Associate Client Executive Team Lead

3 weeks ago

Toronto ON, Canada EQUA Specialty Risk Partners Corporation Full time

Full-time, permanent
Location : Remote, or from our Calgary, Toronto, or Vancouver offices, as preferred
We're seeking an Associate Client Executive Team Lead to join our quickly growing and passionate team.
With flexible hours, you'll work across all Canadian time zones to provide full client and broking support to Client Executives and broking teams.
Providing guidance and support to Associated Client Executives (ACE) and Client Service Representatives (CSR) relating to insurance knowledge and processing questions
Managing shared inboxes to assign requests to the ACE on the account
Managing workload capacity for ACE / CSR team during peak periods or team absences
All policies have been renewed across the ACE / CSR team
Assisting with new workflow testing to provide feedback to Director of Operations or the project manager
Providing process training to new employees
Associate Client Executive duties:
Determining renewal strategy plans with Client Executives and broking teams
Working closely with Client Executives and broking teams to prepare market submissions for new and existing accounts
Following up with insurers for quotes and preparing summaries of terms for review with Client Executives
Preparing proposals to present terms to clients, obtaining orders from clients or Client Executives, and binding coverage with insurers
Conducting wording and account reviews, preparing comparisons, and providing recommendations for cross-selling opportunities
Preparing bonds, cover notes, policies, client service agreements or engagement letters, and client correspondence
Interacting directly with clients and insurers to answer questions, resolve problems, and make required changes to policy coverage
Filing client documentation in Epic or in a shared Microsoft Office drive
Creating and following up on abeyances in a timely manner for outstanding items from clients, insurers, client executives, and broking teams
Monitoring and following up on outstanding account receivables
Following policies and procedures, including compliance, privacy, and client security procedures
Technical :
A minimum of five years' experience as an Associate Client Executive within the commercial insurance industry
Provincial license in good standing required (additional out-of-province licenses will be required upon notification)
RIBO license is an advantage
Microsoft Office suite (Outlook, Word, Excel, PowerPoint) skills are required
Knowledge of Applied Epic broker management system is an advantage  
Flexible hours with flexible personal and vacation time (minimum of 20 days per annum)
A company and leadership team that believes in the importance of relationships, work-life balance, integrity, and diversity
We know that diversity and inclusion create strength - we’re proud to be an equal opportunity employer. If you need assistance or an accommodation due to a disability, please contact us at hr@equaspecialty.

  • Associate Client Executive Team Lead

    2 months ago

    Toronto, ON, Canada EQUA Specialty Risk Partners Corporation Full time

    Job type : Full-time, permanent Location : Remote, or from our Calgary, Toronto, or Vancouver offices, as preferred Reports to : Director of Operations At EQUA, we're on a mission to put relationships first. A group of experienced insurance professionals who specialize in complex Canadian industries, we love working together to deliver results...

  • Associate Client Executive Team Lead

    2 months ago

    Old Toronto, Canada EQUA Specialty Risk Partners Corporation Full time

    Job type: Full-time, permanentLocation: Remote, or from our Calgary, Toronto, or Vancouver offices, as preferredReports to: Director of OperationsAt EQUA, we're on a mission to put relationships first. A group of experienced insurance professionals who specialize in complex Canadian industries, we love working together to deliver results for our clients....

  • Associate Client Executive Team Lead

    2 months ago

    Old Toronto, Canada EQUA Specialty Risk Partners Corporation Full time

    Job type: Full-time, permanentLocation: Remote, or from our Calgary, Toronto, or Vancouver offices, as preferredReports to: Director of OperationsAt EQUA, we're on a mission to put relationships first. A group of experienced insurance professionals who specialize in complex Canadian industries, we love working together to deliver results for our clients....

  • Associate Client Executive Team Lead

    2 months ago

    Old Toronto, Canada EQUA Specialty Risk Partners Corporation Full time

    Job type: Full-time, permanentLocation: Remote, or from our Calgary, Toronto, or Vancouver offices, as preferredReports to: Director of OperationsAt EQUA, we're on a mission to put relationships first. A group of experienced insurance professionals who specialize in complex Canadian industries, we love working together to deliver results for our clients....

  • Associate Client Executive Team Lead

    1 week ago

    Old Toronto, Canada EQUA Specialty Risk Partners Corporation Full time

    Job type: Full-time, permanentLocation: Remote, or from our Calgary, Toronto, or Vancouver offices, as preferredReports to: Director of OperationsAt EQUA, we're on a mission to put relationships first. A group of experienced insurance professionals who specialize in complex Canadian industries, we love working together to deliver results for our clients....

  • Associate Client Executive Team Lead

    1 week ago

    Old Toronto, Canada EQUA Specialty Risk Partners Corporation Full time

    Job type: Full-time, permanentLocation: Remote, or from our Calgary, Toronto, or Vancouver offices, as preferredReports to: Director of OperationsAt EQUA, we're on a mission to put relationships first. A group of experienced insurance professionals who specialize in complex Canadian industries, we love working together to deliver results for our clients....

  • Coordinator/team Lead

    6 days ago

    Toronto, Canada TEAM DFF Full time

    Coordinator/Team Lead Role and Responsibilities The Coordinator/Team Lead is responsible for the daily operations of the home. Leading a small team of personal support workers supporting a young man in his own home. You are responsible for attending to hiring, training, supervising and leading a team of dedicated associates and staffing supports. The...

  • Associate Client Executive

    22 hours ago

    Toronto, Canada Marsh Full time

    Every day, marine and transport companies deliver what the world depends on—over 90% of the world’s trade is carried by sea—and every day these companies confront a new world of risk domestically and internationally. While facing the pressures of a constantly changing economy, including increased supply chain disruptions, marine and transport...

  • Client Services Team Lead

    2 weeks ago

    Toronto, Canada proSapient Full time

    Everyday, somewhere in the world, important decisions are made. Whether it is a private equity company deciding to invest millions into a business or a large corporation implementing a new strategic direction, these decisions impact employees, customers, and other stakeholders. Consulting and private equity firms come to proSapient when they need to...

  • Associate Client Executive

    3 weeks ago

    Toronto, Canada Marsh McLennan Companies Full time

    Description: Marsh is a global leader in insurance broking and risk management. In more than countries, our experts in every facet of risk and across industries help clients to anticipate, quantify, and more fully understand the range of risks they face. In today’s increasingly uncertain global business environment, Marsh helps clients to thrive and...

  • Associate Client Executive

    1 week ago

    Toronto, Canada Marsh McLennan Companies Full time

    Description: Marsh is a global leader in insurance broking and risk management. In more than countries, our experts in every facet of risk and across industries help clients to anticipate, quantify, and more fully understand the range of risks they face. In today’s increasingly uncertain global business environment, Marsh helps clients to thrive and...

  • Client Services Team Lead

    2 weeks ago

    Toronto, Canada proSapient Full time

    Everyday, somewhere in the world, important decisions are made. Whether it is a private equity company deciding to invest millions into a business or a large corporation implementing a new strategic direction, these decisions impact employees, customers, and other stakeholders. Consulting and private equity firms come to proSapient when they need to...

  • Associate Client Executive – Construction

    1 week ago

    Toronto, Ontario, Canada Marsh Full time

    Marsh is seeking candidates for the following position based in the ­­­­­­­­­­­­­­­­­­­Toronto office:Associate Client Executive – Construction & Design Industry PracticeWhat can you expect?You will be joining a dynamic national team consisting of insurance and surety professionals. In Toronto, there is a team of 40 people including...

  • Associate Client Executive – Construction

    3 weeks ago

    Toronto, Ontario, Canada Marsh Full time

    Marsh is seeking candidates for the following position based in the ­­­­­­­­­­­­­­­­­­­Toronto office:Associate Client Executive – Construction & Design Industry PracticeWhat can you expect?You will be joining a dynamic national team consisting of insurance and surety professionals. In Toronto, there is a team of 40 people including...

  • Associate Client Executive

    3 weeks ago

    Toronto, Canada Marsh Full time

    Marsh is a global leader in insurance broking and risk management. In more than 130 countries, our experts in every facet of risk and across industries help clients to anticipate, quantify, and more fully understand the range of risks they face. In today’s increasingly uncertain global business environment, Marsh helps clients to thrive and...

  • Associate Client Executive

    3 weeks ago

    Toronto, Ontario, Canada Marsh Full time

    Marsh is a global leader in insurance broking and risk management. In more than 130 countries, our experts in every facet of risk and across industries help clients to anticipate, quantify, and more fully understand the range of risks they face. In today's increasingly uncertain global business environment, Marsh helps clients to thrive and survive.Marsh is...

  • Associate Client Executive

    2 weeks ago

    Toronto, Canada Marsh Full time

    Marsh is a global leader in insurance broking and risk management. In more than 130 countries, our experts in every facet of risk and across industries help clients to anticipate, quantify, and more fully understand the range of risks they face. In today’s increasingly uncertain global business environment, Marsh helps clients to thrive and...

  • Associate Client Executive

    1 week ago

    Toronto, Ontario, Canada Marsh Full time

    Marsh is a global leader in insurance broking and risk management. In more than 130 countries, our experts in every facet of risk and across industries help clients to anticipate, quantify, and more fully understand the range of risks they face. In today's increasingly uncertain global business environment, Marsh helps clients to thrive and survive.Marsh is...

  • Team Lead, Client Services

    2 weeks ago

    Toronto, Canada Sephora Full time

    **Job ID**: 231895 **Store Name/Number**: ON-Bayview Village (0892) **Address**: 2901 Bayview Avenue, Toronto, ON M2K 1E6, Canada (CA) **Full Time/Part Time**: Full Time **Position Type**: Regular **You’ll love working here** As Team Lead, Client Services, you will be supporting all departments on the sales floor within a specific Sephora location....

  • Team Lead, Client Services

    2 weeks ago

    Toronto, Canada Sephora Full time

    **Job ID**: 232111 **Store Name/Number**: ON-Bayview Village (0892) **Address**: 2901 Bayview Avenue, Toronto, ON M2K 1E6, Canada (CA) **Full Time/Part Time**: Full Time **Position Type**: Regular **You’ll love working here** As Team Lead, Client Services, you will be supporting all departments on the sales floor within a specific Sephora location....