lever
Associate, Client Experience
Cavellrisk
Toronto, CAN
Full-time
Entry
Onsite
CAD 50000-70000 yearly / year
Discovered 3 weeks ago
Free
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- 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.
- 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.
• Internal: Executives, Colleagues, Support Staff
- External: Clients, Insurance Companies, Underwriters, Claims, Engineers & Consultants
- 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;
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