Associate Client Executive Team Lead
4 weeks ago
Job type : Full-time, permanent
Location : Remote, or from our Calgary, Toronto, or Vancouver offices, as preferred
Reports to : Director of Operations
- 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
- Reviewing dashboards monthly to ensure:
- All policies have been renewed across the ACE / CSR team
- All invoicing has been billed prior to month end close
- All won opportunities have been updated and closed
- Ensuring the ACE / CSR team’s adoption of new or revised processes or systems
- Assisting with new workflow testing to provide feedback to Director of Operations or the project manager
- Providing process training to new employees
- Providing recommendations to the Director of Operations for workflow efficiency, gaps, and system capabilities
- Reviewing and maintaining expiration lists weekly and updating Renewals Manager in Epic
- Determining renewal strategy plans with Client Executives and broking teams
- Preparing pre-renewal schedules and communication to clients
- 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
- Compiling and preparing presentations and reports
- Preparing bonds, cover notes, policies, client service agreements or engagement letters, and client correspondence
- Preparing motor vehicle liability insurance slips and certificates of insurance
- Attending client meetings and presentations
- Interacting directly with clients and insurers to answer questions, resolve problems, and make required changes to policy coverage
- Reviewing documentation from insurers for deficiencies and working directly with insurers to implement changes
- Entering client information and agency / direct-bill invoices in Epic
- 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
- Answering internal queries and responding to audits in a timely manner
- Following policies and procedures, including compliance, privacy, and client security procedures
- Other duties, as required
Requirements Personal :
- Entrepreneurial, self-motivated, organized, and customer-focused
- Approachable leadership style that allows team members to take ownership of their responsibilities
- Excellent interpersonal, communication, and negotiation skills
- Professional, friendly, and respectful in all interactions with customers, company partners, and colleagues
- High level of integrity and dependability with a strong sense of urgency and results-orientation
- Dedication to maintaining a positive attitude while seeking outcomes that benefit our clients
- Ability to listen, create buy-in, and effectively communicate initiatives to the organization
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
- Ability to develop and maintain knowledge of insurance company products and their underwriting rules
- Superior written and verbal communication skills
- Microsoft Office suite (Outlook, Word, Excel, PowerPoint) skills are required
- Knowledge of Applied Epic broker management system is an advantage
- Competitive salary and benefits package
- Group RRSP contributions
- Flexible hours with flexible personal and vacation time (minimum of 20 days per annum)
- A career path focused on progression, learning, and engagement
- A company and leadership team that believes in the importance of relationships, work-life balance, integrity, and diversity
Does this sound like a good fit for you? Are you ready to make a change and offer insurance that puts clients first? Send your resume and cover letter to hr@equaspecialty.com today We know that diversity and inclusion create strength - we’re proud to be an equal opportunity employer. We aim to create a culture of inclusivity and consider all employment applicants. If you need assistance or an accommodation due to a disability, please contact us at hr@equaspecialty.com . #J-18808-Ljbffr
-
Associate Client Executive Team Lead
3 weeks ago
Old Toronto, Canada EQUA Specialty Risk Partners Corporation Full timeJob 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
4 weeks ago
Old Toronto, Canada EQUA Specialty Risk Partners Corporation Full timeJob 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
4 weeks ago
Old Toronto, Canada EQUA Specialty Risk Partners Corporation Full timeJob 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
18 hours ago
Old Toronto, Canada EQUA Specialty Risk Partners Corporation Full timeJob 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
5 days ago
Toronto, Canada TEAM DFF Full timeCoordinator/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...
-
Team Lead/ Client Experience
2 weeks ago
Toronto, ON, Canada Sephora Full timeJob ID: 246134 Store Name/Number: NS-Dartmouth Crossing (1626) Address: 77 Hector Gate, Dartmouth, NS B3B 0B8, Canada (CA) Full Time/Part Time: Full Time Position Type: Regular You’ll love working here… The Team Lead, Client Experience will be assigned to oversee all sales floor departments within a specific Sephora location. This can include...
-
Team Lead, Client Experience
4 weeks ago
Toronto, ON, Canada SEPHORA CANADA Full timePoste Team Lead, Client Experience Profil You'll love working here... The Team Lead, Client Experience will be assigned to oversee all sales floor departments within a specific Sephora location. This can include Beauty, Skincare, Fragrance & Haircare or a combination of these areas. An Assistant Manager, Client Experience is responsible for ensuring...
-
Warehouse Team Lead
7 days ago
Toronto, ON, Canada Remco Full timeGrow your career with Remco!! A leader in the warehousing & distribution industry as a Warehouse Team Lead , where you will be setting the pace for the day & successfully leading the team in achieving KPIs as well as ensuring that Standard Operating Procedures (SOP) are followed. This is an excellent opportunity to be in a leadership role where you will...
-
Team Lead, Client Experience
4 weeks ago
Toronto, ON, Canada SEPHORA Full timeJob ID: 241740 Store Name/Number: ON-Yorkdale (0502) Address: 3401 Dufferin Street, Space # CRU 233, Toronto, ON M6A 3A1, Canada (CA) Full Time/Part Time: Full Time Position Type: Regular You'll love working here... The Team Lead, Client Experience will be assigned to oversee all sales floor departments within a specific Sephora location. This...
-
Team Lead, Client Services
4 weeks ago
Toronto, ON, Canada SEPHORA CANADA Full timePoste Team Lead, Client Services & Experience Profil You'll love working here... As a Team Lead, Client Services & Experience, you will be assigned oversight of all Worlds on-stage and for overseeing service, classes and event execution within a specific Sephora location. Worlds at a Sephora store include Color, Skincare, Sephora Collection or...
-
Warehouse Manager/Logistics Team Lead
7 days ago
Toronto, ON, Canada Remco Full timeA leader in the warehousing & distribution industry as a Warehouse Team Lead , where you will be setting the pace for the day & successfully leading the team in achieving KPIs as well as ensuring that Standard Operating Procedures (SOP) are followed. This is an excellent opportunity to be in a leadership role where you will be the ‘go to’ person for...
-
Associate Account Coordinator
1 week ago
Toronto, ON, Canada Team Hired Full timeAssociate Account Coordinator**Company: Real Qualified | Real Estate Space**Location:* Within a 30-mile radius of Toronto, Canada*Position:* Junior Account Executive (Sales Development Representative for Real Estate Agents in North America, based in Toronto)*Job Description:*At Real Qualified | Real Estate Space, we are seeking a Junior Account Executive to...
-
Team Lead, Client Services
4 weeks ago
Toronto, ON, Canada SEPHORA Full timeJob ID: 244420 Store Name/Number: ON-Shops at Don Mills (1612) Address: 15 Karl Fraser Road, Toronto, ON M3C 3R6, Canada (CA) Full Time/Part Time: Full Time Position Type: Regular You'll love working here... As a Team Lead, Client Services & Experience, you will be assigned oversight of all Worlds on-stage and for overseeing service, classes and...
-
Sales Development Executive
1 week ago
Toronto, ON, Canada Blue Shock Executive Search Full timeAbout Us: Blue Shock Executive Search, established in 2003, is a renowned executive search firm excelling in recruiting top-tier candidates across restaurant, hospitality, and food service-related sectors. Continuing to gain acclaim, they have curated a remarkable collection of distinctive venues, including renowned event spaces. Job Title: Director of...
-
Team Lead, Client Experience
5 days ago
Toronto, Canada Sephora Full time**Job ID**: 226864 **Store Name/Number**: ON-Dufferin Mall (1522) **Address**: 900 Dufferin Street #0210, Toronto, ON M6H 4A9, Canada (CA) **Full Time/Part Time**: Full Time **Position Type**: Regular **You’ll love working here** The Team Lead, Client Experience will be assigned to oversee all sales floor departments within a specific Sephora...
-
Team Lead, Client Experience
1 week ago
Toronto, Canada Sephora Full time**Job ID**: 241740 **Store Name/Number**: ON-Yorkdale (0502) **Address**: 3401 Dufferin Street, Space # CRU 233, Toronto, ON M6A 3A1, Canada (CA) **Full Time/Part Time**: Full Time **Position Type**: Regular **You’ll love working here** The Team Lead, Client Experience will be assigned to oversee all sales floor departments within a specific Sephora...
-
Team Lead, Client Experience
4 weeks ago
Toronto, Canada Sephora Full time**Job ID**: 217974 **Store Name/Number**: ON-Yorkdale (0502) **Address**: 3401 Dufferin Street, Space # CRU 233, Toronto, ON M6A 3A1, Canada (CA) **Full Time/Part Time**: Full Time **Position Type**: Regular **You’ll love working here** The Team Lead, Client Experience will be assigned to oversee all sales floor departments within a specific Sephora...
-
Team Lead, Client Experience
1 week ago
Toronto, Canada Sephora Full time**Job ID**: 219168 **Store Name/Number**: ON-Yorkdale (0502) **Address**: 3401 Dufferin Street, Space # CRU 233, Toronto, ON M6A 3A1, Canada (CA) **Full Time/Part Time**: Full Time **Position Type**: Regular **You’ll love working here** The Team Lead, Client Experience will be assigned to oversee all sales floor departments within a specific Sephora...
-
Team Lead, Client Experience
4 weeks ago
Toronto, Canada Sephora Full time**Job ID**: 246778 **Store Name/Number**: ON-Fairview Toronto (0524) **Address**: 1800 Sheppard Avenue East, Toronto, ON M2J 5A7, Canada (CA) **Full Time/Part Time**: Full Time **Position Type**: Regular **You’ll love working here** The Team Lead, Client Experience will be assigned to oversee all sales floor departments within a specific Sephora...
-
Team Lead, Client Experience
4 weeks ago
Old Toronto, Canada SEPHORA CANADA Full timePoste Team Lead, Client Experience Profil You'll love working here... The Team Lead, Client Experience will be assigned to oversee all sales floor departments within a specific Sephora location. This can include Beauty, Skincare, Fragrance & Haircare or a combination of these areas. An Assistant Manager, Client Experience is responsible for ensuring...