Cavell Risk

Strategic risk consulting and insurance brokerage

Manager, Client Experience

Insurance Sales & AgencyConfirmed live in the last 24 hours

Full-timeToronto, ON, CanadaNo salary listed

About the Job

Requirements

A bachelor's degree in Business Management, Accounting, or a related field is required.
A RIBO licence is required.
At least three years of broking experience is required.
The candidate must have completed or be actively pursuing the CIP designation.
A sales-oriented mindset is required.
The candidate must be able to work collaboratively in a team environment.
Strong interpersonal skills to influence others without authority are required.
Demonstrated ethical decision-making abilities are required.
The candidate must be effective at building and maintaining relationships.
Proficiency in conflict resolution and management is required.
The candidate must meet regulatory continuing-education requirements and keep all licences in good standing and renewed to transact business.
The candidate must be able to work on a computer for long periods, concentrate for extended periods with attention to detail and accuracy, and meet deadlines.

Responsibilities

Serve as the primary point of contact for clients and markets, providing assistance as needed.
Manage and cultivate strong relationships between markets and clients, and ensure submissions are complete, accurate, and professionally presented.
Respond to client needs, answer calls and return messages before the end of each business day, and respond to emails by the next business day.
Ensure client and market data requests are completed on time.
Prepare quotes and proposals, and work with policies involving higher limits, more exposures, and customization with minimal supervision.
Execute market strategy, negotiate insurance terms, solicit options, and suggest alternative structures.
Support and assist in the advancement of the Associate, Client Experience.
Organize and maintain a calendar of renewals and expiries.
Oversee billings and payment collections to ensure receipt by deadlines.
Complete additional sales, negotiation, or prospecting skills training to improve job performance.
Follow regulatory affairs, competitive markets, and legal frameworks to ensure the company complies with regulations and laws.
Mitigate or control potential risks to protect the company.
Connect and network with key contacts at industry functions.
Work normal business hours, with occasional evening or outside-normal-hours work as required.

The Manager, Client Experience is responsible for overseeing the delivery of high-quality insurance brokerage services to clients. They serve as the a critical point of contact for clients, managing relationships and ensuring customer satisfaction, while also supporting the sales and marketing efforts of the firm. Possession of RIBO licence is a requirement.

Duties and Responsibilities

Serve as the primary point of contact for clients and markets offering assistance, as needed;
Manages and cultivates strong relationships between markets and clients, ensures submissions are complete, accurate, and presented professionally;
Highly responsive to client needs, including answering calls and returning messages before the end of each business day, and responding to emails within the next business day;
Ensures all data requests from clients and markets are met on time;
Prepares quotes and proposals, works with policies with higher limits, number of exposures and customization with minimal supervision;
Executes the market strategy, negotiates insurance terms, solicits options, and suggests alternative structures;
Supports and assists in the advancement of the Associate, Client Experience;
Organizes and maintains a calendar of renewals, expiries,
Oversees billings and payment collections to ensure they are received by the deadlines;
Completes additional sales, negotiation, or prospecting skills training to improve on the job performance;
Follows regulatory affairs, competitive market, and legal frameworks to ensure the company operates in compliance with regulations and laws;
Meets or exceeds regulatory requirements for continuing education, and ensures all licenses are in good standing, and successfully renewed in order to transact business;
Mitigates or controls potential risks effectively, protecting the company from harm; and
Other duties as assigned.

Minimum Requirements

Bachelor’s Degree in Business Management, Accounting or a related field;
Possession of RIBO licence;
Minimum Three (3) years’ of broking experience;
Completed or actively pursuing the CIP designation;
Sales-oriented mindset;
Ability to work collaboratively in a team environment;
Strong interpersonal skills to influence others without authority;
Demonstrated ethical decision-making abilities;
Effective at building and maintaining relationships; and
Proficient conflict resolution and management abilities.

Key Relationships

Internal: Executive, Collleagues, Support Staff
External: Clients, Insurance Companies, Underwriters, Claims, Engineers & Consultants

Working Conditions

Work on-site in our downtown Toronto office five days a week
Connect and network with key contacts at industry functions;
Work normal business hours but may be required to do some work in the evenings or outside normal working hours;
Able to work on a computer for long periods of time;
Required to work in a busy, open area office;
Required to spend long hours concentrating which will require attention to detail and high levels of accuracy; and
Required to meet a number of deadlines.

About the Company

Cavell Risk

Strategic risk consulting and insurance brokerage

Cavell Risk is a strategic consultancy and insurance broker serving Canadian organizations, executives, and families. It helps clients understand and manage risk by offering thoughtful, customized advice and targeted insurance solutions. The company diagnostics rely on engagement, technology, diligence, and programmatic reviews to identify clients’ exact risk-transfer needs before proposing strategies, structures, and products. This approach helps clients efficiently transfer risk and navigate changing insurance markets. Cavell Risk differentiates itself through a client-first service model rooted in deep insurance and capital markets experience, with emphasis on tailoring guidance and services to each client’s situation. The goal is to be the trusted first call and partner of choice for risk and insurance discussions in the Canadian business community.

Company size: Not listed
Company stage: Not listed
Total funding: Not listed
Headquarters: Not listed
Founded: Not listed

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