Client Solutions Manager, Private Client Services
1 week ago
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.
OverviewOur Private Client Solutions team is hiring 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 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.
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.
- 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 / High Net Worth accounts.
- 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.
- Level 2 licensing in good standing. Additional provincial licensing across the Atlantic or willingness to acquire.
- Secondary School Diploma, College or University Degree strongly preferred or equivalent working experience. #LI-SS1 #LI-Hybrid
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.
#J-18808-Ljbffr
-
Halifax, Nova Scotia, Canada Gallagher Full timeOverviewOur Private Client Solutions team is currently seeking a Client Solutions Manager to join us.Working under the guidance of the Vice President of Private Client Solutions, you will be responsible for providing top-notch customer service to our clients.Manage a Private Client book of business, assist clients with policy renewals, policy changes, and...
-
Halifax, Nova Scotia, Canada Gallagher Full timeAbout Us: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...
-
Halifax, Nova Scotia, Canada Gallagher Full timeJob Description 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...
-
Client Solutions Manager, Private Client Services
2 months ago
Halifax, Nova Scotia, Canada Gallagher Full timeJob Description 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...
-
Halifax, Nova Scotia, Canada Gallagher Full timeJob Description 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...
-
Halifax, Nova Scotia, Canada Gallagher Full timeJob Description 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...
-
Manager of Client Relationship Managers
1 week ago
Halifax, Nova Scotia, Canada Arthur J. Gallagher & Co. (AJG) Full timeIndulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. 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. Our Private Client...
-
Director, Client Account Management
3 weeks ago
Halifax, Nova Scotia, Canada MUFG Investor Services Full timeCompany DescriptionMUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG – one of the largest banks in the world with $2.8 trillion in assets – we provide clients access to a range of leading solutions from fund administration, middle-office...
-
Director, Client Account Management
2 months ago
Halifax, Nova Scotia, Canada MUFG Investor Services Full timeCompany DescriptionMUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG – one of the largest banks in the world with $2.8 trillion in assets – we provide clients access to a range of leading solutions from fund administration, middle-office...
-
Manager, Finance Client Experience
2 months ago
Halifax, Nova Scotia, Canada Meridia Recruitment Solutions Full timeManager, Finance Client Experience & Comptroller Halifax, NSReference # HL-18079We have an amazing opportunity to work with an organization making a positive impact and true difference in our region. The IWK Health Centre (IWK) is an internationally recognized academic health sciences centre located in Halifax, Nova Scotia dedicated to the highest standards...
-
Manager, Finance Client Experience
3 weeks ago
Halifax, Nova Scotia, Canada Meridia Recruitment Solutions Full timeManager, Finance Client Experience & Comptroller Halifax, NSReference # HL-18079We have an amazing opportunity to work with an organization making a positive impact and true difference in our region. The IWK Health Centre (IWK) is an internationally recognized academic health sciences centre located in Halifax, Nova Scotia dedicated to the highest standards...
-
Client Solutions Manager, Middle Market
7 days ago
Halifax, Nova Scotia, Canada Arthur J. Gallagher & Co. Full timeAbout Us:Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by _The Gallagher Way_, our set of shared values and guiding tenets. A culture driven by our people, over 40,000 strong, serving our clients with customized solutions that will...
-
Director, Client Account Management
7 days ago
Halifax, Nova Scotia, Canada MUFG Investor Services Full timeJob DescriptionDevelop relationships with key decision makers and operations staff at our clients.Manage client relationships and act as escalation point for all client queriesOwn and manage incidents/errors end to end in a timely manner.Maintain a high level of client satisfaction and retention.Management and oversight of client specific SLA's and KPI...
-
Pia Client Service Associate
1 week ago
Halifax, Nova Scotia, Canada TD Bank Full timeWork Location:Halifax, Nova Scotia, CanadaHours:37.5Line of Business:TD WealthPay Details:Department Overview:TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.TD Private Investment Advice offers clients the chance...
-
Halifax, Nova Scotia, Canada MUFG Investor Services Full timeThe Supervisor/Manager, Private Markets will support and supervise the day-to-day administration and financial reporting service requirements for our Private Equity, Private Debt and Real Asset fund clients. These services will include all accounting and transaction administration for private market funds. The role will include the below key tasks.You Will:...
-
Client Service Manager
3 weeks ago
Halifax, Nova Scotia, Canada Paladin Security Full timeTYPICAL DUTIES & RESPONSIBILITIES: Ensures all staff within his/her portfolio has adequate training based on industry, corporate and client standards. Provides motivational and disciplinary discussions with all staff assigned within the portfolio as needed. Ensures all sites have up to date and complete Site Orders both in hard copy on site and in digital...
-
Client Service Manager
1 month ago
Halifax, Nova Scotia, Canada Paladin Security Full timeTYPICAL DUTIES & RESPONSIBILITIES: Ensures all staff within his/her portfolio has adequate training based on industry, corporate and client standards. Provides motivational and disciplinary discussions with all staff assigned within the portfolio as needed. Ensures all sites have up to date and complete Site Orders both in hard copy on site and in digital...
-
Client Services Manager
1 week ago
Halifax, Nova Scotia, Canada Shannex Full timeIf you take pride in being compassionate, honest, professional, and safe, consider an exciting and rewarding career at Shannex. Our communities offer more than a place to work - they welcome and celebrate Great People who inspire meaningful connections while Leading the Way to Better Living.We are searching for a Client Services Manager to join our Parkland...
-
Senior Fund Accountant, Private Markets
1 week ago
Halifax, Nova Scotia, Canada MUFG Investor Services Full timeCompany Description About MUFG Investor Services: MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG – one of the largest banks in the world with $ trillion in assets – we provide clients access to a range of leading solutions from fund...
-
Halifax, Nova Scotia, Canada MUFG Investor Services Full timeCompany Description MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG – one of the largest banks in the world with $ trillion in assets – we provide clients access to a range of leading solutions from fund administration, middle-office...
