Client Support

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.

• Process new 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 work groups 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 payment reminders
• Work on Personal Insurance projects to support the department

• RIBO license or ability to obtain RIBO is an asset
• CAIB or CIP designations (or working toward designations) would be an asset
• Ability to prioritize & adapt to work in a fast-paced environment
• Demonstrate sound judgement, ethics, and integrity
• Strong customer service focus and caring attitude
• Ability to manage high keying volume while maintaining attention to detail
• Professional, proactive, and positive work attitude is essential
• Proficiency with Microsoft Office Products
• Experience with EPIC would be an asset
• High school diploma or equivalent; post-secondary education is an asset

Proudly independent and Canadian-owned, Cowan Insurance Group has been a true market leader in the insurance industry since 1927. With an extensive range of product offerings and integrated commercial and personal insurance, group benefits, and wealth management solutions, we provide our clients with outstanding customized, comprehensive insurance and risk management professional advice and placement.

Recognized as one of Canada's Most Admired Cultures and a Canada's Best Managed Companies Platinum Club Member, Cowan Insurance Group's award-winning client-centric approach emphasizes innovation, excellence, and collaboration. Join our team as we prepare for our centennial celebration in 2027!

Be in good company Integrity matters. It drives our award-winning workplace culture and fuels our collective desire to help our clients, employees, and communities thrive.

Challenge your thinking You're valued for your passion, drive and creativity. The pace is fast, but the work is meaningful, interesting, and complex, just the way you like it.

Grow together We believe in your potential. If you’re looking to develop your expertise with learning opportunities and mentoring, we’ll make that happen.

• Participate in our comprehensive benefits plan on day one — no waiting period
• Company-matched Retirement Savings Plan
• Company-paid training and development courses
• Community involvement
• Hybrid working environment

Cowan Insurance Group does not use AI directly; however, platforms we partner with may use AI, including screening for keywords and minimum…