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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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