Relationship Manager - Hamilton, Canada - Cowan Insurance Group

Cowan Insurance Group

Verified Company

Hamilton, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

You're

knowledgeable in the

personal lines insurance industry with policies, products and customer service.
You're a
communicator - strong communication skills both verbally and in writing.

You're
passionate about providing excellent customer service and you thrive in a
fast paced environment.

If you are nodding yes, this
Relationship Manager role in our
Personal Insurance, Private Client department at Cowan Insurance Group may be perfect for you

What's the ask?
Reporting to the Manager, Private Client this role will be responsible to provide service excellence to Private Clients.

Key Responsibilities:

Responsible for providing proactive and exceptional servicing as well as maintaining an existing portfolio of Private Clients (VIP Personal Lines Clients)
Pursue new business through effective prospecting and cross lines selling of existing Private Clients.
Build longterm relationships with existing Private Clients to gain a deep understanding of their Personal Insurance needs to deliver on client expectations
Provide timely and effective resolutions to Private Clients issues or concerns, escalating them through appropriate internal channels.
Educate prospective Private Clients on our Insurance, Wealth Planning and Asset Management offerings and identify referral opportunities within our other lines of business.
Develop, prepare and present comprehensive annual renewals to Private Clients as well as insurance proposals for prospective clients.
Develop, implement and execute a retention strategy for their portfolio.

What does it take?

RIBO License or ability to obtain
Exceptional relationshipbuilder and networker with strong interpersonal, communication (written and verbal), and presentation skills.
Highly developed client service skills. After hours client support may be required.
Previous Personal Insurance experience
Excellent organizational skills
Able to work efficiently as part of a team as well as independently
Attention to detail in all areas of work.
Able to work well under pressure and meet set deadlines,
CAIB or CIP designation (or working towards designation) would be an asset.
Chartered Private Risk & Insurance Advisor (CPRIA) certification or working/willing to work towards.
35 years experience in Personal Insurance

Who we are

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

With over 500 employees operating out of 8 locations across Canada, we're proud to have been named one of Canada's Best Managed Companies since 2012.

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?
Send your cover letter and resume and share your unique story with us.

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.

**#LI-Hybrid