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
- Professional, 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.
Insurance Policy Processing Coordinator in Brantford employer: Cowan Insurance Group
Join a leading Canadian insurance firm in Cambridge, Ontario, where we prioritise employee well-being and professional growth. Our hybrid work model allows for flexibility, while our comprehensive benefits plan ensures you are supported both personally and professionally. With a strong focus on client satisfaction and team collaboration, we foster a dynamic work culture that encourages innovation and career advancement.
