Client Solutions Associate

1 week ago


Halifax, Nova Scotia, Canada Gallagher Full time
About the Role

The Client Solutions Associate will provide administrative and technical service support to a team of Client Solutions Managers. As a key member of our team, you will be responsible for setting up and maintaining client files, processing endorsements, and requesting new business and renewals. You will also handle accounting activities, claims, and insurance company portals.

Key Responsibilities

  • Set up and maintain client files
  • Process endorsements and mid-term changes to policy
  • Request and/or process new business and renewals
  • Request all Invoicing, binders, and cover letters
  • Prepare certificates of insurance and complete post-placement checklist with sign-off from CSM
  • Prepare and distribute automobile pink slips as required
  • Handle accounting activities for team
  • Claims – responsible for reporting claims and follow-up for adjuster contact information
  • Insurance Company portals – access various Insurance Company portals to obtain insurance policy documents
  • Prepare and maintain schedules of insurance and check policy documents for accuracy

About You

  • Excellent computer skills, MS Excel, MS Word, MS PowerPoint
  • Extremely well-organized and able to meet deadlines
  • Accurate and detail-oriented
  • Ability to work well with team and others
  • French business fluency is required
  • RIBO license an asset but not mandatory

What We Offer

Gallagher offers a competitive salary, great teams, and exciting career opportunities. We also provide a wide range of benefits, including flexible medical and dental coverage, life insurance, retirement savings, and employee stock purchase plan. Other benefits include educational expense reimbursement, employee assistance programs, discounted gym membership, and paid time off to volunteer.

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