Client Solutions Manager, Private Client Services

1 week ago

Markham, Ontario, Canada Gallagher Full time
Overview

Our Private Client Solutions team is growing As the Client Solutions Manager reporting to the Vice President of Private Client Solutions, you will be working directly with clients in delivering the world-class customer service Gallagher is so well known for.

You will effectively be handling a Private Client book of business, guiding and advising clients through their policy renewal cycle, handling policy changes, cross boarder services, or resolving billing issues, you will get the opportunity to work through it all Work Environment:

Hybrid (Agile) – We, at Gallagher, enjoy the benefits of working remotely while also collaborating and interacting with each other in the office.

This position can be based out of Gallagher's office locations in London, Mississauga, Markham or Downtown Toronto How you'll make an impact Supporting a designated portfolio of clientele, playing a meaningful role in business retention and building upon customer relationships.

Analysis of accounts at renewal, taking the vital steps in placing coverage required by the client, re-marketing when required, building relationships with underwriters, 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.

Determine 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, staying ahead of new products and policy updates. About you Being in a fast-paced, dynamic environment brings out the best in you.

You're always able to prioritize effectively which allows you to exceed client expectations every time Working collaboratively and building relationships comes naturally to you, whether that's with clients or colleagues - people love working with you, and you with them.

Comprehensive and effective verbal/written communication skills.

Always maintaining a keen eye for detail comes easy and is key part of what has made you successful in your past roles.

Highly tech-savvy, with an ability to learn new systems, tools and processes. Knowledge and expertise of the High Net Worth markets and it's Underwriting appetite. 5+ years of experience working in Personal Insurance ideally within a Brokerage environment. 5+ years of Account Management experience working within Private Client Services. Pursuing or willingness to pursue relevant insurance certifications or education (i.e. CIP, CAIB, CRM) highly preferred. Knowledge of ARS and EPIC considered a strong asset. RIBO Licensing in good standing. Additional provincial licensing across canada considered a plus.

Secondary School Diploma, College or University Degree strongly preferred or equivalent working experience #LI-SS1 #LI-Hybrid 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 Paid Time Off to Volunteer Employee education recognition program Employee referral bonus program LifeWorks Employee Assistance Program Matching Gift 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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