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 will respond and provide guidance and advice to policyholders through customer calls and emails

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

1+ years of personal insurance experience

- Strong 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 setting
- CAIB or CIP designation (or working towards) would be an asset

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.

Competitive salary

Company-matched Retirement Savings Plan

Company-paid training and development courses

Community involvement

This is a replacement position.

Artificial Intelligence (AI)

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.

Final compensation may vary and will take into account factors including relevant experience, qualifications, skills, knowledge and internal equity.

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.

📌 Account Manager (Client Services) (Woodstock)
🏢 Cowan Insurance Group
📍 Woodstock