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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
Matt Evans
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

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.

Duties & Responsibilities

  • 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.
  • Prepare 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.

Additional Duties & Responsibilities

  • 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

  • College Degree (Preferred)
  • Current California Insurance License (Preferred)
  • 3 or more years of experience in Personal Lines Client Management

Knowledge, Skills, and Abilities

  • In depth knowledge of insurance coverages and an ability to communicate this clearly to clients and underwriters, both verbally and in writing.
  • In depth knowledge of risk management devices and services for clients and their homes and the ability to communicate those services and products.
  • General business knowledge in the areas of estate planning, property titling, wealth management and business ownership.
  • Well-developed professional, interpersonal and analytical skills with minimum supervision needed.
  • Ability to interact effectively with people at all organizational levels of the agency.
  • Ability to work in a team environment with a customer service focus.
  • Strong communication skills, both written and verbal.
  • Ability to handle confidential and sensitive information.
  • Strong project management skills, establishing appropriate timelines and deadline management.
  • Knowledge and proficiency of PC applications, such as MS Office and EPIC.There is a very high level of professionalism here (attention to detail, product and industry knowledge, high expectations, etc).

 

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 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 & Responsibilities

  • 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 (B. A.) from four-year college or university; eight plus years related experience and/or training; or equivalent combination of education and experience.

Knowledge, Skills, and Abilities

  • Well-developed professional, interpersonal and analytical skills with minimum supervision needed.
  • Ability to interact effectively with people at all organizational levels of the agency.
  • Ability to work in a team environment with a customer service focus.
  • Strong communication skills, both written and verbal.
  • Ability to handle confidential and sensitive information.
  • Strong project management skills, establishing appropriate timelines and deadline management.
  • Knowledge and proficiency of PC applications, such as MS Office and EPIC.

 

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