drjobs Manager Client Experience

Manager Client Experience

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1 Vacancy
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Job Location drjobs

Toronto - Canada

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

The Manager Client Experience is responsible for overseeing the delivery of highquality 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

    • Bachelors 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;
    • Salesoriented mindset;
    • Ability to work collaboratively in a team environment;
    • Strong interpersonal skills to influence others without authority;
    • Demonstrated ethical decisionmaking abilities;
    • Effective at building and maintaining relationships; and
    • Proficient conflict resolution and management abilities.

Key Relationships

    • Internal: Executive Collleagues 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; and
    • Required to meet a number of deadlines.

Required Experience:

Manager

Employment Type

Full-Time

Company Industry

About Company

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