Support personal insurance customers through accurate policy processing and insurer portal transactions in a hybrid working environment at Cowan Insurance Group.

This Client

Support role reports to the Manager, Personal Insurance. You will manage new business and policy endorsement processes while maintaining service standards. The work includes EPIC records, workflow management, brokerage procedures, and carrier requirements.

Key Responsibilities: Process recent business and policy transactions through insurer portals Validate data before processing to minimize errors and rework Maintain accurate records in EPIC and brokerage systems Process documents and closing activities through EPIC homebase Provide backup support across personal insurance workflows Requirements: Strong customer service focus and caring attitude Ability to manage high keying volume accurately Proficiency with Microsoft Office products High school diploma or equivalent required RIBO, CAIB, or CIP credentials are assets Bring careful data processing, EPIC knowledge, and customer service focus to Cowan Insurance Group’s Personal Insurance department.

📌 Personal Insurance Client Support Specialist (Waterloo)
🏢 Cowan Insurance Group
📍 Waterloo