C
Cavellrisk33mo ago
CAD 50000–70000/yr

Associate, Client Experience

Toronto · TorontoFull Timemid
OtherClient ExperienceMember Of Client Experience Sales Support
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Quick Summary

Overview

The Associate, Client Experience is responsible for supporting the Manager, Client Experience in various tasks to ensure efficient operations and excellent customer service.

Technical Tools
OtherClient ExperienceMember Of Client Experience Sales Support
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.
  • 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;
  • 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.

    • Listing Details

    Posted
    July 7, 2023
    First seen
    March 26, 2026
    Last seen
    April 22, 2026

    Posting Health

    Days active
    26
    Repost count
    0
    Trust Level
    34%
    Scored at
    April 22, 2026

    Signal breakdown

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    Associate, Client ExperienceCAD 50000–70000
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