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Client Solutions Manager, Auto Insurance
2 months ago
About the Role
As a Client Solutions Manager, reporting to the Team Lead, you will be working directly with Auto clients in delivering exceptional customer service. Whether that means guiding clients through their policy renewal cycle, handling policy changes, or resolving billing issues, you will get the opportunity to work through it all
This role will also provide reception relief when needed. You will be based out of Gallagher's office location, where you will work collaboratively with colleagues to support a designated portfolio of Auto clientele.
Key Responsibilities
- Support a designated portfolio of Auto clientele, playing a meaningful role in business retention and building upon customer relationships.
- Review accounts at renewal, taking the 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 the 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, staying on top of new products and policy changes.
About You
- You are in a fast-paced, dynamic environment and are able to prioritize effectively, allowing you to exceed client expectations every time
- You are able to work well under pressure with minimum supervision in a collaborative team environment.
- You have comprehensive and effective verbal/written communication skills.
- You have excellent time management and organization skills with the ability to multi-task between a variety of tasks, projects, and deadlines.
- You have a keen eye for detail and are highly tech-savvy, with an ability to learn new systems, tools, and processes.
Requirements
- 1 to 2 years of experience in Auto insurance, ideally working in a brokerage environment.
- FOI & IWS Certification required.
- 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.
