Cavell Risk

Client Experience Associate in Toronto

📍 toronto, on, Canada ⏰ Full-time

Description

Support the Manager, Client Experience in our downtown Toronto office. This role focuses on policy documentation, customer inquiries, and ensuring exceptional service.
As a Client Experience Associate, you will assist the Manager with administrative tasks and documentation. Your responsibilities will include managing client files, preparing invoices, and aiding in fostering professional relationships. Strong communication and customer service skills are essential as you interact with clients and industry professionals daily.
Key Responsibilities:
• Aid Manager in preparing submissions and client presentations
• Foster relationships with clients and underwriters
• Prepare and send invoices with follow-ups
• Organize and maintain client documentation
• Adhere to regulatory frameworks for compliance
Requirements:
• Bachelor’s Degree in Business or Finance
• RIBO licence or willingness to obtain one
• Proven customer service experience
• Strong time mana...
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