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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 Accounting Assistant is an important role for the company as it involves many responsibilities that directly impact our growth initiatives.

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

  • Accounts Receivable
  • Enter cash receipts in EPIC
  • Inform Client Managers and Risk Advisors of overdue accounts
  • Prepare accounts receivable reports and statements for Risk Advisors
  • Prepare bank deposits
  • Reconcile direct bill commissions
  • Create and send invoices for seminars and value-added services
  • Process client return premiums
  • Accounts Payable
  • Reconcile company payables
  • EPIC Data Integrity
  • Monthly income reconciliations – direct bill
  • Perform Quality Control for Client Managers and Client Admins
  • Run reports to assess commission levels, proper coding, etc.
  • Train new employees in relation to invoicing and collections
  • Backup and Assist Accountant
  • Backup and Assist Certificate Coordinator

Qualifications

  • Bachelor’s degree in Accounting (preferred)
  • 1+ year of experience in an Accounting role (preferred)
  • Advance MS Suite Skills (Outlook, Word, Excel, PowerPoint)

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 produce high-quality work.
  • You grasp complex issues and establish solutions to address them.
  • You have strong editing and writing skills.
  • You have a positive attitude and work ethic.

Summary

The Surety Client Manager (CM) for the Surety department is the client’s main contact at the agency for servicing & processing bond accounts. The CM must be familiar with all of his/her clients, assumes full responsibility for surety services & processing on assigned surety client accounts, and is responsible for seeing that the clients’ bond needs are 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

  • Assists in the developing, marketing and supporting of new business.
  • Directs written or oral answers to clients and sureties regarding account underwriting issues.
  • Provides value added services.
  • Maintain client and surety relationships.
  • Oversee financial files.
  • Facilitates surety claim services and requirements.
  • Facilitate all in-house surety inquiries and bond referrals.
  • Serve as backup to the Risk Advisor.
  • Process all bond requests and PQ letters and related activities.
  • Obtain approval and communicate conditions of approval for all bond request.
  • Administer department invoicing – track aging and keep accounts current.
  • Maintain client and company servicing documents and communicate to the surety department all surety company requirements to process bonds and other documents.
  • Maintain control sheet, summary sheets and SuretyPro account information.
  • Review and attach scanned mailouts/faxes.
  • Process new account set-up and entry in EPIC & SuretyPRO.
  • Process client kit and GIA.
  • Process line sheets and updates.
  • Suggest new prospecting and marketing ideas.
  • Complete annually Account Checklist.

Additional responsibilities include (but are not limited to):

  • 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.).
  • Act as Surety Systems Administrator responsible for maintaining and improving efficiency of Applied, SuretyPRO, Intranet, and web site for the Surety Department.
  • Answer Written or Oral Questions from Insured and/or Surety Company Regarding Account Assist with Marketing New Business and Renewal Lines of Credit.

Qualifications

  • Bachelor’s Degree (Preferred)
  • Current California Insurance License (Preferred)
  • Notary (Preferred)
  • 3+ Years Surety / Banking / Underwriting / Lending Industry Experience
  • 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 produce high-quality work.
  • You grasp complex issues and establish solutions to address them.
  • You have strong editing and writing skills.
  • You have a positive attitude and work ethic.

Summary

The Human Resources Assistant is a vital role for the company as it involves many responsibilities that directly impact what’s most important to us, our people.

It’s also a unique opportunity as this is a newly developed role. That said, there’s already a strong HR infrastructure in place and we’ve been fortunate enough to be consistently recognized as having a top workplace culture.

So, our HR Assistant is going to have a great platform to support their career development efforts.

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

  • Perform administrative work involving company operations.
  • Assist with the company’s recruitment efforts and hiring process.
  • Support new hire orientations and employee training sessions.
  • Manage staff schedules and leaves of absences along with aiding in the management of remote staff.
  • Assist with staff performance matters, compensation management and performance evaluations.
  • Provide payroll information by collecting time and attendance records.
  • Maintain employee information by entering and updating employment data.
  • Assist with the administration of employee benefits programs.
  • Assist with legal compliance by monitoring and implementing applicable human resource federal and state requirements while maintaining records.
  • Enhance the company’s Human Resources Department.

Additional responsibilities include (but are not limited to):

  • Create and attach recruiting activities in the system.
  • Assist on branding and marketing projects.
  • Assist in supporting the monthly Sales Meeting.
  • Coordinate Incite education and monthly meetings.
  • Coordinate Management and Principal Retreats.
  • Prepare the Staff Meeting PowerPoint presentations and agendas.
  • Manage the Cavignac Calendar.
  • Create and send out our monthly newsletters.
  • Set up our video meetings and webinars.
  • Assist the Office Manager on projects and ordering supplies.

Qualifications

  • Bachelor’s Degree in Human Resources (Preferred)
  • 1+ Year Human Resources Experience (Preferred)
  • Advanced MS Suite Skills (Outlook, Word, Excel, Powerpoint).

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 produce high-quality work.
  • You grasp complex issues and establish solutions to address them.
  • 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.

 

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