Top Benefits
About the role
The Service Consultant, reporting to the Manager, will be responsible for providing service excellence to our group savings clients. You will be responsible for providing service excellence to group savings clients.
What you will do:
- Work closely with clients, consultants, and carriers building strong relationships
- Draft annual plan reviews
- Contribute as a member of the Make Sense team by responding to member inquiries via phone and email, providing timely, accurate, and service‑focused support to enhance the overall member experience
- Attend client meetings virtual and/or in person and prepare meeting minutes
- Co-ordinate marketings
- Manage client deliverables, assist on specific projects, initiatives, and research
- Draft and/or file annual information reports and plan amendments
- Monitor email, voicemail, and maintain filing within our CRM system as per guidelines
- Enjoy working in a team environment and actively contributing to a positive work culture
What you will bring:
- Knowledge of Group Retirement and savings programs
- Certified Employee Benefits Specialist (CEBS) designation considered an asset but is not required.
- Time management in a fast-paced environment
- Able to multitask and problem solve
- Attention to detail, strong organization and prioritization skills
- Able to skillfully work independently and within a team
- Strong Microsoft Office skills (Excel, PowerPoint, Word, Outlook etc.)
- Sound judgement, ethics and integrity
- Excellent communication skills, both written and verbal
- Strong client service attitude and client relationship/trust building skills
- Knowledge of EPIC an asset
- Bilingual would be an asset
- Maintenance of valid driver’s license, as periodic travel maybe required
Who we are:
Proudly independent and Canadian-owned, Cowan Insurance Group has been a true market leader in the insurance industry since 1927. With an extensive range of product offerings and integrated commercial and personal insurance, group benefits, and wealth management solutions, we provide our clients with outstanding customized, comprehensive insurance and risk management professional advice and placement.
Recognized as one of Canada's Most Admired Cultures and a Canada's Best Managed Companies Platinum Club Member, Cowan Insurance Group's award-winning client-centric approach emphasizes innovation, excellence, and collaboration. Join our team as we prepare for our centennial celebration in 2027!
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 is a replacement position.
Artificial Intelligence (AI):
Cowan Insurance Group does not use AI directly; however, platforms we partner with may use AI, including screening for keywords and minimum qualifications. Our human recruiters review candidate’s qualifications prior to decisions being made.
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 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. 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: age, ancestry, colour, race, citizenship, ethnic origin, place of origin, creed, disability, family status, marital status, gender identity, gender expression, record of offences, sex, sexual orientation.
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Top Benefits
About the role
The Service Consultant, reporting to the Manager, will be responsible for providing service excellence to our group savings clients. You will be responsible for providing service excellence to group savings clients.
What you will do:
- Work closely with clients, consultants, and carriers building strong relationships
- Draft annual plan reviews
- Contribute as a member of the Make Sense team by responding to member inquiries via phone and email, providing timely, accurate, and service‑focused support to enhance the overall member experience
- Attend client meetings virtual and/or in person and prepare meeting minutes
- Co-ordinate marketings
- Manage client deliverables, assist on specific projects, initiatives, and research
- Draft and/or file annual information reports and plan amendments
- Monitor email, voicemail, and maintain filing within our CRM system as per guidelines
- Enjoy working in a team environment and actively contributing to a positive work culture
What you will bring:
- Knowledge of Group Retirement and savings programs
- Certified Employee Benefits Specialist (CEBS) designation considered an asset but is not required.
- Time management in a fast-paced environment
- Able to multitask and problem solve
- Attention to detail, strong organization and prioritization skills
- Able to skillfully work independently and within a team
- Strong Microsoft Office skills (Excel, PowerPoint, Word, Outlook etc.)
- Sound judgement, ethics and integrity
- Excellent communication skills, both written and verbal
- Strong client service attitude and client relationship/trust building skills
- Knowledge of EPIC an asset
- Bilingual would be an asset
- Maintenance of valid driver’s license, as periodic travel maybe required
Who we are:
Proudly independent and Canadian-owned, Cowan Insurance Group has been a true market leader in the insurance industry since 1927. With an extensive range of product offerings and integrated commercial and personal insurance, group benefits, and wealth management solutions, we provide our clients with outstanding customized, comprehensive insurance and risk management professional advice and placement.
Recognized as one of Canada's Most Admired Cultures and a Canada's Best Managed Companies Platinum Club Member, Cowan Insurance Group's award-winning client-centric approach emphasizes innovation, excellence, and collaboration. Join our team as we prepare for our centennial celebration in 2027!
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 is a replacement position.
Artificial Intelligence (AI):
Cowan Insurance Group does not use AI directly; however, platforms we partner with may use AI, including screening for keywords and minimum qualifications. Our human recruiters review candidate’s qualifications prior to decisions being made.
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 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. 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: age, ancestry, colour, race, citizenship, ethnic origin, place of origin, creed, disability, family status, marital status, gender identity, gender expression, record of offences, sex, sexual orientation.