Dylan Coetzee

Manager, Client Experience @Cavell Risk, Inc

Toronto, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Dec 2025 — Present

Manager, Client Experience @Cavell Risk, Inc

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Toronto, ON, CA

Experienced insurance brokerage professional specializing in client relationship management, market negotiation, and end-to-end policy support. I oversee the delivery of high-quality brokerage services by managing client portfolios, executing market strategies, and ensuring timely, accurate submissions, quotes, and proposals. Known for being highly responsive and detail-oriented, I coordinate renewals, billing, and data requests while maintaining strong relationships with both clients and markets.I support business development efforts, contribute to process improvement, and mentor associates to strengthen overall team performance. With a commitment to regulatory compliance, continuing education, and professional excellence, I help mitigate risk and enhance the client experience from start to finish.

EDUCATION

2015 — 2019

Lazaridis School of Business & Economics at Wilfrid Laurier University

Bachelor of Business Administration - BBA Co-op, Business Administration and Management, General

SKILLS

Customer ServiceSharepointWarm CallingMicrosoft DynamicsWordpress DesignCold CallingMicrosoft OfficeDemand GenerationSearch Engine Optimization (SEO)WordpressLeadershipPhone EtiquetteMicrosoft Dynamics CrmQualifying ProspectsPublic SpeakingDirect Sales

ABOUT DYLAN COETZEE

A value driven individual focused on sourcing complex solutions and delivering outstanding customer service to all clients. CAIB and CIP licensed.

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Dylan Coetzee — Manager, Client Experience at Cavell Risk, Inc in Toronto, ON, CA | Unifers