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Manager, Client Experience

Canada, Toronto · Job Posted December 07, 2025
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Job Description

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.

Job Responsibility

  • 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
  • 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

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