Account Manager Specialist

Job summary

Manage a dedicated portfolio of personal insurance clients, including complex accounts, and provide tailored insurance advice, portfolio reviews, and risk recommendations. Build strong client and carrier relationships, identify opportunities to expand multi-line coverage, and prepare insurance submissions, proposals, and summaries.

Job details

Cowan Insurance Group is looking for an Account Manager Specialist to join our Personal Insurance Concierge team! The role reports to the Director, Personal Insurance. The Account Manager Specialist will be responsible for working on complex accounts, providing guidance to clients with unique Insurance needs and offering expert advise. This role will have a significant impact on positive Client relationships along with providing exceptional customer service. What you will do: Procuring and managing the needs of dedicated portfolio of Personal lines clients You will provide exceptional insurance advice to clients, be able to identify and define insurance needs, work effectively with our markets and the Concierge team Direct interaction with clients to foster and build relationships Drive multi-line approach to expend product offers to existing clients and increase overall account size Build and maintain strong relationships with insurance carriers and clients Preparation of insurance submissions, proposals and summaries of insurance where required Ability to manage portfolio reviews for clients to mitigate risk and make recommendations What you will bring: 5+ years’ experience in Personal Insurance RIBO licensed, or ability to obtain High School or equivalent, post-secondary education is considered an asset Driven brand ambassador to drive client experience and growth Ability to execute and meet or exceed expectations who demonstrates leadership skills Team player who recognizes the benefits of collaboration with fellow team members High level of self-motivation, with the ability to perform effectively, with minimal supervision Highly developed customer service skills and strong problem-solving skills Ability to manage multiple tasks effectively and prioritize competing demands Highly organized with strong attention to detail and effective communication skills Excellent computer skills and knowledge of MS Office products, Brokerage Management System (EPIC) experience an asset Working towards the Canadian Accredited Insurance Broker (CAIB) or Chartered Insurance Professional (CIP) or Canadian Risk Manager (CRM) designations would be considered 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 working 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, credentials, 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 $50,100 to $74,000. 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

Manage a dedicated portfolio of personal insurance clients, including complex accounts, and provide tailored insurance advice, portfolio reviews, and risk recommendations. Build strong client and carrier relationships, identify opportunities to expand multi-line coverage, and prepare insurance submissions, proposals, and summaries.

Requirements

Candidates need at least five years of personal insurance experience and must hold a RIBO license or be able to obtain one. A high school education or equivalent is required; strong customer service, communication, organization, problem-solving, and computer skills are expected, while post-secondary education, EPIC experience, and CAIB, CIP, or CRM studies are assets.

Benefits

• Comprehensive Benefits Plan
• Company-Matched Retirement Savings Plan
• Company-Paid Training And Development
• Community Involvement
• Hybrid Working Environment

Listed skills

• Customer service · Preferred
• Problem solving · Preferred
• Organization · Preferred
• Leadership · Preferred
• Attention to detail · Preferred
• Account Management · Preferred
• Communication · Preferred
• Microsoft Office · Preferred
• Prioritization · Preferred
• Team Collaboration · Preferred
• Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Personal Insurance
• Insurance Advice
• Client Relationship Management
• Customer Service
• Account Management
• Portfolio Management
• Risk Assessment
• Problem-Solving
• Communication
• Organization
• Attention To Detail
• Prioritization
• Team Collaboration
• Leadership
• Microsoft Office
• EPIC Brokerage Management System

Job areas

• Customer Service & Support
• Sales
• Management & Leadership
• Finance & Accounting

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