You’re knowledgeable in the personal lines insurance industry with policies, products and customer service.
You’re a communicator – strong communication skills both verbally and in writing.
You’re passionate about providing excellent customer service and you thrive in a fast paced environment.
If you’re answer is yes, check out our Relationship Manager role at Cowan Insurance Group.
What’s the ask?
Reporting to the Manager, Cowan INFINTE this role will be responsible to provide service excellence to our Private Clients in INFINITE.
Responsible for providing proactive and exceptional servicing as well as maintaining an existing portfolio of Private Clients
Pursue new business through effective prospecting and cross lines selling of existing Private Clients.
Build long-term relationships with existing Private Clients to gain a deep understanding of their Personal
Provide timely and effective resolutions to Private Clients issues or concerns, escalating them through appropriate internal channels.
Educate prospective Private Clients on our Insurance, Wealth Planning and Asset Management offerings and identify referral opportunities within our other lines of business.
Develop, prepare and present comprehensive annual renewals to Private Clients as well as insurance proposals for prospective clients.
Develop, implement and execute a retention strategy for their portfolio.
What does it take?
RIBO License or ability to obtain
Exceptional relationship-builder and networker with strong interpersonal, communication (written and verbal), and presentation skills.
Highly developed client service skills. After hours client support may be required.
Previous Personal Insurance experience
Excellent organizational skills
Able to work efficiently as part of a team as well as independently
Attention to detail in all areas of work.
Able to work well under pressure and meet set deadlines,
CAIB or CIP designation (or working towards designation) would be an asset.
Chartered Private Risk & Insurance Advisor (CPRIA) certification or working/willing to work towards.
This position is able to work out of any of our branch locations (Cambridge, Brantford, Hamilton, Ottawa, Woodstock, Paris or Stratford). Remote work options are available.
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.
We believe in your potential. If you’re looking to develop your expertise with learning opportunities and mentoring, we’ll make that happen.
Benefits and perks
Participate in our comprehensive pension and benefits plan on day one — no waiting period
Company-matched Registered Pension Plan
Company-paid training and development courses
Are you interested?
Send your cover letter and resume and share your unique story with us.
While we appreciate the interest of all applicants, we will contact only those selected for interviews. If you are an applicant with disabilities and require accommodations, please let us know at the time of our contact so that we may arrange for their provision.
We are an Equal Opportunity Employer. Employee candidates will be selected strictly on the basis of an individual's technical qualifications, knowledge and experience, as they relate to the requirements of a particular position. Selections will be made without regard to: race, ancestry, place of origin, colour, ethnic origin, citizenship, creed (religion), sex, sexual orientation.