Client Solutions Manager
3 weeks ago
- Review of documentation for routine policy changes, additions, deletions, renewals or cancellations
- Researches and investigates information to enable strategic decision making
- Preparation of all client-facing documentation including invoices and certificates of insurance
- Preparing client service summaries, program reports and client survey information for review
- Interpret instructions and issues, then implement actions according to policies and procedures
- Administration of client renewal process
- Supports one or more Producers and/or Account Executives and is the first line of contact when the Producer or Account Executive is not available.
- Coordinates appropriate resources to address the client's risk management needs.
- Level II Alberta License is preferred; additional designations and certifications such as CAIB, CIP etc are of definite benefit but not mandatory
- Previous insurance knowledge, particularly related to an Energy practice, and experience managing client relationships
- Proficiency in Microsoft Office required; preference to candidates with intermediate to advanced Excel skills
- Proficient in using technology as a tool to enhance productivity and quality of work
- Strong written and verbal communication skills in English are required
- Proven success with comfortably engaging others in consultative discussion
- Successful track record of balancing multiple and sometimes competing priorities
- Works in a self-directed manner while also being successful at working collaboratively.
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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