Client Solutions Manager
5 days ago
About Us:
Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 40,000 strong, serving our clients with customized solutions that will protect them and fuel their futures.
As a member of our global brokerage team, you’ll help our clients address risk, protect assets and recover from losses.
Overview:
Gallagher is a global leader in insurance, risk management and consulting services. We help businesses
grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of
shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients
with customized solutions that will protect them and fuel their futures.
As the Client Solutions Manager on the Auto Team, you will be working directly with clients in
Delivering the world-class customer service Gallagher is so well known for. 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
The Client Solutions Manager also serves as a back up to our reception area. You will be the first point of
Contact for our clients, greeting and directing them to the appropriate departments.
This position is based out of Gallagher's Winnipeg head office which is located at 100 Scurfield Blvd.
**Responsibilities**:
How You Will Affect the Business
- Supporting a designated portfolio of clientele, playing an essential role in business retention and
building upon customer relationships.
- Review accounts at renewal, taking the necessary 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, keeping abreast of new products and
policy changes.
- Answering phones and directing calls, receiving and sending mail/couriers, directing incoming
faxes, printing and scanning paperwork for staff, keeping track of inventory and ordering general
office supplies.
What Makes You Successful
- Being in a fast-paced, dynamic environment brings out the best in you. You’re always able to
prioritize effectively which allows you to exceed client expectations every time
- Working collaboratively and building relationships comes naturally to you, whether that’s with
clients or colleagues - people love working with you, and you with them.
- Comprehensive and effective verbal/written communication skills.
- Always maintaining a keen eye for detail comes easy and is key part of what has made you
successful in your past roles.
- Highly tech-savvy, with an ability to learn new systems, tools and processes.
Qualifications:
- FOI / IWS Certified considered an asset.
- Level 1 License an asset.
- Secondary School Diploma required.
- CAIB, CIP or CRM designations considered an asset.
- Personal Lines Broker experience an asset.
- Prior client facing experience ideally in financial services.
- Knowledge of EPIC an asset.
- If unlicensed, successful completion of Level 1 Insurance License within 3 months of start date must be obtained.
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