Client Solutions Associate
2 weeks ago
About Us:
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.
**Responsibilities**:
**Responsibilities**:
- Set up and maintain client files
- Process endorsements mid-term changes to policy
- Request and/or process new business and renewals
- Request all Invoicing, binders and cover letters
- Prepare certificates of insurance and complete post placement checklist with sign off from CSM Invoicing and completing premium financing contracts
- Prepare and distribute automobile pink slips as required
- Handle accounting activities for team
- Claims - responsible for reporting claims and f/u for adjuster contact information (where claims support does not exist)
- Insurance Company portals - access various Insurance Company portals to obtain insurance policy documents.
- Prepare and maintain schedules of insurance and check policy documents for accuracy
Qualifications:
- Excellent computer skills, MS Excel, MS Word, MS PowerPoint
- Extremely well organized & able to meet deadlines
- Accurate and detail oriented
- Ability to work well with team and others
- RIBO license an asset but not mandatory
**What We Can Offer You**:
Gallagher offers competitive salaries and bonus plans. We offer benefits, including; medical/dental, life & dependent life, AD & D, pension/group savings plan, 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.
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