Associate, Client Experience

Posted 7 Days Ago
Be an Early Applicant
Toronto, ON
Entry level
Insurance • Real Estate
The Role
The Associate, Client Experience supports efficient operations by managing documentation, customer inquiries, and assisting with administrative duties, ensuring excellent service.
Summary Generated by Built In

The Associate, Client Experience is responsible for supporting the Manager, Client Experience in various tasks to ensure efficient operations and excellent customer service. Their responsibilities include processing and maintaining accurate and timely policy documentation, managing data integrity, and handling customer inquiries. They also assist in administrative duties and maintain client records to support the Manager in providing exceptional services to clients.

Duties and Responsibilities

  • Aid the Manager, Client Experience in day-to-day administrative tasks, such as preparing and sending submissions and client presentations;
  • Fosters strong professional relationships with clients, underwriters, and other industry professionals;
  • Timely preparation and sending of invoices, following up on outstanding payments, and fulfilling requests for certificates of insurance by the end of each business day;
  • Organize and maintain client files including submission information, policy documents, endorsements and critical correspondence;
  • Maintain claim logs, and adhere to abeyance procedures for accounts receivables, renewal documents and endorsement documentation;
  • Leverage knowledge of available products and lines of business to provide advice and recommendations to clients;
  • Complete necessary forms and documentation accurately;
  • Understand and apply legislative and regulatory frameworks; and
  • Perform other assigned duties as required.

Minimum Requirements

  • Bachelor’s Degree in Business, Finance, or a related field;
  • Possession of RIBO licence or willingness to obtain one;
  • Demonstrated customer-focused mindset with a proven track record of delivering exceptional customer service experience;
  • Experience in an administrative role is advantageous;
  • Resourcefulness, exceptional time management and strong communication skills;
  • Active listening skills and the ability to ask insightful questions;
  • Proficiency in asking the right questions and suggesting appropriate courses of action;
  • Strong curiosity and commitment to continuous learning; and
  • Ability to embody the company’s values of respect, reliability, and engagement.

Key Relationships

  • Internal: Executives, Colleagues, Support Staff
  • External:Clients, Insurance Companies, Underwriters, Claims, Engineers & Consultants

Working Conditions

  • Regular business hours but occasional work in the evenings or outside normal working hours may be required;
  • Ability to work on a computer for extended periods;
  • Work in a busy, open area office
  • Concentration for long hours requiring attention to detail and a high level of accuracy; and
  • Adherence to deadlines.

Top Skills

Insurance Software
Microsoft Office Suite
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
Toronto, , Ontario
17 Employees
On-site Workplace
Year Founded: 2022

What We Do

Cavell Risk, Inc. is a strategic consultancy and insurance broker whose mission is to be the first call and the trusted partner of choice for risk and insurance-related discussions in the Canadian business community, serving the needs of organizations and institutions, their executives, and their families.

Cavell was founded by experts with decades of experience in both insurance and capital markets, who are dedicated to a client-centric, client-first model of service. We lead with thoughtful advice to drive a customized experience to address the specific needs of our clients. We use engagement, technology, diligence, and programmatic review to diagnose before we prescribe to ensure the best strategies, structures, and products are delivered to help our clients, efficiently transfer risk, and navigate the prevailing insurance market challenges.

Similar Jobs

CrowdStrike Logo CrowdStrike

Community Program Manager (Remote, CAN)

Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Remote
Hybrid
6 Locations
10000 Employees
115K-170K Annually

Qualtrics Logo Qualtrics

Senior Analyst, Technical Success Manager

Artificial Intelligence • Information Technology • Natural Language Processing • Software • Business Intelligence • Generative AI
Toronto, ON, CAN
5000 Employees

PagerDuty Logo PagerDuty

Technical Support Engineer II

Artificial Intelligence • Cloud • Information Technology • Machine Learning • Software • Big Data Analytics • Automation
Easy Apply
Hybrid
Toronto, ON, CAN
1200 Employees

Pfizer Logo Pfizer

Field Medical Affairs Scientist, level I or II - Primary Care / Scientifique, Affaires médicales régionales - niveau I ou II - Soins primaires, Ontario

Artificial Intelligence • Healthtech • Machine Learning • Natural Language Processing • Biotech • Pharmaceutical
Remote
Hybrid
2 Locations
121990 Employees

Similar Companies Hiring

EliseAI Thumbnail
Real Estate • Natural Language Processing • Machine Learning • Healthtech • Artificial Intelligence
New York, NY
165 Employees
Findigs, Inc. Thumbnail
Software • Real Estate • PropTech • Fintech
New York, NY
56 Employees
MassMutual India Thumbnail
Insurance • Information Technology • Fintech • Financial Services • Big Data
Hyderabad, Telangana

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account