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Client Solutions Manager

2 months ago

Hamilton, Ontario, Canada Gallagher Full time
About the Role

As a Client Solutions Manager on the Personal Lines team at Gallagher, you will be responsible for running your own book of business and working directly with clients to deliver exceptional customer service.

Key Responsibilities:

  • Support a designated portfolio of clientele, playing a meaningful role in business retention and building upon customer relationships
  • Review accounts at renewal, taking vital 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 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, working with Account Executives in binding the client
  • Consistently act to upgrade insurance market knowledge, keeping abreast of new products and policy changes

About You

You will be a fast-paced, dynamic individual who excels in a collaborative environment. You will have:

  • Effective prioritization skills, allowing you to exceed client expectations every time
  • Strong verbal and written communication skills, with a keen eye for detail
  • Highly developed tech-savviness, with an ability to learn new systems, tools, and processes
  • A high school diploma or equivalent experience, with a 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

About Gallagher

Gallagher is a leading insurance brokerage firm that offers a wide range of benefits, including:

  • Flexible medical and dental coverage to meet your household's needs
  • Life, Dependent Life, and AD&D Insurance options
  • Retirement savings, including RRSP, TFSA, pension, and more
  • Employee Stock Purchase Plan
  • Other benefits, including educational expense reimbursement, employee assistance programs, discounted gym membership, and more