The Customer Service Representative, reporting directly to the Manager, Client Partnerships, will be responsible for providing service excellence to our Personal Plan Administration (PPA), department clients. Daily contact with both plan sponsors as well as their plan members will include the following;
What you will do:
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Enrolment of new plan members and ongoing maintenance of member eligibility
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Answer correspondence related to the administration of the plan(s)
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Establish a professional relationship between the client and the carrier
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Complete employer statement for disability claims, follow up on status of claim with carrier and audit waiver updates
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Answer client and member inquiries over the phone and via e-mail
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Prepare and distribute welcome packages
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Review and load HRIS feeds and audit for any research data discrepancies
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Prepare and/or audit coverage information on monthly billing statements
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Summarize billing information for the client payroll and finance departments as required
What you will bring:
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Bilingual in English and French, spoken and written is an asset;
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Experience in administration and/or in the group insurance industry;
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Excellent written and verbal communication skills;
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Reliable and detail-oriented;
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Ability to work in a team as well as independently;
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Excellent customer service skills;
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Excellent organizational and time management skills;
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Ability to prioritize and adapt to changing demands;
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Skilled in Microsoft Office products
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
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Competitive salary
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Participate in our comprehensive benefits plan on day one — no waiting period
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Company-matched Retirement Savings Plan
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Company-paid training and development courses
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Community involvement
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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 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.
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