Client Solutions Manager

Gallagher


Date: 2 weeks ago
City: Waterloo, ON
Contract type: Full time
Introduction

Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management.

We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.

Overview

Client Solutions Manager you will be working directly with our clients in delivering the world-class customer service Gallagher is so well known for. This means guiding clients through their policy renewals, handling policy changes, resolving billing issues and interfacing with insurers.

Assists Account Manager, Account Executives, Producers, Brokers in servicing designated group of clients or book of business as it relates to marketing, claims, administration, and sales. Typically assigned to accounts having less complex needs with no renewal goals associated with assigned accounts. Under direction of more senior staff, provides administrative support to an assigned group of clients. Resolves customer service inquiries that require research and interactions with carriers or agents. Generally requires assistance when resolving more complex problems. Day-to-day client contacts are generally mid- or lower-level client staff and contact with clients. Responds to client questions and maintains a log of conversations. Markets new and renewal accounts according to company procedures. Evaluates all proposals to include in spreadsheets. Prepares renewals and client information presentations and assists in preparing RFP responses. May provide guidance and direction to Customer Service Reps or administrative support.

How You'll Make An Impact

  • Supporting a designated portfolio of clientele, playing the lead role in business retention and continually building upon customer relationships.
  • Review accounts at renewal, taking the necessary steps in placing coverage required by the client, re-marketing when required, adhering to binding authority set out by carriers.
  • Respond to client inquiries quickly and efficiently, maintaining the quick turnaround time for any actions required on behalf of the client.
  • Identify upselling and cross-selling opportunities, driving the creation of quality leads, working with Account Executives in binding the client.
  • Consistently acting to upgrade insurance market knowledge, keeping abreast of new products and policy changes.
  • Work with Account Executives on cross-selling opportunities and accessing resources within Gallagher

About You

  • Secondary School Diploma required, College or University Degree preferred.
  • 3+ years of Insurance Brokering experience required.
  • Active and in good standing RIBO License required.
  • CAIB, CIP, CIM or other relevant certifications/designations strongly preferred.
  • Knowledge of EPIC considered an asset.

Compensation And Benefits

On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

  • Flexible medical & dental coverage to meet your household's needs
  • Life, Dependent Life and AD & D Insurance options
  • Retirement savings including RRSP including a company match, TFSA, pension and more
  • Employee Stock Purchase Plan

Other benefits include:

  • Educational expense reimbursement
  • Employee assistance programs
  • Discounted gym membership (GoodLife Fitness)
  • Opportunity for flexible work arrangements
  • Paid sick days & personal days
  • Employee education recognition program
  • Employee referral bonus program

We value inclusion and diversity

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

We are an equal opportunity employer which values diversity in the workplace and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

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