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 requirement. Duties and Responsibilities Serve as the primary point of contact for clients and markets offering assistance, as needed; Manages and cultivates strong relationships between markets and clients, ensures submissions are complete, accurate, and presented professionally; Highly responsive to client needs, including answering calls and returning messages before the end of each business day, and responding to emails within the next business day; Ensures all data requests from clients and markets are met on time; Prepares quotes and proposals, works with policies with higher limits, number of exposures and customization with minimal supervision; Executes the market strategy, negotiates insurance terms, solicits options, and suggests alternative structures; Supports and assists in the advancement of the Associate, Client Experience; Organizes and maintains a calendar of renewals, expiries; Oversees billings and payment collections to ensure they are received by the deadlines; Completes additional sales, negotiation, or prospecting skills training to improve on the job performance; Follows regulatory affairs, 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; Mitigates or controls potential risks effectively, protecting the company from harm; and Other duties as assigned. Minimum Requirements Bachelor’s Degree in Business Management, Accounting or a related field; Possession of RIBO licence Minimum Three (3) years’ of broking experience; Completed or actively pursuing the CIP designation; Sales-oriented mindset; Ability to work collaboratively in a team environment; Strong interpersonal skills to influence others without authority; Demonstrated ethical decision-making abilities; Effective at building and maintaining relationships; Proficient conflict resolution and management abilities. Key Relationships Internal: Executive, Colleagues, Support Staff External: Clients, Insurance Companies, Underwriters, Claims, Engineers & Consultants Working Conditions Connect and network with key contacts at industry functions; Work normal business hours but may be required to do some work in the evenings or outside normal working hours; Able to work on a computer for long periods of time; Required to work in a busy, open area office; Required to spend long hours concentrating which will require attention to detail and high levels of accuracy; Required to meet a number of deadlines. #J-18808-Ljbffr
Manager, Client Experience
CAVELL RISK, INC.
toronto, toronto
Published 27 days ago
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