Associate, Client Experience

Found in: Jooble CA O C2 - 7 days ago

Toronto ON, Canada Cavellrisk Full time

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
  • Serve as the primary point of contact for clients and markets offering assistance, as needed;
  • 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.
#J-18808-Ljbffr

  • Client Experience Associate

    Found in: Jooble CA O C2 - 1 week ago

    Toronto, ON, Canada Munich Re Full time

    Company HSB Canada Location Toronto, Canada Driven by technology and fuelled by innovation, HSB is Canada’s premier specialty insurance and applied technology services provider. Offering 150 years of technical and service excellence, we are focusing on emerging trends and unlocking new opportunities for clients. Today, we are accelerating,...

  • Client Experience Associate

    1 day ago

    Toronto, Canada HSB Canada Full time

    Client Experience Associate **Company** HSB Canada **Location** Toronto, Canada Driven by technology and fuelled by innovation, HSB is Canada’s premier specialty insurance and applied technology services provider. Offering 150 years of technical and service excellence, we are focusing on emerging trends and unlocking new opportunities for clients. Today,...

  • Associate, Client Experience

    6 days ago

    Old Toronto, Canada Cavellrisk Full time

    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...

  • Associate, Client Experience

    7 days ago

    Old Toronto, Canada Cavellrisk Full time

    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...

  • Associate, Client Experience

    2 weeks ago

    Old Toronto, Canada Cavellrisk Full time

    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...

  • Director, Client Experience

    Found in: Jooble CA O C2 - 1 week ago

    Toronto, ON, Canada Cavellrisk Full time

    The Director, Client Experience is responsible for developing and maintaining strong relationships with clients by providing exceptional service and personalized solutions that meet their unique business needs. The Director is responsible for identifying new business opportunities, managing client accounts, and working collaboratively with other team...

  • Manager, Client Experience

    Found in: Jooble CA O C2 - 1 week ago

    Toronto, ON, Canada Cavellrisk Full time

    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. Duties and Responsibilities Manages and...

  • Client Services Associate

    Found in: Jooble CA O C2 - 2 days ago

    Toronto, ON, Canada Hunter Mercantile Full time

    Client Services Associate – Wealth Management The Client: A well-established wealth management firm seeks a professional Client Service Associate for their growing wealth management team. In this pivotal role, you will be responsible for supporting the senior portfolio manager and financial planner in both a client liaison and administrative support...

  • Associate Service Director, Client Experience

    7 days ago

    Toronto, Canada CIBC Mellon Full time

    **Company Information**: CIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee...

  • Client Services Associate

    Found in: Adzuna CA C2 - 18 hours ago

    Toronto, ON, C6A, Ontario, Canada Hunter Mercantile Full time

    Client Services Associate – Wealth ManagementThe Client: A well-established wealth management firm seeks a professional Client Service Associate for their growing wealth management team. In this pivotal role, you will be responsible for supporting the senior portfolio manager and financial planner in both a client liaison and administrative support...

  • Customer Experience Associate

    Found in: Jooble CA O C2 - 1 week ago

    Toronto, ON, Canada Northbridge Financial Corporation Full time

    Customer Experience Associate page is loaded Customer Experience Associate Apply locations Toronto, ON time type Full time posted on Posted 12 Days Ago job requisition id R3226 What it's like to be a Northbridge Customer Experience Associate As our Customer Experience Associate, you’ll play a critical role in the evolution of our Voice of the Customer...

  • Director, Client Experience

    7 days ago

    Old Toronto, Canada Cavellrisk Full time

    The Director, Client Experience is responsible for developing and maintaining strong relationships with clients by providing exceptional service and personalized solutions that meet their unique business needs. The Director is responsible for identifying new business opportunities, managing client accounts, and working collaboratively with other team members...

  • Director, Client Experience

    6 days ago

    Old Toronto, Canada Cavellrisk Full time

    The Director, Client Experience is responsible for developing and maintaining strong relationships with clients by providing exceptional service and personalized solutions that meet their unique business needs. The Director is responsible for identifying new business opportunities, managing client accounts, and working collaboratively with other team members...

  • Director, Client Experience

    2 weeks ago

    Old Toronto, Canada Cavellrisk Full time

    The Director, Client Experience is responsible for developing and maintaining strong relationships with clients by providing exceptional service and personalized solutions that meet their unique business needs. The Director is responsible for identifying new business opportunities, managing client accounts, and working collaboratively with other team members...

  • Associate Director/ Client Services

    Found in: Jooble CA O C2 - 4 days ago

    Toronto, ON, Canada Cardinal Path Full time

    Merkle | Cardinal Path empowers brands to harness their data and activate against it in pursuit of their business goals. Our passionate experts act as an extension of our clients’ teams, leveraging their deep knowledge to help brands maximize media and technology on the path toward digital transformation. Job Description The purpose of this role is to...

  • Private Client Associate

    Found in: Jooble CA O C2 - 16 hours ago

    Toronto, ON, Canada Royal Bank Of Canada Full time

    Job Summary Job Description What is the opportunity? RBC PH&N Investment Counsel (“RBC PH&N IC”) is one of Canada’s leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with discretionary investment management and privileged...

  • Client Services Associate

    3 days ago

    Toronto, Canada Hunter Mercantile Full time

    Client Services Associate – Wealth Management The Client: A well-established wealth management firm seeks a professional Client Service Associate for their growing wealth management team. In this pivotal role, you will be responsible for supporting the senior portfolio manager and financial planner in both a client liaison and administrative support...

  • Client Services Associate

    3 days ago

    Toronto, Canada Hunter Mercantile Full time

    Client Services Associate – Wealth Management The Client: A well-established wealth management firm seeks a professional Client Service Associate for their growing wealth management team. In this pivotal role, you will be responsible for supporting the senior portfolio manager and financial planner in both a client liaison and administrative support...

  • Client Services Associate

    3 days ago

    Toronto, Canada Hunter Mercantile Full time

    Client Services Associate – Wealth Management The Client: A well-established wealth management firm seeks a professional Client Service Associate for their growing wealth management team. In this pivotal role, you will be responsible for supporting the senior portfolio manager and financial planner in both a client liaison and administrative support...

  • Client Services Associate

    6 days ago

    Toronto, Canada The Mason Group Inc Full time

    Client Services AssociateEmployment TypePermanentLocationToronto, OntarioApply SHARE THIS JOB           Job Description:Join a leading Investment Manager that places quality at the forefront of their operations. Our client is seeking a Client Services Associate to join an impactful team in an interactive,...