Cavell Risk

Strategic risk consulting and insurance brokerage

Associate – Client Experience

Insurance Sales & AgencyConfirmed live in the last 24 hours

Full-timeToronto, ON, CanadaCA$50k - CA$70k /yr

About the Job

Requirements

A bachelor's degree in Business, Finance, or a related field.
Possession of a Registered Insurance Brokers of Ontario (RIBO) licence or willingness to obtain one.
A demonstrated customer-focused mindset with a proven track record of delivering customer service.
Experience in an administrative role is advantageous.
Resourcefulness, time management, and communication skills.
Active listening skills and the ability to ask insightful questions.
Ability to ask appropriate questions and suggest suitable courses of action.
Curiosity and commitment to continuous learning.
Ability to embody the company's values of respect, reliability, and engagement.
Ability to work on a computer for extended periods.
Ability to concentrate for long periods while maintaining attention to detail and accuracy, and to adhere to deadlines.

Responsibilities

Support the Manager, Client Experience with day-to-day administrative tasks, including preparing and sending submissions and client presentations.
Build professional relationships with clients, underwriters, and other industry professionals.
Prepare and send invoices promptly, follow up on outstanding payments, and fulfill 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 follow abeyance procedures for accounts receivable, renewal documents, and endorsement documentation.
Use knowledge of available products and lines of business to provide advice and recommendations to clients.
Complete required forms and documentation accurately.
Understand and apply legislative and regulatory frameworks.
Perform other assigned duties as required.

Salary Range: 50000 to 70000 (Currency: CAD) (Pay period: per-year-salary)

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

Work on-site in our downtown Toronto office five days a week
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.

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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