Associate, Client Experience

4 days ago

Toronto, Canada Cavell Risk, Inc. Full time

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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