---
title: 'Associate, Client Experience at Cavell Risk, Inc.'
canonical: 'https://feeny.ai/job/associate-client-experience-cavell-risk-inc-toronto-dwnrqr6sbvp4'
type: 'job'
last_seen: '2026-09-12'
---

# Associate, Client Experience at Cavell Risk, Inc.

- **Company:** Cavell Risk, Inc.
- **Location:** Toronto, Canada
- **Compensation:** $50k–$70k
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2023-07-07
- **Last confirmed live:** 2026-09-12
- **Apply:** https://jobs.lever.co/cavellrisk/3447fd45-bac6-4c88-9ab9-618094912060

## Job description

The Associate, Client Experience is responsible for supporting the Manager, Client Experience in various tasks to ensure efficient operations and excellent customer service. Their responsibilities include processing and maintaining accurate and timely policy documentation, managing data integrity, and handling customer inquiries. They also assist in administrative duties and maintain client records to support the Manager in providing exceptional services to clients.

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.

## About Cavell Risk, Inc.

## Company Overview
- **One-liner**: Cavell Risk is a strategic consultancy and insurance broker that helps Canadian businesses and executives manage and transfer risk through customized advice, technology, and capital solutions.
- **Entity Type**: Private (no disclosed funding)
- **Headquarters**: Toronto, Ontario, Canada
- **Founded**: 2022
- **Founders**: Jeffrey Charles (Founder, Partner)

## Core Business
- **Primary industry/industries**: Insurance brokerage, risk management consulting, captives and structured solutions
- **Target customers**: B2B (Canadian businesses, institutions, executives) and B2C (private client families)
- **Mission or purpose statement**: “To be the first call, the trusted partner of choice for insurance and risk management related needs, in the Canadian business community, for executives and their families.” The firm emphasizes diagnosis before prescription and deeply human, client-first service.

## Products & Services
- **Advice & Consulting**: Insurance program audits, loss control engineering, data quality and analytics.
- **Insurance Brokerage**: Custom commercial & business insurance and private client & family insurance.
- **M&A Advisory**: Prep‑for‑sale insurance review, reps & warranties insurance, tax liability, due diligence.
- **Climate & CAT Risk Mapping**: Leading‑edge technology to visualize asset exposure to climate change, earthquake, and flood risks; weather alerting system.
- **Captives & Structured Solutions**: Captive feasibility, virtual captives, deductible buy‑down, actuarial analysis.
- **Environmental Liability**: Navigation of complex environmental insurance for known contamination or ongoing pollution conditions.

## Market Standing
- **Valuation/Market Cap**: Not disclosed (private company)
- **Key Metric**: **34 employees** as of mid-2025 (59.1% year‑over‑year growth)
- **Notable Investors/Partners**: No outside investors mentioned; independent ownership. Key leadership includes CEO Rod Campbell and Founder/Partner Jeffrey Charles.
- **Growth Signals**: Rapid headcount growth (+13 people YoY); expansion into United States and United Kingdom (offices in Toronto and US; workforce across Canada and UK); growing LinkedIn following (1,019, +23.8% yearly); open roles for Director, Manager, and Associate in Client Experience.

## Competitive Advantages
- **Client obsession**: “Diagnosis before prescription” – deep analysis before designing solutions.
- **Independent ownership**: Prevents undue influence and enables positive disruption.
- **Decades of combined expertise** in insurance and capital markets.
- **Cutting‑edge technology**: AI‑driven data analytics and climate risk mapping differentiate from traditional brokers.
- **Reputation for solving complex problems**: “The stuff others couldn’t solve” – serving Canada’s most exciting leaders and businesses.

## Strategic Focus
- Embedding technology (AI, data visualization) to make exposure data visible and analytics actionable, especially around climate risk.
- Building direct relationships between risk and capital through the “Capital‑to‑Practical™ Engagement.”
- Expanding product offerings (captives, environmental liability) and geographic footprint (US, UK).
- Changing client behaviour toward risk to create better transfer outcomes.

## Why Work Here
- **Culture**: Purpose‑driven, team‑oriented, collaborative environment. Emphasizes diversity, equity, and inclusion (“a place where everyone matters”).
- **Work style**: On‑site roles at Toronto office (100 King Street West, Suite 2630). Roles currently open: Director, Manager, and Associate in Client Experience.
- **Perks and philosophy**: “Aligned incentives & rewards” – thoughtfully structured compensation where everyone wins. Exciting, complex work with Canada’s most successful clients. High accountability, but strong peer support.
- **Growth opportunity**: Exposure to meaningful work, financial success, entrepreneurial freedom, and lifelong friendships with clients and colleagues.

## Sources
1. [cavellrisk.com - Home](https://cavellrisk.com/)
2. [cavellrisk.com - About] (https://cavellrisk.com/about/)
3. [cavellrisk.com - Carers] (https://cavellrisk.com/careers/)
4. [jobs.lever.co/cavellrisk] (https://jobs.lever.co/cavellrisk)
5. [linkiedin.com/company/cavellrisk] (https://linkedin.com/company/cavellrisk)

## Other roles at Cavell Risk, Inc.

- [Director, Client Experience](https://feeny.ai/job/director-client-experience-cavell-risk-inc-toronto-g9gcex0402d9) — Toronto, Canada
- [Manager, Client Experience](https://feeny.ai/job/manager-client-experience-cavell-risk-inc-toronto-q904518szk1y) — Toronto, Canada