Personal insurance service and policy processing define this Client Support role at Cowan Insurance Group. Work with insurer portals, EPIC, and brokerage workflows.
Reporting to the Manager, Personal Insurance, you will support customers, insurance markets, and Brokers through accurate transaction processing. Your work covers new business, endorsements, cancellations, reinstatements, rewrites, renewals, records, and department projects. Service standards, carrier requirements, compliance, and audit standards guide daily activities.
Key Responsibilities:
- Process policy transactions through insurer portals accurately
- Validate data before completing processing activities
- Maintain records in EPIC and brokerage systems
- Manage EPIC homebase workflows and closing activities
- Provide backup support across Personal Insurance workflows
Requirements:
- High school diploma or equivalent
- Proficiency with Microsoft Office products
- Ability to manage high keying volume accurately
- Strong customer service focus and caring attitude
- RIBO, CAIB, or CIP credentials are assets
Support Cowan Insurance Group's Personal Insurance department with careful processing, customer service, EPIC, and insurer portal expertise.
Personal Insurance Client Support Specialist in Woodstock 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.
