Client Solutions Associate

7 months ago


Markham, Canada Gallagher Full time

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.



  • Markham, Ontario, Canada Gallagher Full time

    Key ResponsibilitiesThe Client Solutions Associate will provide administrative and technical support to the Client Solutions Managers. The role involves setting up and maintaining client files, processing endorsements, and handling accounting activities. The successful candidate will demonstrate excellent organizational skills, attention to detail, and the...


  • Markham, Ontario, Canada Broadridge Financial Solutions Full time

    We are seeking an experienced Strategic Director of Client Solutions to join our team at Broadridge Financial Solutions. This is a hybrid role, which means you will have the flexibility to work from home and in the office.About the RoleThe Vice President, Issuer Services & Operations is responsible for planning and overseeing enterprise-level support and...


  • Markham, Canada Gallagher Full time

    Overview The purpose of this role is to provide administrative and technical service support to a team of Client Solutions Managers. The successful candidate will demonstrate the ability to work confidently in a fast-paced environment, and will be an effective communicator with both clients and staff. How you'll make an impact Set up and maintain client...


  • Markham, Canada Sentrex Distribution Inc. Full time

    **Position Type**: Full Time **Department**:Client Solutions **Work Location**:Markham, ON **Work Arrangement**: Hybrid (1-2 days/week in-office) **Work Hours**:Standard Business Hours Monday to Friday **Travel Required**: Occasionally A proudly Canadian company, Sentrex Health Solutions is a fully integrated specialty distributor and patient support...


  • Markham, Canada Gallagher Full time

    IntroductionIndulge 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...


  • Markham, Canada Gallagher Full time

    IntroductionIndulge 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...

  • Client Success Manager

    6 months ago


    Markham, Canada Metergy Solutions Inc. Full time

    **Role**: Client Success Manager **Status**: Full Time **Reports to**: Director, Client Management **Division**: Metergy Solutions, Inc. **Location**: Warden Office (Markham) The Client Success Manager role develops strong, positive, business-to-business relationships with a defined portfolio of clients. This is achieved through maintaining close client...

  • Associate Broker

    6 months ago


    Markham, Canada Brokerteam Insurance Solutions Inc. Full time

    Established in 2005, BrokerTeam Insurance offers personal and commercial insurance products. Our Mount Joy Branch is located in Markham. BrokerTeam Insurance provides service in a multitude of languages including English, Mandarin, Cantonese, Farsi, and Korean. BrokerTeam is the IBAO’s “Brokerage of the Year” winner in 2017 and Richmond Hill Board of...


  • Markham, Canada Gallagher Full time

    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...


  • Markham, Canada Gallagher Full time

    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...


  • Markham, Canada Metergy Solutions Inc. Full time

    **Role**: Client Success Coordinator **Status**: Full Time **Reports to**: Director, Client Success **Division**: Metergy Solutions, Inc. **Location**: Warden Office (Markham, ON) About Metergy Solutions Inc. (“Metergy”) Metergy is a portfolio company of Brookfield Infrastructure. Brookfield is one of the world’s largest investors, owners, and...


  • Markham, Canada Metergy Solutions Full time

    Markham, ON L6G 1B3, CanadaReq #1485Monday, November 4, 2024Role: Client Success ManagerStatus: Full TimeReports to: Director, Client SuccessDivision: Metergy Solutions, Inc.Location: Warden Office (Markham)The Client Success Manager role develops strong, positive, business-to-business relationships with a defined portfolio of clients. This is achieved...


  • Markham, Canada Metergy Solutions Inc. Full time

    About Metergy Solutions Inc. (“Metergy”) Metergy is a portfolio company of Brookfield Infrastructure. Brookfield is one of the world’s largest investors, owners and operators of infrastructure assets across the utilities, transport, energy, data and sustainable resources sectors. This sponsorship provides Metergy with access to large-scale capital,...


  • Markham, Canada TD Bank Full time

    **PIA Client Service Associate**: - 431048BR **Job Category - Primary** - Wealth Management **Work Location** - 220 Commerce Valley Drive West Corporate **Employment Type** - Regular **City** - Markham **Time Type** - Full Time **Province/State** - British Columbia, Ontario **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department...


  • Markham, Canada Metergy Solutions Inc. Full time

    About Metergy Solutions Inc. (“Metergy”) Metergy is a portfolio company of Brookfield Infrastructure. Brookfield is one of the world’s largest investors, owners and operators of infrastructure assets across the utilities, transport, energy, data and sustainable resources sectors. This sponsorship provides Metergy with access to large-scale capital,...

  • Client Revenue Analyst

    6 months ago


    Markham, Canada Metergy Solutions Inc. Full time

    About Metergy Solutions Inc. (“Metergy”) Metergy is a portfolio company of Brookfield Infrastructure. Brookfield is one of the world’s largest investors, owners and operators of infrastructure assets across the utilities, transport, energy, data and sustainable resources sectors. This sponsorship provides Metergy with access to large-scale capital,...


  • Markham, Ontario, Canada YONGE IT SOLUTIONS Full time

    Job DescriptionWe are seeking a highly skilled Digital Solutions Architect to join our team at YONGE IT SOLUTIONS. This role involves developing and integrating website-related code, creating website architecture, and designing business solutions.Key ResponsibilitiesConsult with clients to understand their needs and document website requirementsDesign and...


  • Markham, Canada Brown & Brown Insurance Full time

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown Canada has an exciting opportunity available for a Commercial Lines Customer Service Associate with our Markham team! WHAT YOU’LL DO: Present and meet with clients regularly to assess risk...


  • Markham, Canada Brown & Brown Insurance Full time

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown Canada has an exciting opportunity available for a Client Service Associate supporting our Personal Lines Team in Markham! WHAT YOU’LL DO: - Responsible for the day-to-day account management of an...


  • Markham, Ontario, Canada Sentrex Health Solutions Inc. Full time

    Senior .Net Software DeveloperWe are seeking a highly skilled Senior .Net Software Developer to join our team at Sentrex Health Solutions Inc. in Virtual Canada.About the OpportunityThis is an exceptional opportunity for a seasoned software professional to make a significant impact on our core CRM Health system and related applications. As a key member of...