Manager, Client Experience

September 7

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Cavell Risk, Inc.

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Description

•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.

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.