills

  • Time management · Preferred
  • Customer service · Preferred
  • Organization · Preferred
  • Negotiation · Preferred
  • Communication · Preferred
  • Microsoft Office · Preferred
  • Prioritization · Preferred
  • Upselling · Preferred
  • Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

  • Personal Insurance
  • Customer Service
  • Communication
  • Negotiation
  • Policy Coverage Reviews
  • Client Relationship Management
  • Upselling
  • Referrals
  • Client Retention
  • Judgment
  • Ethics and Integrity
  • Microsoft Office
  • EPIC Broker Management System
  • Organization
  • Time Management
  • Prioritization

Job areas

  • Customer Service & Support
  • Sales
  • Finance & Accounting

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