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Job summary

The Account Manager Specialist will manage a dedicated portfolio of personal lines clients, providing expert insurance advice and fostering client relationships. This role involves preparing insurance submissions and conducting portfolio reviews to mitigate risk.

Job details

Cowan Insurance Group is looking for an Account Manager Specialist to join our Personal Insurance Concierge team! This successful candidate will be reporting to the Director, Personal Insurance. The Account Manager Specialist will be responsible for working on complex accounts, providing guidance to clients with unique Insurance needs and offering expert advise. This role will have a significant impact on positive Client relationships along with providing exceptional customer service. What you will do: * Procuring and managing the needs of dedicated portfolio of Personal lines clients * You will provide exceptional insurance advice to clients, be able to identify and define insurance needs, work effectively with our markets and the Concierge team * Direct interaction with clients to foster and build relationships * Drive multi-line approach to expend product offers to existing clients and increase overall account size * Build and maintain strong relationships with insurance carriers and clients * Preparation of insurance submissions, proposals and summaries of insurance where required * Ability to manage portfolio reviews for clients to mitigate risk and make recommendations What you will bring: * 5+ years’ experience in Personal Insurance * RIBO licensed, or ability to obtain * Driven brand ambassador to drive client experience and growth * Ability to execute and meet or exceed expectations who demonstrates leadership skills * Team player who recognizes the benefits of collaboration with fellow team members * High level of self-motivation, with the ability to perform effectively, with minimal supervision * Highly developed customer service skills and strong problem-solving skills * Ability to manage multiple tasks effectively and prioritize competing demands * Highly organized with strong attention to detail and effective communication skills * Excellent computer skills and knowledge of MS Office products, Brokerage Management System (EPIC) experience an asset * Working towards the Canadian Accredited Insurance Broker (CAIB) or Chartered Insurance Professional (CIP) or Canadian Risk Manager (CRM) designations would be considered an asset Who we are: 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! What sets us apart? 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. Benefits and perks * 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 Are you interested? Please Apply! This is a new position. Artificial Intelligence (AI): Cowan Insurance Group does not use AI directly; however, platforms we partner with may use AI, including screening for keywords and minimum qualifications. Our human recruiters review candidate’s qualifications prior to decisions being made. This position is subject to appropriate background checks that may include, credentials, employment, credit, criminal and reference checks. 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. 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: age, ancestry, colour, race, citizenship, ethnic origin, place of origin, creed, disability, family status, marital status, gender identity, gender expression, record of offences, sex, or sexual orientation.

What you’ll do

The Account Manager Specialist will manage a dedicated portfolio of personal lines clients, providing expert insurance advice and fostering client relationships. This role involves preparing insurance submissions and conducting portfolio reviews to mitigate risk.

Requirements

Candidates should have over 5 years of experience in personal insurance and be RIBO licensed or able to obtain the license. Strong customer service skills, problem-solving abilities, and a high level of self-motivation are essential.

Benefits

• Comprehensive Benefits Plan • Company-Matched Retirement Savings Plan • Company-Paid Training and Development Courses • Community Involvement

Listed skills

• Customer service · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Personal Insurance
• Client Relationships
• Customer Service
• Problem-Solving
• Insurance Advice
• Portfolio Management
• Risk Mitigation
• Team Collaboration
• Attention to Detail
• Communication Skills
• Self-Motivation
• Leadership Skills
• Organizational Skills
• MS Office
• Brokerage Management System
• Insurance Designations

Job areas

• Customer Service & Support
• Management & Leadership
• Sales
• Finance & Accounting