Your browser does not support JavaScript!

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.

Jeff Cavignac
Scott Bedingfield
Jim Schabarum
Patrick Casinelli

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

Matthew Slakoff
Matthew Noonan
Kelly Potter
Preston Cavignac

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

Carolyn Konecki
Meghan Dickerson
Jase Hamilton
Paul Broussard
Oliver Craig
Natalie Sherod

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 2nd 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.

Summary

This is an opportunity to join an insurance brokerage company that was recognized by US Business Insurance as having the 2nd 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.

Summary

The Personal Lines Client Manager (CM) is the customer’s main contact person in the agency. The CM must become familiar with all of his/her clients and is responsible for service provided to the assigned customer accounts, ensuring that the client is well served.

The following details a general list of duties, qualifications and abilities for this position. Training, resources and continuing education will also be provided by the company to ensure that the new team member is able to accomplish the requirements of the role.

Duties

  • Daily servicing of clients will include addressing various coverage issues and working with a personal lines producer(s) in handling all the inside service work associated with the client’s program, including all endorsement activity, routine coverage questions, problem solving, renewal control, preparation of formal proposals, checking and binding policies and assisting with claims.
  • Quote all lines of business with all carriers via the carriers’ online quoting systems and communicate with underwriters.
  • Prepare proposals, applications and bind coverage.
  • Conduct stewardship meetings to successfully onboard new clients.
  • Oversee the renewal process, including filling out renewal questionnaires, processing the renewal packets, and setting up and conducting renewal meetings.
  • Process new and renewal policies (review policies to determine accuracy in issuance).
  • Process endorsement requests via the carriers’ online systems or submit endorsements to the insurance company.
  • Enter clients, policies, and activities in the agency management system and attach all carrier and client-related correspondence.
  • Document all conversations in the agency management system.
  • Run motor vehicle reports.
  • Issue auto ID cards.
  • Set up and/or modify billing plans, handle billing problems and process payments, as necessary.
  • Prepare agency-bill invoices, as needed, and follow up on client payments.
  • Process Evidences of Insurance.
  • Report new claims and assist, as needed.
  • Process cancellations.
  • Follow all steps of the Personal Lines SOPs.
  • Problem solving and decision-making – identify problems early and find solutions.
  • Proactively seeking out knowledge opportunities for department and personal growth and development.
  • Continue to develop detailed Standard Operating Procedures (SOPs) to create efficiencies.
  • Prepare weekly High-Performance Team (HPT) meetings and attends scheduled agency meetings (EPIC, InCite, etc.).

Qualifications

  • Bachelor’s Degree (Preferred)
  • Current California Insurance License (Preferred)
  • 3+ years of experience in Personal Lines Client Management (Preferred)
  • Knowledge and proficiency of PC applications, such as MS Office and EPIC. (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 can be trusted to handle confidential and sensitive information.
  • You have strong organization and project management skills.
  • You have the ability to focus on the task-at-hand and multi-task as needed.
  • You’re great with attention to detail and producing high-quality work.
  • You’re able to grasp complex issues and establish proactive solutions to address those issues.
  • You have strong editing and writing skills.
  • You have a positive attitude and work ethic.

 

Summary

Provide service to clients in conjunction with the Risk Advisor and/or Client Service Team while providing assistant level support to the team members per the Client Administrator job description. Become familiar with all of his/her clients and is responsible for service provided to the assigned customer accounts, ensuring that the client is well serviced.

The following details a general list of duties, qualifications and abilities for this position. Training, resources and continuing education will also be provided by the company to ensure that the new team member is able to accomplish the requirements of the role.

Duties

  • Manage the new business and renewal process; review risk management surveys. Identify exposure to loss and advise client on appropriate coverages.
  • Develop marketing plan with the Risk Advisor and insured. Complete submissions to market new and renewal accounts to insurance carriers. Prepare proposals, negotiate coverage terms and pricing. Work with underwriters to obtain additional information from clients.
  • Work with Risk Control Department to monitor complex or significant risk control and claims issues.
  • Conduct contract and lease reviews to advise client on risk and compliance issues.
  • Maintain positive client and insurance company relationships.
  • Explain payment requirements to new and existing clients and provide past due follow-up.
  • Maintain positive relationships with appropriate personnel at client firms to assure retention of accounts.
  • Oversee, direct, plan and schedule the work of others. May train and give technical supervision to account service team members.
  • Demonstrate exceptional negotiating, decision-making, advanced knowledge of coverages, and sales skills.
  • Maintain high level relationship with underwriters.
  • Support and communicate with the Risk Advisor to develop and retain accounts.
  • Have the ability to independently conduct client meetings, trainings, and deliver proposals to the clients.

Qualifications

  • Bachelor’s Degree (Preferred)
  • 8+ Years Client Management Experience (Preferred)
  • Current California Insurance License
  • Proficiency of PC Applications (MS Office and EPIC)

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 can be trusted to handle confidential and sensitive information.
  • You have strong organization and project management skills.
  • You have the ability to focus on the task-at-hand and multi-task as needed.
  • You’re great with attention to detail and producing high-quality work.
  • You’re able to grasp complex issues and establish proactive solutions to address those issues.
  • You have strong editing and writing skills.
  • You have a positive attitude and work ethic.

 

Need a partner you can trust to protect your business?

Let's Talk