A partner through it all.

• Play a vital role in the growth and perpetuation of a company.
• Become owners of a company that has developed a strong reputation in the industry.

• Create your Personal Excellence Plan with the Sales Manager and President.
• Identify, develop and nurture relationships with prospects and centers of influence.
• Leverage a system to maintain contact and add value to prospects, centers of influence and clients on a consistent basis.
• Deliver sales presentations to prospects and clients on new and renewal business.
• Adhere to Cavignac’s TotalRISK Approach sales process.
• Provide risk management/loss prevention advice to prospects and clients.
• Cross-sell the agency’s services.
• Ask for referrals from centers of influence and clients to generate new business.
• Participate in team sales situations with other Risk Advisors and support personnel.

• Proactively work on upcoming renewals to ensure services are completed in an accurate and timely manner.
• Assist in marketing accounts when having key relationships and/or product expertise.
• Review proposals prior to meeting with clients.
• Work with the team to design insurance plans and recommend coverages to clients.
• Document all material conversations in Epic with insureds and/or carriers regarding coverages and exposures.
• Maintain accurate client information while adhering to company SOPs.
• Resolve claim, billing and late premium problems while accurately documenting in Epic with service records (when required).
• Work with the team to ensure coverage adequacy and identify Cavignac resources needed to service client needs.
• Develop a profitable book of business for the agency and carriers.

• Execute the Personal Excellence Plan to ensure that the objectives are achieved.
• Take initiative for learning and improving technical and sales skills regularly.
• Attend and participate in sales meetings.
• Manage workload and relationships while consistently hitting monthly sales goals.
• Attend client related professional association events along with insurance association and company events.
• Understand and comply with agency SOPs, Customer Service Standards, and the Employee Handbook.
• Deliver presentations for professional associations, community events, partner webinars, etc.
• Join and participate in non-profit organizations throughout the community and sit on at least one Community Board.
• Maintain positive relationships with Cavignac employees and partners.

• Must hold and maintain current California Property & Casualty License.
• 4+ years experience as a Property & Casualty Risk Advisor (Preferred).
• Proven success record in achieving sales objectives and numbers.
• Attained a Bachelor’s Degree (Preferred).

• You lead through your actions and embrace your responsibilities.
• You’re a continuous learner who is always seeking to improve.
• You put the team first and create ways to make your peers better.
• You deliver an exceptional level of service to those you work with.
• You have strong interpersonal skills and thrive in a team environment.
• You’re an effective communicator; both written and verbal.
• You’re great with attention to detail and produce high-quality work.
• You grasp complex issues and establish solutions to address them.
• You thrive in situations that require negotiation and influence.
• You’re able to effectively manage a sizable and demanding workload.
• You’re a self-starter who is always proactive and responsive.
• You consistently meet deadlines and are dependable.
• You excel in servicing clients and putting their needs first.
• You have a positive attitude and an unrelenting work ethic.

• Play a vital role in the growth and perpetuation of a company.
• Become owners of a company that has developed a strong reputation in the industry.

• Create your Personal Excellence Plan with the Sales Manager and President.
• Identify, develop and nurture relationships with prospects and centers of influence.
• Leverage a system to maintain contact and add value to prospects, centers of influence and clients on a consistent basis.
• Deliver sales presentations to prospects and clients on new and renewal business.
• Adhere to Cavignac’s TotalRISK Approach sales process.
• Provide risk management/loss prevention advice to prospects and clients.
• Cross-sell the agency’s services.
• Ask for referrals from centers of influence and clients to generate new business.
• Participate in team sales situations with other Risk Advisors and support personnel.

• Proactively work on upcoming renewals to ensure services are completed in an accurate and timely manner.
• Assist in marketing accounts when having key relationships and/or product expertise.
• Review proposals prior to meeting with clients.
• Work with the team to design insurance plans and recommend coverages to clients.
• Document all material conversations in Epic with insureds and/or carriers regarding coverages and exposures.
• Maintain accurate client information while adhering to company SOPs.
• Resolve claim, billing and late premium problems while accurately documenting in Epic with service records (when required).
• Work with the team to ensure coverage adequacy and identify Cavignac resources needed to service client needs.
• Develop a profitable book of business for the agency and carriers.

• Execute the Personal Excellence Plan to ensure that the objectives are achieved.
• Take initiative for learning and improving technical and sales skills regularly.
• Attend and participate in sales meetings.
• Manage workload and relationships while consistently hitting monthly sales goals.
• Attend client related professional association events along with insurance association and company events.
• Understand and comply with agency SOPs, Customer Service Standards, and the Employee Handbook.
• Deliver presentations for professional associations, community events, partner webinars, etc.
• Join and participate in non-profit organizations throughout the community and sit on at least one Community Board.
• Maintain positive relationships with Cavignac employees and partners.

• Must hold and maintain current California Life and Health License.
• 4+ years experience as an Employee Benefits Risk Advisor (Preferred).
• Proven success record in achieving sales objectives and numbers.
• Attained a Bachelor’s Degree (Preferred).

• You lead through your actions and embrace your responsibilities.
• You’re a continuous learner who is always seeking to improve.
• You put the team first and create ways to make your peers better.
• You deliver an exceptional level of service to those you work with.
• You have strong interpersonal skills and thrive in a team environment.
• You’re an effective communicator; both written and verbal.
• You’re great with attention to detail and produce high-quality work.
• You grasp complex issues and establish solutions to address them.
• You thrive in situations that require negotiation and influence.
• You’re able to effectively manage a sizable and demanding workload.
• You’re a self-starter who is always proactive and responsive.
• You consistently meet deadlines and are dependable.
• You excel in servicing clients and putting their needs first.
• You have a positive attitude and an unrelenting work ethic.

The Client Administrator (CA) assists the client service team in servicing and retaining of Commercial Accounts. They work to ensure that client retention goals are met by responding promptly to requests per service standard timelines.

The following is illustrative of the general activities of this position and does not reflect each and every task this position may undertake. Training and resources will be provided to assure the employee is able to accomplish what is required.

The following details a general list of Duties, Qualifications and Abilities for this position.

The primary duties of the Commercial Client Administrator consist of:

• Responsible for account servicing needs during the policy year including but not limited to: binders, certificates, evidence of property, auto ID cards, motor vehicle records, endorsements, invoicing, audits, claims, cancellations, policy checks, etc.
• Assist Client Managers with insurance reviews.
• Compare the insurance requirements to the coverages on the existing program.
• Obtain quotes on coverages needed to comply with contract insurance requirements.
• Assist Client Managers in the renewal and new business processes including: Order loss runs from insurance carriers; Request or process binders, auto ID cards, invoices and finance agreements; Assist in other renewal and new business tasks as assigned by the Client Manager.
• Responsible for integrity of policy data on Agency Management Systems.
• Comply with and follow corporate workflow procedures and guidelines.
• Provide outstanding customer service and teamwork and seek to improve whenever possible.

• This position does not have supervisory responsibilities.

• High school diploma or general education degree (GED)
• Bachelor’s Degree (Preferred)
• Current California Insurance License (Preferred)
• Proficiency of PC Applications (MS Office and EPIC)

This position requires use of the following software or applications:

• Word Processing, Spreadsheets, Internet, Email

• Current or obtain California Property & Casualty Insurance License
• Actively pursue industry designation of CISR

• You lead through your actions and embrace your responsibilities.
• You’re a continuous learner who is always seeking to improve.
• You put the team first and create ways to make your peers better.
• You deliver an exceptional level of service to those you work with.
• You have strong interpersonal skills and thrive in a team environment.
• You’re an effective communicator; both written and verbal.
• You’re great with attention to detail and produce high-quality work.
• You grasp complex issues and establish solutions to address them.
• You thrive in situations that require negotiation and influence.
• You’re able to effectively manage a sizable and demanding workload.
• You’re a self-starter who is always proactive and responsive.
• You consistently meet deadlines and are dependable.
• You excel in servicing clients and putting their needs first.
• You have a positive attitude and an unrelenting work ethic.

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Relocation assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance

• Monday to Friday

• Bonus opportunities
• Commission pay
• Signing bonus

Work Location: Hybrid remote in San Diego, CA 92101