Support Cowan Insurance Group's Personal Insurance customers through accurate policy processing, insurer portals, and detailed records in a hybrid environment.
As Client Support, you report to the Manager, Personal Insurance, managing new business and policy endorsements. You will process cancellations, renewals, and reinstatements while maintaining service standards. The work includes EPIC, brokerage systems, carrier requirements, and compliance workflows.
Key Responsibilities:
- Process new business and policy transactions through insurer portals
- Validate data before processing to reduce errors and rework
- Maintain accurate EPIC and brokerage system records
- Complete workflow activities, client letters, and document distribution
- Coordinate accurate processing with Brokers and Personal Insurance workgroups
Requirements:
- Strong customer service focus and caring attitude
- Ability to manage high keying volume accurately
- Proficiency with Microsoft Office products
- High school diploma or equivalent
- RIBO, CAIB, or CIP credentials are assets
Bring insurance processing, customer service, EPIC, and detailed transaction management skills to Cowan's Personal Insurance department.
Personal Insurance Client Support Specialist 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.
