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Client Solutions Manager
2 months ago
About the Role
As a Client Solutions Manager at Gallagher, you will be responsible for delivering exceptional customer service to our clients in the Personal Lines team. Reporting to the Director of Client Solutions, you will be working directly with clients to understand their needs and provide tailored solutions to meet their business objectives.
Key Responsibilities
- Support a designated portfolio of clients, playing a key role in business retention and building strong relationships with clients
- Review accounts at renewal, taking the necessary steps to place coverage required by the client, re-marketing when necessary, and adhering to binding authority set out by carriers
- Respond to client inquiries quickly and efficiently, maintaining a high level of customer satisfaction
- Identify upselling and cross-selling opportunities, driving the creation of quality leads, and working with Account Executives to bind clients
- Consistently act to upgrade insurance market knowledge, staying up-to-date with new products and policy changes
About You
We are looking for a highly motivated and organized individual who is able to prioritize effectively and exceed client expectations. You will be a collaborative team player who is able to build strong relationships with clients and colleagues alike. You will have excellent verbal and written communication skills, with a keen eye for detail and the ability to learn new systems, tools, and processes.
Requirements
- High school diploma or equivalent experience required, College or University Degree strongly preferred
- 2 to 3+ years of Personal Lines experience, ideally within a brokerage environment
- RIBO licensing in good standing
- Pursuing or willingness to pursue relevant insurance certifications or education (CIP, CAIB, CRM, etc) highly preferred
- Knowledge of EPIC considered a strong asset
What We Offer
At Gallagher, we offer a competitive salary, great teams, and exciting career opportunities. We also offer a wide range of benefits, including flexible medical and dental coverage, life insurance options, retirement savings, and employee assistance programs.