---
title: 'Director, Client Experience at Cavell Risk, Inc.'
canonical: 'https://feeny.ai/job/director-client-experience-cavell-risk-inc-toronto-g9gcex0402d9'
type: 'job'
last_seen: '2026-09-12'
---

# Director, Client Experience at Cavell Risk, Inc.

- **Company:** Cavell Risk, Inc.
- **Location:** Toronto, Canada
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2023-07-07
- **Last confirmed live:** 2026-09-12
- **Apply:** https://jobs.lever.co/cavellrisk/68ac4412-91e1-4d6f-8572-4732b632253b

## Job description

The Director, Client Experience is responsible for developing and maintaining strong relationships with clients by providing exceptional service and personalized solutions that meet their unique business needs. The Director is responsible for identifying new business opportunities, managing client accounts, and working collaboratively with other team members to achieve business objectives and drive growth.

Duties and Responsibilities

- Leads, provides direction to, delegates, supports and evaluates the work of the Manager, Client Experience and the Associate, Client Experience;
- Oversees the client service experience, ensuring high-quality service is provided;
- Is accountable for service, retention, and client renewal and placement results, and provides accountability of the team through delegation, support, and intervention as required;
- Supports the development of sales strategies, identifies process improvements and ensures prompt resolution of client issues;
- Manages and maintains client relationships through regular cadence meetings, engagement, check-ins, and information delivery;
- Conducts due diligence, analysis, and provides recommendations while proactively anticipating needs;
- Provides training and guidance to support the advancement of the Manager, Client Experience;
- Leads, provides direction to, delegates, supports and evaluates the work of the Manager, and Associate of Client Experience;
- In concert with a Strategic Advisor, plans and executes strategic broking approaches;
- Oversees and supports marketing and negotiations, ensuring effective communication and collaboration;
- Oversees key accounts, manages products, and independently delegates renewals;
- Leverages industry relationships to benefit clients;
- Stays informed about regulatory affairs, the 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;
- Effectively mitigates or controls potential risks effectively, protecting the company from harm; and
- Performs other duties as assigned.

## Minimum Requirements

- Bachelor’s degree in business administration or a related field;
- Senior broking experience and sales experience required;
- Advanced understanding of legal and regulatory considerations and industry drivers;
- Completed or actively working towards a Broker (RIBO) Level 2 Licence or equivalent depending on provincial requirements;
- Committed to continuously developing your knowledge of emerging trends, critical coverages, and legislative changes through ongoing education and professional development opportunities;
- Ability to satisfy Continuing Education (CE) requirements;
- Interest in pursuing FCIP is an asset;
- High degree of business acumen, excellent critical thinking, problem solving and decision-making skills to analyze customer needs and identify ways to meet them;
- Exceptional relationship management and negotiation skills to finalize deals and contracts with clients;
- Knowledge of current market trends and customer preferences to inform product development and sales strategies; and
- Continuously expand your network by attending events focused on your emerging areas of interest and client activities.

## 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
- Work normal business hours but may be required to do some work in the evenings or outside normal working hours;
- Able to work on a computer for long periods of time;
- Required to work in a busy, open area office
- Required to spend long hours concentrating which will require attention to detail and high levels of accuracy;
- Required to travel to client sites, and for client meetings; and
- Required to meet a number of 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.

- [Manager, Client Experience](https://feeny.ai/job/manager-client-experience-cavell-risk-inc-toronto-q904518szk1y) — Toronto, Canada
- [Associate, Client Experience](https://feeny.ai/job/associate-client-experience-cavell-risk-inc-toronto-dwnrqr6sbvp4) — Toronto, Canada