The successful candidate will be responsible for handling the broker management system month-end process for the department which includes running TAM reports and making corrections as required. This individual works closely with our finance department and handles all client refund cheques and broker cheque requests, and also manages any overdue receivables. He/she is also responsible for binder billing, and processing policy cancellations and reinstatements on our broker management system, as well as assisting with a daily review of our ADI/EDI process.
- Post Secondary education
- RIBO licensed broker considered an asset
- Proficient with The Agency Manager (TAM) system
- Proficient in MS office products with a working knowledge of excel
- Attention to details and ability to manage multiple demands
- 1-2 years’ experience in an accounting role
- Excellent organizational skills
- Ability to interact effectively with our internal team and external clients
- Previous office and accounting experience preferred
About Cowan Insurance Group
A pre-eminent Canadian owned and operated insurance brokerage and consulting operation, Cowan Insurance Group represents leading national and international insurance companies. Cowan specializes in property, casualty and credit insurance, providing the best value to businesses, organizations and individuals for their insurance and risk management needs. The organization also advises and creates retirement, group benefits, disability management and international benefits programs for employee groups and offers wealth management, financial planning and succession planning services to individuals through its wholly owned financial services subsidiary. Cowan Insurance Group has over 450 employees and currently operates in ten locations across Ontario. Cowan subsidiary companies include The Williamson Group, Wentworth Financial Services, Cowan Financial Solutions and Millennium CreditRisk Management. For additional information about Cowan Insurance Group, please refer to www.cowangroup.ca.
How to Apply
We invite interested candidates submit their resume in confidence to firstname.lastname@example.org. 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.