Client Solutions Manager, Personal Lines

4 days ago


Calgary, Canada Gallagher Full time

**Introduction**

Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management.

**Overview**

Are you an experienced insurance professional eager to advance your career and make a meaningful impact? Join our** Personal Lines** team as a **Client Solutions Manager**, where you'll have the opportunity to hone your skills and contribute significantly to our business.

In this role, you'll focus on servicing and existing book of business engaging with both new and existing clients in the insurance sector. You'll thrive in a supportive and collaborative team environment, working alongside colleagues to achieve shared goals and drive business success.

Work Environment Hybrid (Agile) - We at Gallagher enjoy the benefits of working remotely while also collaborating and interacting with each other in the office. This position can be based out of Gallagher's **Calgary** or **Edmonton** locations in Alberta.

**How you'll make an impact**
- Supporting a designated portfolio of clientele, playing a meaningful role in business retention and building upon customer relationships.
- Analyze 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 acting to upgrade insurance market knowledge, staying ahead of new products and policy changes.

**About you**
- Ideally, 5 years of experience in the insurance industry within a brokerage environment.
- Required licenses for provincial jurisdictions, along with ongoing management of continuing education hours.
- A proven ability to attract and retain Retail & High net worth clients.
- Strong analytical, organizational, and time management skills.
- Demonstrated leadership capabilities.
- A commitment to continuous learning through educational opportunities and collaboration with colleagues.
- Proficiency in Microsoft Office Suite and Adobe products.

**Preferred Qualifications**:

- Experience in client service and advocacy.
- Strong communication and interpersonal skills with clients and colleagues.
- Ability to work effectively within a team to achieve shared goals.
- A solution-oriented mindset with strong problem-solving skills and the ability to develop innovative approaches.
- Experience in EPIC is an asset.
- AB Level 2 Insurance license is mandatory.
- Friendly and personable demeanor.
- High degree of initiative and agency.
- Experience in managing a diverse book of business.
- Attention to detail.
- Intermediate knowledge of personal lines coverages, with the ability to answer a broad range of questions and assist clients in identifying insurance needs.

LI-SS1 #LI-Hybrid

**Compensation and benefits**
On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Below are the **minimum core benefits** you’ll get, depending on your job level these benefits may improve:

- Flexible medical & dental coverage to meet your household's needs
- Life, Dependent Life and AD & D Insurance options
- Retirement savings including RRSP including a company match, TFSA, pension and more
- Employee Stock Purchase Plan

**Other benefits include**:

- Educational expense reimbursement
- Employee assistance programs
- Discounted gym membership (GoodLife Fitness)
- Opportunity for flexible work arrangements
- Paid sick days & personal days
- Employee education recognition program
- Employee referral bonus program

**We value inclusion and diversity**

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (whi



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