Client Solutions Manager, Private Client Services

3 weeks ago


Halifax, Nova Scotia, Canada Gallagher Full time
Job 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 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

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 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.
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 / 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.

What we can offer you

  • Competitive salaries and bonus plans
  • Medical & dental coverage to meet your household's needs
  • Life, Dependent Life and AD & D Insurance options
  • Pension & group savings plans
  • Employee stock purchase plan
  • Educational expense reimbursement
  • Employee assistance programs
  • Discounted gym membership
  • Opportunity for flexible work hours
  • Paid sick days & personal days,
  • Employee education recognition program
  • Employee referral bonus program and more

#LI-SS1 #LI-Hybrid



  • Halifax, Nova Scotia, Canada Gallagher Full time

    Job 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 MUFG Investor Services Full time

    Company 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...


  • Halifax, Nova Scotia, Canada Meridia Recruitment Solutions Full time

    Manager, 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...


  • Halifax, Nova Scotia, Canada Paladin Security Full time

    TYPICAL 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...


  • Halifax, Nova Scotia, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...


  • Halifax, Nova Scotia, Canada Dalhousie University Full time

    Position Details Position Information Position Title Client Services Plumber Department/Unit Facilities Management Location Halifax, Nova Scotia, Canada Posting Number FM Employee Group NSGEU Local 99 Position Type Regular, On-Going Duration of Contract (if applicable) Employment Type Full Time Full-time Equivalency (FTE Rate $31.20 per...


  • Halifax, Nova Scotia, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionThe Production & Risk Service group is looking for a Client Technology support analyst to help support and drive the operations of a group of complex Client Technology applications. This is an exciting opportunity to join a rapidly growing team supporting a stable but growing business at a major North American Bank.The overall group...

  • General Manager

    17 hours ago


    Halifax, Nova Scotia, Canada Meridia Recruitment Solutions Full time

    General ManagerHalifax, Nova ScotiaReference #JL-17751Universal Realty Group is a leading property management company in Halifax, known for quality apartments in great locations, top-tier commercial leasing services, and the landmark Lord Nelson Hotel & Suites. Universal Realty Group fosters a vibrant workplace culture that thrives on teamwork, employee...


  • Halifax, Nova Scotia, Canada Mariner Full time

    WHO WE ARE: Mariner innovates always and everywhere, turning novel ideas into practical solutions. From products and services to venture creation, we build better futures powered by people. Our purpose has always been to be a great, everlasting technology company for those who make an impact - elevating people, data, and technology in the best way to solve...


  • Halifax, Nova Scotia, Canada Meridia Recruitment Solutions Full time

    Job Title: Senior Project ManagerLocation: Halifax, Nova ScotiaTP-17781Over the past 75 years, RVA has evolved into an industry-leading organization comprising over 400 dedicated professionals. Recognized for its award-winning culture, RVA's passion permeates their work and environment.At RVA, diversity, expertise, and collaboration converge to shape...

  • Energy Specialist

    2 weeks ago


    Halifax, Nova Scotia, Nova Scotia, Canada Energy Network Services Inc. Full time

    Energy Network Services (ENS) is a national, well-known and respected Application Engineering Management Company. We lead in the provision of innovative and cost-effective lighting and lighting controls services for improving energy performance for commercial, industrial, and institutional facilities in the private and public sectors. Our expertise extends...


  • Halifax, Nova Scotia, Canada IMP Solutions Full time

    A workplace that's invested in your success. A team that truly values one another. You should be a part of our culture, too. Are you ready to expand your capabilities and join a team of talented and supportive IT experts? If so, IMP Solutions is right for you.At IMP Solutions, we provide IT products, and IT and business consulting services to our clients...

  • Operations Manager

    2 weeks ago


    Halifax, Nova Scotia, Nova Scotia, Canada Energy Network Services Inc. Full time

    Energy Network Services (ENS) is a national, well-known and respected Application Engineering Management Company. We lead in the provision of innovative and cost-effective lighting and lighting controls services for improving energy performance for commercial, industrial, and institutional facilities in the private and public sectors. Our expertise extends...

  • Project Manager

    1 month ago


    Halifax, Nova Scotia, Canada Smith + Andersen Full time

    Smith + Andersen is a trusted, Canadian, multi-disciplinary engineering firm with ten office locations in five provinces and approximately 700 employees. At Smith + Andersen, our employees contribute to some of the most innovative and sustainable building design projects in Canada. The work we do has meaningful impact on the community by contributing to...

  • Benefits Associate

    1 month ago


    Halifax, Nova Scotia, Canada Meridia Recruitment Solutions Full time

    Benefits Associate Halifax, NSReference # HL-18043We are excited to be recruiting a Benefits Associate on behalf of our client, a leading benefits & pension, financial planning and HR services consulting firm. The successful candidate's role will be to provide support of the client experience with the Practice Advisor and clients. In this position, you will...


  • Halifax, Nova Scotia, Canada Nova Scotia Health Authority Full time

    Req ID: 180124 Company: Nova Scotia Health Location: Provincial Department: Strategy, Performance and Analytics Type of Employment: Permanent Hourly FT (100% FTE) x 1 position(s) Status: Management/Non Union Position Posting Closing Date: 27-May-24 Nova Scotia Health is the largest provider of health services in Nova Scotia, with some specialized services...

  • Site Superintendent

    2 days ago


    Halifax, Nova Scotia, Canada Meridia Recruitment Solutions Full time

    Site SuperintendentHalifax, Nova ScotiaAM Meridia Recruitment Solutions has partnered with Black + Bru Construction Managers Inc. to recruit a Site Superintendent to join their team in Halifax, Nova Scotia.Black + Bru is part of the Bruno Group of Companies, which owns and operates several Halifax-based companies that aim to exceed the diverse needs of their...


  • Halifax, Nova Scotia, Canada Nova Scotia Health Authority Full time

    Req ID: 180345 Company: Nova Scotia Health Location: Central Zone, Halifax Infirmary Robie Street Entrance - QEII Department: NFS Distribution HI Type of Employment: Temporary Hourly FT long-assignment (100% FTE) x 1 position(s) Status: Management/Non Union Position Posting Closing Date: 15-May-24 Nova Scotia Health is the largest provider of health...


  • Halifax, Nova Scotia, Canada Meridia Recruitment Solutions Full time

    Job Title: Vice President of Operations & ConstructionLocation: Halifax, Nova ScotiaTP-17770For over 160 years, the Shaw Group has proudly built a trusted and well-managed business. The Shaw Group is the largest land developer and largest residential builder in the Atlantic region. As such, they are committed to fulfilling their obligation to assist with the...


  • Halifax, Nova Scotia, Canada Cognizant Technology Solutions Full time

    Senior .Net EngineerAt Cognizant, our global community sets us apart—an energetic, collaborative and inclusive workplace where everyone can thrive. And with projects at the forefront of innovation, you can build a varied, rewarding career and draw inspiration from dedicated colleagues and leaders. Cognizant is right where you belong.Role overviewWe are...