Support personal insurance customers through accurate policy processing and insurer portal transactions in a hybrid working environment at Cowan Insurance Group.
This Client Support role reports to the Manager, Personal Insurance. You will manage new business and policy endorsement processes while maintaining service standards. The work includes EPIC records, workflow management, brokerage procedures, and carrier requirements.
Key Responsibilities:
- Process new business and policy transactions through insurer portals
- Validate data before processing to minimize errors and rework
- Maintain accurate records in EPIC and brokerage systems
- Process documents and closing activities through EPIC homebase
- Provide backup support across personal insurance workflows
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 required
- RIBO, CAIB, or CIP credentials are assets
Bring careful data processing, EPIC knowledge, and customer service focus to Cowan Insurance Group's Personal Insurance department.
Personal Insurance Client Support Specialist in Cambridge 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.
