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Jobs at Cowan Insurance Group

Supervisor, Client Service

Location: Cambridge, Ontario, Canada

Department: Pension and Retirement Consulting

Type: Full Time

Min. Experience: Experienced

Job Summary:

The Supervisor, Client Service will be responsible for the leadership and strategic direction of the service team that provides support to our consulting/account management team and pension and retirement clients. The successful candidate will lead best practice reviews related to our client deliverables (e.g. annual plan reviews, marketings, employee communication strategies). This role will also liaise with our carrier partners to ensure we are providing service excellence.  The incumbent will also provide service to some of our key clients. This individual will also participate in other projects, initiatives, media, and research. 

Qualifications:

  • Knowledge of group pension and retirement programs
  • Leadership capabilities 
  • Completed or willing to obtain Level II Life License
  • RPA (CEBS) designation an asset but not required
  • Excellent oral and written skills in English, French skills would be an asset
  • Superior client service attitude
  • Self-starter with ability to multi-task and prioritize competing demands
  • Strong organizational and time management skills with attention to detail
  • Advanced working knowledge of Microsoft Office, including Excel, Word, PowerPoint 
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