Manage small business insurance accounts with EPIC, solid negotiation, and precise file organization at Cowan Insurance Group in a hybrid workplace.

The Service Consultant provides professional service to clients operating small to mid-sized commercial businesses in specific segments. Reporting to the Supervisor, Small Business Solutions, you will manage client files, support retention, and develop relationships with insurance carriers and colleagues. Detail orientation and problem-solving skills are central to building solid client solutions.

Key Responsibilities:
Process renewals and endorsements across assigned client files
Cross sell within an existing portfolio of business
Use EPIC activity codes and labeling procedures correctly




Follow SBS procedures to serve current and existing clients
Forward new opportunities to other organizational business lines

Requirements:
RIBO license is required
Two to three years of Property and Casualty insurance experience
Ability to prioritize tasks and manage time effectively
Self-motivation with minimal supervision
High school diploma or equivalent; post-secondary education asset

Combine organized account management, EPIC knowledge, and responsive communication while serving Cowan Insurance Group’s small business clients.

📌 Insurance Account Manager Small Business Cambridge (Canada)
🏢 Cowan Insurance Group
📍 Canada