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Client Solutions Manager, Private Client Solutions
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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 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-border services, or resolving billing issues. You will have the opportunity to work through it allWork Environment: Hybrid (Agile) – we offer remote work with in-office collaboration. 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 a 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 its 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.Compensation And BenefitsOn top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.Minimum core benefits (depending on 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 with 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 diversityWe are committed to inclusion and diversity. Gallagher is an equal opportunity employer and supports accommodations on request for candidates taking part in the selection process. Gallagher embraces diverse identities, experiences, and talents to better serve clients and communities. We live The Gallagher Way in all we do. We prohibit discrimination and provide equal employment opportunities regardless of race, color, religion, gender (including pregnancy status), sexual orientation, gender identity or expression, age, national origin, disability, or other protected characteristics as defined by law. AI is not used to screen or select applications; it assists in collecting information and scheduling interviews but does not make hiring decisions. #J-18808-Ljbffr