Client Solutions Manager, Personal Lines Specialist

1 week ago


Dorchester, Ontario, Canada Gallagher Full time

About the Role


We are seeking a skilled Client Solutions Manager to join our Personal Lines team at Gallagher. This is a fantastic opportunity to work with a diverse group of clients and develop your expertise in risk management.



Key Responsibilities



  • Manage a portfolio of clients and develop strong relationships to drive business growth and retention.
  • Analyze client accounts at renewal and place coverage that meets their needs, re-marketing when necessary and adhering to carrier binding authority.
  • Respond to client inquiries promptly and efficiently, maintaining a quick turnaround time for any actions required.
  • Identify upselling and cross-selling opportunities, creating quality leads and working with Account Executives to bind clients.
  • Stay up-to-date on new insurance products and policy changes to consistently improve market knowledge.


Requirements



  • 2+ years of Personal Lines Account Management experience, preferably in a Brokerage environment.
  • RIBO licensing in good standing.
  • Pursuing or willingness to pursue relevant insurance certifications or education (i.e. CIP, CAIB, CRM, etc) highly preferred.
  • Knowledge of EPIC an asset.
  • Secondary School Diploma required, College or University Degree strongly preferred.


What We Offer


In addition to a competitive salary, our team members enjoy a comprehensive benefits package, including medical and dental coverage, life insurance, retirement savings, and employee stock purchase plan. We also offer educational expense reimbursement, employee assistance programs, and a range of other benefits to support your well-being and career growth.



Our Commitment to Inclusion and Diversity


Gallagher is an equal opportunity employer that values diversity in the workplace. We are committed to creating an inclusive environment where everyone feels valued and respected. We believe that a diverse and inclusive workforce is essential to our success and the delivery of exceptional service to our clients.



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