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Cowan Insurance

Group is looking for an Account Manager to join our Personal Insurance Client Retention team. This successful candidate will be reporting to the Manager, Personal Insurance. You will provide exceptional service to our Personal Insurance customers and insurance markets by servicing and maintaining the existing portfolio as well as pursuing new business.

You are knowledgeable in personal insurance policies, coverages and products. You will respond and provide guidance and advice to policyholders through customer calls and email inquiries 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 2+ years of personal insurance experience ~ Solid customer service and caring attitude ~ 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 ~ The position expectation is to be in the office for the first 1-2 months. 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. It drives our award-winning workplace culture and fuels our collective desire to help our clients, employees, and communities thrive.

If you're looking to develop your expertise with learning opportunities and mentoring, we'll make that happen. Company-matched Retirement Savings Plan Company-paid training and development courses Community involvement 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. 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, sexual orientation. The rest of the original content includes related job listings and meta sections not relevant to this role and has been omitted to focus on the Account Manager position.

📌 Remote Account Manager (Cambridge)
🏢 Cowan Insurance Group
📍 Cambridge