Client Solutions Manager, Private Client Services

2 months ago

Toronto, Canada Gallagher Full time

About Us:
Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by _The Gallagher Way_, our set of shared values and guiding tenets. A culture driven by our people, over 40,000 strong, serving our clients with customized solutions that will protect them and fuel their futures.

At Gallagher, you can build a career whether it’s with our brokerage division, our benefits and HR consulting division, or our corporate team.

Overview:
As a Client Solutions Manager on the Private Client Service Team, you will be working directly with clients in delivering the world-class customer service Gallagher is so well known for. The Client Solutions Manager will effectively be handling a Private Client book of business, guiding clients through their policy renewal cycle, handling policy changes, or resolving billing issues, you will get the opportunity to work through it all

**Responsibilities**:
How You Will Impact The Business
- Supporting a designated portfolio of clientele, playing a meaningful role in business retention and building upon customer relationships.
- Review accounts at renewal, taking the necessary steps in placing coverage required by the client, re-marketing when required, 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.
- Identify 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 changes.

Qualifications:
What Will Make You Successful
- Being in a fast-paced, dynamic environment brings out the best in you.
- You’re always able to prioritize effectively which allows you to exceed client expectations every time
- Working collaboratively and building relationships comes naturally to you, whether that’s with clients or colleagues - people love working with you, and you with them.
- Comprehensive and effective verbal/written communication skills.
- 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.

Education & Experience
- 5+ years of experience working in Personal Insurance ideally within a Brokerage environment.
- 3+ years of Account Management experience 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.
- RIBO Licensing in good standing.
- Secondary School Diploma required, College or University Degree strongly preferred.

Office & Remote Work Arrangements

This role offers flexibility of a hybrid work environment and can be based out of Gallagher's London, Markham, Stoney Creek, Mississauga, and Toronto offices.

What We Can Offer You

Gallagher offers competitive salaries and benefits 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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