Client Solutions Manager, Private Client Services
4 days ago
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 a Client Solutions Manager on the Private Client Service Team, you will be working directly with clients in delivering the world-class customer service Gallagher is so well known for. The Client Solutions Manager will effectively be handling a Private Client book of business, guiding clients through their policy renewal cycle, handling policy changes, or resolving billing issues, you will get the opportunity to work through it all
How You Will Impact 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.
What Will Make 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.
Education & Experience
- 5+ years of experience working in Personal Insurance ideally within a Brokerage environment.
- 3+ years of Account Management experience within Private Client Services.
- Pursuing or willingness to pursue relevant insurance certifications or education (i.e. CIP, CAIB, CRM) highly preferred.
- Knowledge of ARS and EPIC considered a strong asset.
- RIBO Licensing in good standing.
- Secondary School Diploma required, College or University Degree strongly preferred.
Office & Remote Work Arrangements
This role offers flexibility of a hybrid work environment and can be based out of Gallagher's London, Markham, Stoney Creek, Mississauga, and Toronto offices.
What We Can Offer You
Gallagher offers competitive salaries and benefits plans. We offer benefits, including; medical/dental, life & dependent life, AD & D, pension/group savings plan, employee stock purchase plan, educational expense reimbursement, employee assistance programs, discounted gym membership, opportunity for flexible work hours, paid sick days, personal days, employee education recognition program, employee referral bonus program and more.
LI-SS1 #LI-Hybrid
-
Client mystère/cliente mystère joliette
3 weeks ago
Joliette, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern, Canada C3 Client Satisfaction inc Full timePionnière dans le contrôle de la qualité du service à la clientèle, depuis 1997, C3 Client Satisfaction est une agence québécoise qui se spécialise dans la recherche de satisfaction client sur le terrain par les audits, les enquêtes et les entrevues clients pour tous les types de commerces de détail et de service, à travers le Canada.Nous offrons...
-
Private Trust Client Service Associate
4 weeks ago
London, Canada TD Full timeJob Overview As a Private Trust Client Service Associate, you will provide consistent administrative, analytical and service support to our Trust Officers and Private Trust Managers and serve as a secondary contact for the clients of these relationship managers. Location & Compensation Work Location: London, Ontario, Canada Hours: 37.5 hours per week Line Of...
-
Private Trust Client Service Associate
3 weeks ago
London, Canada TD Full timeJob Overview As a Private Trust Client Service Associate, you will provide consistent administrative, analytical and service support to our Trust Officers and Private Trust Managers and serve as a secondary contact for the clients of these relationship managers. Location & Compensation Work Location: London, Ontario, Canada Hours: 37.5 hours per week Line Of...
-
Private Trust Client Service Associate
4 weeks ago
London, Canada TD Full timeJob Overview As a Private Trust Client Service Associate, you will provide consistent administrative, analytical and service support to our Trust Officers and Private Trust Managers and serve as a secondary contact for the clients of these relationship managers. Location & Compensation Work Location: London, Ontario, Canada Hours: 37.5 hours per week Line Of...
-
Clarenceville, Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwes, Canada C3 Client Satisfaction inc Full timeClient mystère/cliente mystère st-georges de beauceJoin to apply for the Client mystère/cliente mystère st-georges de beauce role at C3 Client Satisfaction incDescription de l'entrepriseC3 Client Satisfaction est une agence québécoise qui se spécialise dans la recherche de satisfaction client sur le terrain par les audits, les enquêtes et les...
-
Private Trust Client Service Associate
3 days ago
London, Canada TD Securities Full time5 days ago – Be among the first 25 applicants. Get AI‑powered advice on this job and more exclusive features. Work Location London, Ontario, Canada Hours 37.5 Line Of Business TD Wealth Pay Details $52,700 - $74,400 CAD. TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill...
-
Private Trust Client Service Associate
3 days ago
London, Canada TD Securities Full time5 days ago – Be among the first 25 applicants. Get AI‑powered advice on this job and more exclusive features. Work Location London, Ontario, Canada Hours 37.5 Line Of Business TD Wealth Pay Details $52,700 - $74,400 CAD. TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill...
-
Private Trust Client Service Associate
2 weeks ago
London, Ontario, Canada TD Full time $52,700 - $74,400Work Location:London, Ontario, CanadaHours:37.5Line of Business:TD WealthPay Details:$52,700 - $74,400 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed...
-
Private Trust Client Service Associate
2 weeks ago
London, Ontario, Canada TD Full time $52,700 - $74,700 per yearWork Location:London, Ontario, CanadaHours:37.5Line of Business:TD WealthPay Details:$52,700 - $74,400 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed...
-
Private Trust Client Service Associate
1 week ago
London, Canada The Toronto-Dominion Bank (Canada) Full timeDescription :Are you revered for your attention to detail and seamless service delivery to both client and your relationship manager? If so, then this can be a perfect for you. As Private Trust Client Service Associate, you will provide consistent administrative, analytical and service support to our Trust Officers and Private Trust Managers. Just as...
