Associate, Client Experience
3 weeks ago
Join to apply for the Associate, Client Experience role at Cavell Risk, Inc. Base pay range CA$50,000.00/yr - CA$70,000.00/yr Duties and Responsibilities Aid the Manager, Client Experience in day-to-day administrative tasks, such as preparing and sending submissions and client presentations; Foster 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; 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; 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; Adherence to deadlines. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us. #J-18808-Ljbffr
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Associate, Client Experience
1 week ago
Toronto, Canada Cavell Risk Full timeThe 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...
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Associate, Client Experience
1 week ago
Toronto, Ontario, Canada Cavell Risk Full timeThe 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...
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Toronto, Ontario, Canada Blumont Annuity Full timeAssociate, PRT Onboarding and Client ExperienceToronto, ONBlumont Annuity Company, formerly known as Brookfield Annuity Company, is a life insurance company licensed in 2016. We are the only Canadian life insurer that is primarily focused on providing annuity solutions to defined benefit pension plans, associations and individuals across Canada. The company...
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Client Experience
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Toronto, Canada KX Health Inc. Full time**Who are we?** At KX Yorkville, we take pride in delivering an exceptional client experience that reflects the premium standard of care we’re known for. We are a health facility in Yorkville specializing in: - **The 12-Week Exercise & Lifestyle Program** - individualized coaching with measurable results through bi-weekly Metabolic Analyses. -...
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Client Experience Associate — Insurance Services
3 weeks ago
Toronto, Canada Cavell Risk, Inc. Full timeA leading risk management firm in Toronto is seeking an Associate, Client Experience who will support the Manager with administrative tasks, foster client relationships, and ensure timely invoicing. The ideal candidate will have a Bachelor’s Degree in Business or Finance, excellent communication skills, and a customer-focused mindset. This on-site role...
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Associate, Client Experience Group
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Associate, Client Experience Group
1 week ago
Toronto, Ontario, Canada RBC Full time*Job DescriptionWhat is the opportunity?*We are seeking a highly organized and detail-orientated capital markets onboarding Associate, responsible for the entire workflow, providing a professional, responsive, and accurate service to client and internal business partners.Leverage knowledge of the client onboarding policies and Capital Markets operations to...
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Associate, Client Experience Group
1 week ago
Toronto, Ontario, Canada RBC Full timeJob DescriptionWhat is the opportunity?We are seeking a highly organized and detail-orientated capital markets onboarding Associate, responsible for the entire workflow, providing a professional, responsive, and accurate service to client and internal business partners.Leverage knowledge of the client onboarding policies and Capital Markets operations to...
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Toronto, Canada RBC Full timeA prominent Canadian bank seeks a Private Banking Associate in Toronto. This role involves delivering exceptional client service by addressing requests via email and phone, identifying client needs, and supporting digital education. Candidates should have 2-3 years of banking experience and strong organizational skills. A focus on client satisfaction and the...
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Toronto, Canada RBC Full timeA prominent Canadian bank seeks a Private Banking Associate in Toronto. This role involves delivering exceptional client service by addressing requests via email and phone, identifying client needs, and supporting digital education. Candidates should have 2-3 years of banking experience and strong organizational skills. A focus on client satisfaction and the...
