Manager, Client Experience (Commercial Insurance Broker)

Our client is seeking a Manager for Client Experience to join their dynamic team. This role is pivotal in delivering high-quality insurance brokerage services to clients. You will be the critical point of contact for clients, managing relationships and ensuring customer satisfaction. Your role will also involve supporting the sales and marketing efforts of the firm. This role could be based out of Toronto or Vancouver.

This position offers an exciting opportunity to work in a fast-paced environment where your commitment to providing exceptional service will directly impact the success of the business.

• Oversee delivery of high-quality insurance brokerage services
• Manage client relationships and ensure customer satisfaction
• Support sales and marketing efforts

What you'll do:

As a Manager for Client Experience, you will play a crucial role in overseeing the delivery of top-notch insurance brokerage services. Your day-to-day responsibilities will include serving as the primary liaison for clients, managing relationships, ensuring customer satisfaction, and supporting the firm's sales and marketing initiatives. You'll be tasked with preparing quotes and proposals while working with policies that require a high level of expertise. Your ability to execute market strategies effectively while negotiating insurance terms will be key to your success in this role.

• Serve as the primary point of contact for clients and markets offering assistance as needed
• Manage and cultivate strong relationships between markets and clients, ensuring submissions are complete, accurate, and presented professionally
• Be highly responsive to client needs, including answering calls and returning messages promptly
• Ensure all data requests from clients and markets are met on time
• Prepare quotes and proposals, work with policies with higher limits, number of exposures and customization with minimal supervision
• Execute the market strategy, negotiate insurance terms, solicit options, and suggest alternative structures
• Support and assist in the advancement of the Associate, Client Experience
• Organize and maintain a calendar of renewals, expiries
• Oversee billings and payment collections to ensure they are received by the deadlines

What you bring:

The ideal candidate for this Manager, Client Experience position brings a wealth of broking experience along with possession of a RIBO licence. You have a sales-oriented mindset coupled with strong interpersonal skills that allow you to influence others without authority. Your ability to make ethical decisions while effectively building and maintaining relationships will set you apart in this role. Additionally, your proficiency in conflict resolution and management abilities will be essential in navigating through various situations.

• Possession of RIBO licence (Level 1 or Level 2) is required
• 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

What's next:

If you're ready to take your career to the next level with this exciting Manager, Client Experience role, don't hesitate! Please apply using the link below, or email your resume directly to andres.nino@robertwalters.com