Cowan Insurance Group is looking for a Client Support to join our Personal Insurance department.
The Client Support role reports to the Manager, Personal Insurance. The Client Support role will provide service excellence to our personal insurance customers and insurance markets by managing our policy endorsement and new business processes. This includes keying data into company portals and ensuring service standards are met.
What you will do:
- Process recent business, endorsements, cancellations, reinstatements, rewrites, and renewals through insurer portals
- Validate data prior to processing to minimize errors and rework
- Ensure transactions comply with brokerage procedures and carrier requirements
- Maintain a strong attention to detail while achieving productivity expectations
- Maintain accurate records in EPIC and other brokerage systems
- Adhere to brokerage workflows, compliance requirements, and audit standards
- Work through the EPIC homebase for various Personal Insurance team workgroups and process accordingly, including closing activities, preparing client letters, processing endorsements and cancellations, and handing out documents using the workflow management system
- Work with Brokers to ensure accurate processing that complies with Cowan’s standards
- Provide backup support across various personal insurance workflows when required, which may include reviewing and processing renewals, cancellations, non-payments, endorsement and
📌 Client Support (Cambridge)
🏢 Cowan Insurance Group
📍 Cambridge
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