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Client Solutions Manager, Personal Insurance

4 months ago


Winnipeg, Canada Gallagher Full time

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 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures.

As a Client Solutions Manager on the Personal Insurance team at our Scurfield head office location you will be working directly with clients in delivering the world-class customer service Gallagher is so well known for. Whether that means guiding clients through their policy renewal cycle, handling policy changes, or resolving billing issues, you will get the opportunity to work through it all

How you will impact the business
- Supporting a designated portfolio of clientele, playing an essential 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, keeping abreast of new products and policy changes.

How you will impact the business
- Supporting a designated portfolio of clientele, playing an essential 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, keeping abreast of new products and policy changes.

What makes 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.
- Ability to work well under pressure with minimum supervision in a collaborative team environment.
- Comprehensive and effective verbal/written communication skills.
- Excellent time management and organization skills with the ability to multi-task between a variety of tasks, projects, and deadlines.
- 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 and Experience
- FOI & IWS Certification required.
- Level 1 license required.
- Secondary School Diploma.
- CAIB, CIP or CRM designations considered an asset.
- 1+ year of Personal Lines Broker experience required.
- Knowledge of EPIC an asset.

The Scurfield head office location is located at 100 Scurfield Blvd in Winnipeg.

Office hours are Monday through Friday during typical business hours.

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.