Customer Relationship Management Specialist

4 weeks ago


Manitoba, Canada Client Solutions Manager, Autopac Insurance - Gallagher Full time
Client Solutions Manager, Autopac Insurance - Gallagher

As a Client Solutions Manager at Autopac Insurance - Gallagher, you will play a vital role in delivering exceptional customer service to our Auto clients. Your primary responsibility will be to work closely with clients to understand their insurance needs and provide tailored solutions to meet those needs.

Key Responsibilities:
  • Support a designated portfolio of clientele, focusing on business retention and building strong customer relationships.
  • Review accounts at renewal, ensuring accurate coverage and re-marketing when necessary, adhering to binding authority set by carriers.
  • Identify opportunities for upselling and cross-selling, driving the creation of quality leads and collaborating with Account Executives to secure client bindings.
  • Stay up-to-date with new insurance products and policy changes, applying this knowledge to enhance client experiences.
  • Manage the reception area, maintaining a professional image and providing exceptional customer service.
  • Utilize excellent time management and organization skills to multitask between various tasks, projects, and deadlines.
Requirements:
  • 1-2 years of experience in Auto insurance, preferably in a brokerage environment.
  • Level 1 licensing considered a strong asset for the role.
  • CAIB, CIP, or CRM designations considered an asset for the role.
  • Knowledge of EPIC an asset.


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