Associate, Client Experience

Duties and Responsibilities

• 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.

Minimum Requirements

• 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.

Key Relationships

• Internal: Executives, Colleagues, Support Staff
• External: Clients, Insurance Companies, Underwriters, Claims, Engineers & Consultants

Working Conditions

• 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.