Cowan Insurance Group

About Cowan Insurance Group

You're knowledgeable in insurance and living benefits products, practices and processes. You're a communicator – strong communication skills both verbally and written You're self-motivated - ability to work independently and as a team. If you're nodding, this Insurance Coordinator role in the Wealth Division at Cowan Insurance Group may be perfect for you! What's the ask? Reporting to the Operations Manager, Wealth Management, you will provide service to our advisors and clients by the daily processing and administration of Life Insurance and Living Benefit products. Your focus – assisting the advisor on both new and existing business. Your goal - provide same day service on administrative functions while maintaining a high level of accuracy and professionalism. Key Responsibilities Assist Advisors in meeting all service model actions for clients from pre-sale, issue and post issue changes by; Preparation of new client files, filing, printing statements, data management including preparing insurance quotations; Prepping insurance applications ensuring for completion and accuracy for submission to insurance carriers including the processing of medicals; Preparation of underwriting requirements for advisors, including managing the underwriting process to completion; Inputting and maintaining data in the Client Relations Management System (CRM) Preparation of new insurance contracts for client delivery; Preparation of premium payment reminders; Handling any post issue policy change requests from clients (i.e. beneficiary change, face amount changes) Processing of any disbursements (i.e. loans and cash withdrawal) Processing of death claims Maintenance of underwriting and marketing supplies from insurance carriers Respond pro-actively to advisor's inquiries or concerns. Develop and maintain good advisor and internal relationships while ensuring confidentiality Support and backup for other Insurance Administrators What does it take? Minimum of 3-5 years' experience within the Insurance Industry; You have strong knowledge of Life insurance and Living benefits products; You have strong experience with insurance carrier products and illustration software; You have strong knowledge of insurance carrier application procedures; University Degree/College Diploma (would be an asset) Individual Agent License (LLQP) (would be an asset) Financial Services Industry experience (would be an asset) You have solid problem-solving skills You have strong working knowledge of Microsoft Office Suite of products and CRM; You have strong communication skills, both written and verbal; You have strong prioritization skills and flexibility and enjoy working in a fast-paced environment; You pride yourself in your strong attention to detail and a high degree of accuracy; Client confidentiality is of the upmost importance Able to work independently and self-motivated Why us? Challenge your thinking You're valued for your passion, drive and creativity and given the support to do your best work. At Cowan Insurance Group, the pace is fast but the work is meaningful, interesting and complex, just like you like it. Be in good company Integrity matters. It drives our culture and fuels our collective desire to help our clients and communities thrive. At work, we're a team; friendly, supportive and collaborative. 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 Competitive salary Participate in our comprehensive pension and benefits plan on day one — no waiting period Company-matched Registered Pension Plan Company-paid training and development courses Community involvement Are you interested? Send your cover letter and resume to [email removed] and share your unique story with us. 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. Employee 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: race, ancestry, place of origin, colour, ethnic origin, citizenship, creed (religion), sex, sexual orientation, handicaps (physical or mental), age, marital status, family status, or the receipt of public assistance or record of offences. Zj0JeEfHbg

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Company Info

Legal Form: Ltd

Company Type: Private

Company Size: 501 - 1000

Revenue: 100 - 500 million (USD)

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Job Ads found: 951

Job Ads per Month: 19.4

Hiring Locations: 7

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