Coordinate policy transactions for Cowan Insurance Group’s Personal Insurance department using insurer portals, EPIC, and careful data validation.
This Client Support role reports to the Manager, Personal Insurance, supporting customers, Brokers, and insurance markets. You will manage endorsements, new business, cancellations, rewrites, and renewals. Accuracy, productivity, brokerage procedures, and carrier requirements guide daily processing.
Key Responsibilities: Process endorsements, cancellations, rewrites, and renewals
Review transactions for accuracy before portal submission
Follow brokerage workflows, compliance requirements, and audit standards
Process EPIC homebase activities for team workgroups
Provide backup across Personal Insurance workflows when required
Requirements: Ability to prioritize and adapt in changing work demands
Sound judgement, ethics, and integrity
Qualified, proactive, and positive work attitude
Experience with EPIC is an asset
Post-secondary education is an asset
Apply policy processing, workflow coordination, and data accuracy skills while supporting Cowan’s Personal Insurance operations.