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Client Service Manager
2 months ago
About the Role
As a Client Solutions Manager on the Private Client team at Gallagher, you will be responsible for managing a longstanding and valued book of business, working directly with clients to deliver exceptional client service excellence. Your role will involve guiding clients through their policy renewal cycle, handling policy changes, and resolving billing issues, among other responsibilities.
Key Responsibilities
- Support a designated portfolio of clientele, playing a meaningful role in business retention and building upon customer relationships.
- Design and place coverage for collections, high limit liability, automobile, yacht, and cyber/personal security.
- Analyze accounts at renewal, taking vital steps in placing coverage required by the client, re-marketing when required, and adhering to binding authority set out by carriers.
- Respond to client inquiries quickly and efficiently, maintaining a quick turnaround time for any actions required on behalf of the client.
- Identify upselling and cross-selling opportunities, driving the creation of quality leads, and working with Account Executives in binding the client.
- Consistently act to upgrade insurance market knowledge, staying ahead of new products and policy changes.
About You
We are looking for a highly motivated and organized individual who is able to prioritize efficiently and exceed client expectations every time. You will be working collaboratively and building relationships with clients and colleagues, and maintaining a keen eye for detail is essential for success in this role.
Requirements
- 2+ years of Private Client specific Account Management experience, preferably in a Brokerage environment.
- Level 2 BC license in good standing.
- Pursuing or willingness to pursue relevant insurance certifications or education (CIP, CAIB, CRM, etc) highly preferred.
- Knowledge of EPIC an asset.
- Secondary School Diploma required, College or University Degree strongly preferred.
What We Offer
On top of 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 more.
