Job Description

You enjoy guiding, coaching, and assisting your team members.

You are organized and like supporting your team and group benefits clients.

You love the idea of helping team members through their development.

If you are nodding yes, this Team Lead role in our Personal Insurance department may be perfect for you!

What’s the ask?

Reporting to the Supervisor, Personal Insurance. This position will be responsible for providing training to the Account Managers. With the support of the Personal Insurance leadership, you will be a “go to” for the Account Managers, supporting with client escalations and assist in implementing processes. You will also continue to manage a small block of your own personal insurance clients.

Key Responsibilities:

Provide training and coaching for personal lines employees, point of contact for client escalations
Assist in implementing processes that will help employees apply training received
Become subject matter experts in workflows and company portals
Liaison with industry vendors, research and provide recommendations

What does it take?

3 years experience in insurance (personal insurance)
RIBO license required
Proven success with coaching
Highly organized with attention to detail
Excellent communication skills
Experience with EPIC an asset
Ability to manage multiple demands and deadlines
This position is subject to appropriate background checks that may include credential, employment, credit, criminal and reference checks.

Who we are:

Canadian-owned and operated, Cowan Insurance Group is a leading independent insurance brokerage and consulting operation, providing real value to our clients. With over 500 employees hired out of 6 locations across Canada, we’re proud to have been named one of Canada’s Best Managed Companies since 2012.

We partner with leading national and international insurance companies to:

deliver insurance and risk management solutions to businesses, organizations and individuals.
advise on and create retirement, group benefits, disability management and international benefits programs for employee groups.

We also offer wealth and asset management as well as financial and succession planning services to individuals, and specialize in property, casualty and credit insurance.

What sets us apart?

Be in good company
Integrity matters. It drives our award-winning workplace culture and fuels our collective desire to help our clients, employees, and communities thrive.

Challenge your thinking
You're valued for your passion, drive and creativity. The pace is fast, but the work is meaningful, interesting, and complex, just the way you like it.

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 benefits plan on day one — no waiting period.
Company-matched Retirement Savings Plan
Company-paid training and development courses
Community involvement
Hybrid work environment

Are you interested?

Please Apply!

This position is subject to appropriate background checks that may include credential, employment, credit, criminal and reference checks.

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 accommodation, 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.

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