Work in Tech

Reporting to the Manager, Pension & Retirement, you’ll support our consulting team by drafting annual plan reviews, coordinating marketings, designing and presenting employee communication sessions and participating in client meetings. You will also manage client deliverables and specific projects.

What you will do:

• Prepare specifications working with clients, consultants, and carriers for marketing purposes
• Be accountable for the smooth transition of benefits to new carriers ensuring any client risk and exposure is mitigated (i.e. plan mapping, member coverage, communication)
• Coordinate carrier finalist presentations
• Conduct and/or peer review employee presentations
• Create and review benefit summaries for accuracy
• Peer review contract, booklet and collective agreement differences and identify risk exposure
• Resolve and address escalated client issues & inquires with the employee, employer and/or carrier
• Process amendments and employee presentations/communications
• Create and update Benefits at a Glance, and other internal and external reference materials
• Identify areas related to your clients by understanding and remaining current with carrier communication, changes to legislation, and CLHIA guidelines
• Client meetings, virtual and in person, along with employee presentations will be necessary
• Assist on specific projects, initiatives, and research
• Provide and coordinate support for consultant as requested and in accordance with procedures and service agreements
• Monitor email, voicemail, spreadsheets, and maintain filing within our CRM system as per guidelines

What you will bring:

• 3 years experience in a similar role
• You’re a self-motivated, service-oriented individual with a passion for the pension and retirement industry
• You have knowledge of group pension and retirement programs
• You have an advanced working knowledge of Microsoft Office, including Excel, Word, PowerPoint
• CEBS designation – nice to have but not a need to have

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 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, or sexual orientation.

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