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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 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 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

  • 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:
    • Order loss runs from insurance carriers.
    • Prepare and/or update renewal surveys and proposals.
    • Send applications to the clients.
    • Request or process binders, auto ID cards, invoices, finance agreements, etc.
  • 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.

Qualifications

  • Bachelor’s Degree (Preferred)
  • 1+ Year Client Administration Experience (Preferred)
  • Current California Insurance License (Preferred)
  • 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.

Summary

The Client Administrator (CA) in the Surety department is the client contact person in the agency for processing all bond requests and will assume full responsibility for processing services of all surety customer accounts. The Surety CA is responsible for seeing that the clients’ bond execution 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

  • Process all bond requests and PQ letters.
  • Obtain approval and communicate conditions of approval for all bond request within ALOA.
  • Administer department invoicing – track aging and keep accounts current.
  • Assist with billing discrepancies and questions – collect overdue client accounts.
  • Prepare and manage specific, routine bond requests (Endorsements, Consents, Closing activities, Renewals, Manage status inquiries, Track bid results, Subcontract bond authentication and Notarize bonds).
  • 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.
  • Serve as backup to the Account Manager in the Surety department.
  • Process new account set-up and entry.
  • Process client kit and GIA.
  • Process line sheets and updates.
  • Suggest new prospecting and marketing ideas.
  • Process new account set-up in SuretyPro.
  • Assist AM/AE in requesting and analyzing financial information.
  • Keep Account Receivables current.
  • Serve as Back-up to others in the Surety Department and perform other duties as required or assigned.
  • Answer Written or Oral Questions from Insured and/or Surety Company Regarding Account Assist with Marketing New Business and Renewal Lines of Credit.
  • Work with underwriters and clients to obtain additional information for Lines of Credit and specific bond requests.

Qualifications

  • Bachelor’s Degree (Preferred)
  • Current California Insurance License (Preferred)
  • Notary (Preferred)
  • Proficiency of MS Office

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

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 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 and 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.

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