Client Experience Manager, National Strategic Growth

3 weeks ago

Toronto, Ontario, Canada Gallagher Full time

About 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 protect them and fuel their futures.


At Gallagher, you can build a career whether it's with our brokerage division, our benefits and HR consulting division, or our corporate team.


Responsibilities:


The National Strategic Growth Team (SGT) is looking for a Client Experience Manager to augment and enhance the current National Strategic Growth Team with a dedicated focus on RFP's, Proposals, Bid Management and Key Account Support.

Reporting directly to the VP, SGT, this role of Associate, SGT will be to assist in the timely, accurate & impactful provision of RFPs, Proposals and Presentations; Practice-led Programs and; Key Account Support on a national basis.


This role encompasses SGT's RFP Bid Management process of both Defensive and Offensive RFPs and includes the national support of Gallagher Canada's Area Presidents in retaining existing and winning new business in line with Regional priorities.

The role will also include the collaborative and/or technical assistance towards prospect and key account presentations in coordination with national resources to the benefit of Gallagher's Canadian business.

Key Responsibilities

  • Producer and Area President support of RFPs from start to finish. This includes validation, document drafting and QA, technical writing and proposal design. Expectations may also include the dissemination of Public Tender RFPs on a regular basis. Work closely with associated Producers, Area Presidents and SGT Leaders to collect, collate and decipher data, response questions and content materials in line with the requirements of the bid and in the most impactful way. Project manage multiple opportunities and requests for sales support simultaneously prioritizing as required in line with the goals and objectives of the Canadian business.
  • Build relationships with National Teams including but not limited Legal, Operations, Finance, GBS, Specialty Practices, HR and Global Resources as required to fulfil the role's obligations. Ensure all materials produced are in line with corporate brand guidelines and are representative of the Gallagher Brand in Canada.
  • Work with SGT and/or Senior Leaders across the business to create sales or service content to support sales, growth and retention activities on a client by client or industry by industry basis Work closely with internal and external design resources to project manage the typesetting, design and print process of necessary sales collateral or presentation documents.
  • Clearly manage business expectations at all times, by communicating progress, informing VP SGT of progress and/or requirement for success and educating the business on SGT processes and appropriate timeframes.
  • Deliver a 'best in class' service to your clients the business by being professional, punctual and proactive. Other Responsibilities Include Carry out other duties as required to promote SGT as a bestinclass National Practice which may include but is not limited to; Technical Copywriting; Collaborative creation of Brochures, Sell Sheets & Thought Leadership; Systems & Technical Support to the Canadian Business around our CRM platform; Industry specific sales support and/or Specialty Practice Development Adhere to all compliance, legal, and risk directives, particularly with regards to Financial Promotions sign off, and Gallagher group standards for data protection, CASL etc. Comply with AJG Professional Standards Manual in accordance with statutory requirements.
Other duties as required include but is not limited to:

  • Client & Prospect Proposals or Presentations; Niche-Program Development Support; Analytical support through Gallagher's Drive platform and, collaboration with client facing sales collateral and/or thought leadership materials.
  • This role requires a solid level of insurance acumen to ensure optimal support of Gallagher's Regional and Area Presidents and VP, SGT.

Qualifications:
What Makes You Successful

  • Strong organizational and time management skills including the ability to work under a tight deadline with multiple projects.
  • Excellent interpersonal skills, including active listening, verbal and written communication with the ability to communicate effectively across levels of the organization. Builds rapport easily with colleagues.
  • Ability to work within a strong team while autonomous with deadline projects. Working within structured project methodology, project governance and reporting. Excellent planning skills and ability to anticipate future outcomes. Ability to meet consistently high quality standards while managing a variety of projects and deadline

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