Commercial Account Representative - Cambridge, Canada - Cowan Insurance Group

Cowan Insurance Group

Verified Company

Cambridge, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

You're a
people person who enjoys building long-lasting relationships with insurance carriers, industry leaders and your colleagues.
You're
detail-oriented with strong problem solving skills that will enable you to put together solid solutions for our clients.
You're
passionate about the insurance industry with an eagerness to learn and develop your skillset.
If you're nodding, this
Commercial Account Representative role at Cowan Insurance Group may be perfect for you
What's the ask?

To work closely with the Sales Consultant and Commercial Account Assistant (CAA) on 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. Programs currently managed by the team include car dealerships, condominium, driving schools, hearing practitioners, limousine, recyclers, and self storage.

Key Responsibilities:

Responsible for all aspects of service on assigned book of business
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 crosssell opportunities
Attend industry events related to program as required

What does it take?

RIBO license required
CAIB or CIP designations (or working toward designations) would be an asset
Experience in servicing commercial insurance accounts
Excellent communication skills; written and verbal
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
Proficient use of Microsoft Office products (Word, Excel)
Experience with EPIC would be an asset

Who we are:

Canadianowned and operated, Cowan Insurance Group is a leading independent insurance brokerage and consulting operation, providing real value to our clients.

With over 500 employees hired out of 6 locations across Canada, we're proud to have been named one of Canada's Best Managed Companies since We partner with leading national and international insurance companies to:

deliver insurance and risk management solutions to businesses, organizations and individuals.

- advise on and create retirement, group benefits, disability management and international benefits programs for employee groups.

We also offer wealth and asset management as well as financial and succession planning services to individuals, and specialize in property, casualty and credit insurance.
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.
Companymatched Retirement Savings Plan
Companypaid training and development courses
Community involvement
Hybrid work environment

Are you interested?

Please Apply- 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 accommodation, please let us know at the time of our contact so that we may arrange for their provision.-LI-HYBRID