Product Specialist, D&O/E&O (Commercial Insurance)

Cowan Insurance Group

  • Cambridge, ON
  • Permanent
  • Full-time
  • 1 month ago
At Cowan, we are passionate professionals dedicated to doing what is right for our clients. The Product Specialist will be accountable for specializing in D&O/E&O, having a strong sales-driven approach, acting as a key liaison across Commercial Lines, providing expertise and mentorship in the areas of D&O/E&O.What you will do:As Product Specialist, D&O/E&O, you will be working in partnership with our sales team, as a key contributor to the profitable growth of our Commercial Insurance business, in alignment with the Company’s overall strategy.Key responsibilities:
  • Working in partnership with the sales team, drive the acquisition of new clients directly or indirectly in collaboration with leaders and the Sales team.
  • Act as a key product specialist for leaders and provide support and guidance on managing client files (including ensuring the provision of a high level of caution is appropriate, providing insurance advice to clients, identifying insurance needs, and being the key liaison for communication between the client and insurer including coverage and claims matters, as well as support to them).
  • Adhering to established service and quality standards, both externally with clients and internally with the sales and service team.
  • Develop and build relationships with new and existing clients as well as internal and external referral sources and centers-of-influence.
  • Provide monthly statistical analysis and reporting on key metrics for the D&O/E&O sales.
  • Responsible for D&O/E&O sales targets.
  • Develop and execute sales and marketing strategy, in collaboration with the sales team and marketing team, as aligned with the Company’s business plans.
  • Monitor and adjust plans in accordance with sales strategies.
  • Lead the development/execution of strategic initiatives and projects to proactively source and develop new business opportunities in alignment with the Company’s business plan.
What you will bring:
  • Minimum of 5 years of proven Commercial Insurance/Brokerage professional sales, with expertise in D&O/E&O
  • Direct sales experience in the D&O/E&O segment, is required
  • Business-minded with a passion for technical excellence
  • CAIB or CIP designation (or working towards designation) would be an asset
  • Registered Insurance Brokers of Ontario License is required, or willing to obtain
  • Financial analysis skills would be an asset
  • You are a result-driven individual with a strong desire to win business and build fellowship
  • You love networking in community and industry association events
  • Strong interpersonal skills and excellent written and oral communication skills
  • High level of self-motivation, with the ability to perform effectively with minimal supervision
  • Highly developed project management and client management skills
  • Alignment with the Company values of Integrity, Respect, Client Focus, Collaboration Accountability
  • This position is subject to appropriate background checks that may include, credential, employment, credit, criminal and reference checks
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 companyIntegrity matters. It drives our award-winning workplace culture and fuels our collective desire to help our clients, employees, and communities thrive.Challenge your thinkingYou'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 togetherWe believe in your potential. If you’re looking to develop your expertise with learning opportunities and mentoring, we’ll make that happen. If you have a strong plan to build the business, we’ll challenge your plan and support the approved plan that we develop collaboratively with the key stakeholders.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
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 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.#LI-Hybrid

Cowan Insurance Group