Manage endorsements, renewals, and recent business processing for Cowan Insurance Group’s Personal Insurance customers and markets with careful attention to detail.
As Client Support, you will report to the Manager, Personal Insurance and help deliver service excellence. You will process transactions through insurer portals, verify information, and follow brokerage workflows. Your work supports accurate records, compliance, audits, and productivity expectations.
Key Responsibilities: Process endorsements, cancellations, reinstatements, rewrites, and renewals
Ensure transactions meet brokerage and carrier requirements
Review records and process workgroups through EPIC homebase
Prepare client letters and distribute documents using workflows
Work with Brokers on accurate processing standards
Requirements: Ability to prioritize and adapt to changing work
Sound judgement, ethics, and integrity
Professional, proactive, and positive work attitude
Experience with EPIC would be an asset
Post-secondary education would be an asset
Use your insurance processing discipline, compliance awareness, and EPIC workflow skills to support Cowan’s Personal Insurance team.