Support Cowan Insurance Group’s Personal Insurance customers through accurate policy processing, insurer portals, and detailed records in a hybrid workplace.
As Client Support, you report to the Manager, Personal Insurance, managing new business and policy endorsements. You will process cancellations, renewals, and reinstatements while maintaining service standards. The work includes EPIC, brokerage systems, carrier requirements, and compliance workflows.
Key Responsibilities: Process new business and policy transactions through insurer portals
Validate data before processing to reduce errors and rework
Maintain accurate EPIC and brokerage system records
Complete workflow activities, client letters, and document distribution
Coordinate accurate processing with Brokers and Personal Insurance workgroups
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
RIBO, CAIB, or CIP credentials are assets
Bring insurance processing, customer service, EPIC, and detailed transaction management skills to Cowan’s Personal Insurance department.
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📌 Personal Insurance Client Support Specialist (Ontario)
🏢 Cowan Insurance Group
📍 Ontario
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