Client Solutions Manager, Private Client Solutions

IntroductionAt Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.   OverviewOur Private Client Solutions team is growing As the Client Solutions Manager, 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 Markham, Mississauga, London, Toronto & Stoney Creek. How you'll make an impactSupporting 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 youYou’re always able to prioritize effectively which allows you to exceed client expectations every timeWorking collaboratively and building relationships comes naturally to you, whether that’s with clients or colleagues - people love working with you, and you with them.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.3+ 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.Being in a fast-paced, dynamic environment brings out the best in you.Comprehensive and effective verbal/written communication skills.RIBO Licensing in good standing. Additional provincial licensing across canada considered a plus. #LI-SS1 #LI-Hybrid Compensation and benefitsOn 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 needsLife, Dependent Life and AD & D Insurance optionsRetirement savings including RRSP including a company match, TFSA, pension and moreEmployee Stock Purchase PlanOther benefits include:Educational expense reimbursementEmployee assistance programsDiscounted gym membership (GoodLife Fitness)Opportunity for flexible work arrangementsPaid sick days & personal daysEmployee education recognition programEmployee referral bonus programWe value inclusion and diversity Click Here to review our Canada Eligibility RequirementsInclusion 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. Artificial intelligence (AI) is not used to screen, assess or select applications for a position within Gallagher. Gallagher’s AI tool is used to assist in collecting information from the candidate, ask screening questions, and schedule interviews. However, the AI tool does not make any decisions with respect to any of the information, other than identifying candidates who may meet certain pre-determined qualifications.