Client Solution Associate

5 months ago

Toronto, 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**:

- 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

Compensation and Benefits:
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.

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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