Associate, Client Experience

5 days ago

Toronto, Ontario, Canada Cavell Risk Full time $50,000 - $70,000 per year

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.

$50,000 - $70,000 a year

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.

  • Associate, Client Experience

    7 days ago

    Toronto, Ontario, Canada Cavell Risk Full time $50,000 - $70,000 per year

    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...

  • Client Experience Associate

    2 weeks ago

    Toronto, Ontario, Canada Wellington-Altus Full time $90,000 - $120,000 per year

    Location:This position will be based out of our Toronto office.Who We Are:Gallant MacDonaldoperates as an Outsourced-Chief Investment Officer ("OCIO") for a limited number of families and institutions who have made exceptional contributions to society through business, public service, and philanthropy. The group provides thoughtful counsel on estate...

  • Director, Client Experience

    5 days ago

    Toronto, Ontario, Canada Cavell Risk Full time $80,000 - $120,000 per year

    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

    Toronto, Ontario, Canada Cavell Risk Full time $120,000 - $200,000 per year

    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...

  • Client Support Associate

    2 hours ago

    Toronto, Ontario, Canada Sublime Management Full time $40,000 - $70,000 per year

    We are seeking a Client Support Associate who is committed to delivering outstanding customer service and building long-lasting relationships with our clients. As a Client Support Associate, you will be an integral part of our team, providing face-to-face customer service support and ensuring that each client receives the highest level of care and...

  • Client Experience Specialist/Associate

    2 weeks ago

    Toronto, Ontario, Canada Beautifi Full time $50,000 - $60,000 per year

    About the JobWe are seeking someone who can join our Client Experience (CX) team at a fast-paced and quickly growing Financial Technology start-up. Their primary responsibility is to ensure that every applicant has an unparalleled customer journey from start to finish. This person is very organized, timely, and possesses exceptional attention to detail. The...

  • Manager, Client Experience

    5 days ago

    Toronto, Ontario, Canada Cavell Risk Full time $80,000 - $120,000 per year

    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. Possession of RIBO licence is a...

  • Manager, Client Experience

    4 days ago

    Toronto, Ontario, Canada Cavell Risk Full time $80,000 - $120,000 per year

    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. Possession of RIBO licence is a...

  • Private Client Associate

    7 days ago

    Toronto, Ontario, Canada Prime Quadrant Full time $60,000 - $80,000 per year

    The OpportunityWe are seeking a driven person to join our growing team as a Private Client Associate. In this role, the successful candidate will provide a wide range of supporting functions to a Senior Consultant and Associate Consultant across client service, administration, and investment introductions.The responsibilities will also include participation...

  • Client Associate

    7 hours ago

    Toronto, Ontario, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...