Cavellrisk33mo ago

Manager, Client Experience

Toronto · TorontoFull Timemid

OtherManager, Client Experience

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Overview

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,

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OtherManager, Client Experience

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.

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.

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; and

Proficient conflict resolution and management abilities.