A partner through it all.

Founded on knowledge, driven by relationships, inspired by community.

At Cavignac, our vision is a community where every business is protected from risk.

We give confidence and clarity to companies like yours by providing knowledge-based risk management solutions and an exceptional client experience.

Slide
We Are Leaders
We Are
Leaders
Cavignac We Are Leaders
Cavignac - We Are Leaders

01

05

We lead through our actions and embrace our responsibilities.

Slide
We Are Learners
We Are
Learners
Cavignac - We Are Learners
Cavignac - We Are Learners

02

05

We view challenges as opportunities to build character and master our craft.

Slide
We Are Team Players
We Are
Team Players
Cavignac - We Are Team Players
Cavignac - Team Players

03

05

We always put the team first and look for ways to make each other better.

Slide
We Are Professionals
We Are
Professionals
Cavignac - We Are Professionals
Cavignac - We Are Professionals

04

05

We deliver an exceptional level of service to each and every client.

Slide
We Are Givers
We Are
Givers
Cavignac - We Are Givers

05

05

We contribute our time and money to the betterment of the community.

previous arrowprevious arrow
next arrownext arrow

Our team of risk advisors are experts who eat, sleep, and breathe insurance.

We donate, volunteer, and collaborate to make our community a better place to live and work.

We build lasting client relationships on a level of integrity you simply won’t find anywhere else.

We are partners who always have your back.

We believe that the better we know your business, the better we can protect it from risk.

At the end of the day, we’re professionals committed to exceptional client experience.

Looking for a truly fulfilling career?

We've built the best team in the industry by empowering them to:

Belong

We emphasize culture and encourage collaboration. In our supportive work environment, you know your teammates have always got your back.

Grow

The only thing more important than our clients’ futures are those of our team. We invest 3x what other brokerages spend on education.

Give

We believe community is integral to a fulfilling career. We’re always looking for ways to give back to the place where we live and work.

Thrive

Comprehensive health, 401(k) matching, profit sharing, competitive PTO, generous bonuses, team events—we give our team the benefits they need to live their best lives.

Just ask our team.

Current Opportunities

Summary
This is an opportunity to join an insurance brokerage company that was recognized by US Business Insurance as having the number one Best Workplace Culture in the country.
Our long-term objective is to remain locally owned and independent. While continuing to build a culture that’s focused on contribution and growth.
We’re recruiting Property & Casualty Risk Advisors that want to:
  • 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.
Our Risk Advisors are responsible for creating new relationships and retaining existing ones. This requires the ability to ask the right questions, understand a businesses needs and deliver comprehensive solutions. Collectively the technical knowledge and sales skills will enable our Risk Advisor to bring on new clients and provide the value our existing clients need.
We recognize that you’ll come to us with insurance knowledge. Yet we’ll make sure you get all the training, resources and support needed to learn the Cavignac Way. All of which will put you in the best position to excel as a Risk Advisor and achieve your objectives throughout your career.
The following details a general list of Duties, Qualifications and Abilities for this position.
Duties
The primary duties of the Risk Advisor consist of:
Sales & Consulting
  • 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.
Service & Retention
  • 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.
Role & Team Growth
  • 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.
   
Qualifications
  • 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).
Abilities
  • 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.
First year salary is based on a variety of factors including a Risk Advisors’ transferrable book of business, years of experience, etc. and is negotiable. It typically falls between $60,00 – $110,000+. Annual commissions and bonuses do not have a limit as they are dependent on the Risk Advisor’s capability to generate new business.
Summary

This is an opportunity to join an insurance brokerage company that was recognized by US Business Insurance as having the number one Best Workplace Culture in the country.

Our long-term objective is to remain locally owned and independent. While continuing to build a culture that’s focused on contribution and growth.
We’re recruiting Employee Benefit Risk Advisors that want to:
  • 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.
Our Employee Benefits Risk Advisors are responsible for creating new relationships and retaining existing ones. This requires the ability to ask the right questions, understand a business’s needs and deliver comprehensive employee benefit solutions. Collectively the technical knowledge and sales skills will enable our Risk Advisor to bring on new clients and provide the value our existing clients need.

We recognize that you’ll come to us with insurance knowledge. Yet we’ll make sure you get all the training, resources and support needed to learn the Cavignac Way. All of which will put you in the best position to excel as a Risk Advisor and achieve your objectives throughout your career.

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

Duties

The primary duties of the Risk Advisor consist of:

Sales & Consulting
  • 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.
Service & Retention
  • 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.
Role & Team Growth
  • 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.

 

Qualifications
  • 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).

Abilities
  • 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.
First year salary is based on a variety of factors including a Risk Advisors’ transferrable book of business, years of experience, etc. and is negotiable. It typically falls between $60,000 – $110,000+. Annual commissions and bonuses do not have a limit as they are dependent on the Risk Advisor’s capability to generate new business.
 
Summary

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.

Duties

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.
Supervisory Responsibilities
  • This position does not have supervisory responsibilities.
Qualifications
  • 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)
Computer Skills

This position requires use of the following software or applications:

  • Word Processing, Spreadsheets, Internet, Email
Certificates, Licenses, and Registrations (if applicable)
  • Current or obtain California Property & Casualty Insurance License
  • Actively pursue industry designation of CISR
Abilities
  • 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.

Pay
$60,000.00 – $75,000.00 per year
Benefits
  • 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
Schedule
  • Monday to Friday
Supplemental pay types
  • Bonus opportunities
  • Commission pay
  • Signing bonus

Work Location: Hybrid remote in San Diego, CA 92101

There is a very high level of professionalism here (attention to detail, product and industry knowledge, high expectations, etc). As a new employee that has spent time at other agencies, I can tell you that this is not the norm and it’s something that I’ve missed. When you are surrounded by people working at a high level, you are held to a higher standard, and you push yourself to meet, and then exceed those expectations. That kind of attitude/approach is infectious and makes coming to work more meaningful.

– Cavignac Team Member

Summary

The Client Administrator (CA) position in the Employee Benefits Department assists the Client Manager (CM) with daily service activities for each client’s benefit offerings. The CA will be familiar with all of the CM’s clients and is responsible for seeing that the client is well served. It is mandatory that CA have solid knowledge of and adhere to the agency Standard Operating Procedures (SOP) manual. This individual must also hold a current California Life & Health Insurance License. Unlicensed applicants will have the opportunity to obtain licensure as part of the training and onboarding process.

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.

Duties
  • Assume full responsibility for services of assigned customer accounts, process and follow up on new hire enrollment forms, request for coverage change and terminations.
  • Assist with completion of RFP’s and prepare quotations for new or renewal coverage, responsible for finalizing applicant information; transmission to carrier and subsequent status follow-ups.
  • Prepare open enrollment material and order supplies from carriers.
  • Preparation of spreadsheets, presentations and proposals for new and renewal business. Preparation materials for open enrollment meetings and assist with meetings when requested.
  • Responsible for integrity of policy data on Agency Management Systems and creation of new client account.
  • Manage all claim inquiries, billing discrepancies and delinquent premiums. Manage COBRA Administration questions and carrier updates.
  • Respond to calls within 24 hours, providing outstanding customer service and teamwork and seek to improve whenever possible.
  • Inform or involve the CM with “in-flight emergencies” as necessary, as they occur.
Qualifications
  • Bachelor’s Degree (Preferred)
  • Current California Life & Health Insurance License (Preferred)
  • 2+ Years Employee Benefits Experience (Preferred)
  • COBRA and HIPAA Knowledge
  • Proficiency of PC Applications (MS Office and EPIC)

Pay

$60,000.00 – $75,000.00 per year
 

Need a partner you can trust to protect your business?