lever
Director, Client Experience
Cavellrisk
Toronto, CAN
Full-time
Senior
Onsite
Discovered 3 weeks ago
Free
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- Leads, provides direction to, delegates, supports and evaluates the work of the Manager, Client Experience and the Associate, Client Experience;
- Oversees the client service experience, ensuring high-quality service is provided;
- Is accountable for service, retention, and client renewal and placement results, and provides accountability of the team through delegation, support, and intervention as required;
- Supports the development of sales strategies, identifies process improvements and ensures prompt resolution of client issues;
- Manages and maintains client relationships through regular cadence meetings, engagement, check-ins, and information delivery;
- Conducts due diligence, analysis, and provides recommendations while proactively anticipating needs;
- Provides training and guidance to support the advancement of the Manager, Client Experience;
- Leads, provides direction to, delegates, supports and evaluates the work of the Manager, and Associate of Client Experience;
- In concert with a Strategic Advisor, plans and executes strategic broking approaches;
- Oversees and supports marketing and negotiations, ensuring effective communication and collaboration;
- Oversees key accounts, manages products, and independently delegates renewals;
- Leverages industry relationships to benefit clients;
- Stays informed about regulatory affairs, the competitive market, and legal frameworks to ensure the company operates in compliance with regulations and laws;
- Meets or exceeds regulatory requirements for continuing education, and ensures all licenses are in good standing, and successfully renewed in order to transact business;
- Effectively mitigates or controls potential risks effectively, protecting the company from harm; and
- Performs other duties as assigned.
- Bachelor’s degree in business administration or a related field;
- Senior broking experience and sales experience required;
- Advanced understanding of legal and regulatory considerations and industry drivers;
- Completed or actively working towards a Broker (RIBO) Level 2 Licence or equivalent depending on provincial requirements;
- Committed to continuously developing your knowledge of emerging trends, critical coverages, and legislative changes through ongoing education and professional development opportunities;
- Ability to satisfy Continuing Education (CE) requirements;
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