Client Solutions Manager, Private Client Services
1 day 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
-
London, Canada Gallagher Full timeGallagher 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...
-
Private Trust Client Service Associate
4 weeks 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
4 weeks 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 timeWork 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
3 weeks ago
London, Canada TD Securities Full timePrivate Trust Client Service Associate - Indigenous Trust TD Securities is recruiting for a Private Trust Client Service Associate focused on Indigenous Trust Services (ITS). The role is based in London, Ontario, Canada and is a full‑time, entry‑level position. Work Location London, Ontario, Canada Hours 37.5 hours per week Pay Range $52,700 – $74,400...
-
Private Trust Client Service Associate
3 weeks ago
London, Canada TD Securities Full timePrivate Trust Client Service Associate - Indigenous Trust TD Securities is recruiting for a Private Trust Client Service Associate focused on Indigenous Trust Services (ITS). The role is based in London, Ontario, Canada and is a full‑time, entry‑level position. Work Location London, Ontario, Canada Hours 37.5 hours per week Pay Range $52,700 – $74,400...
-
Client Solutions Associate
1 day ago
London, Canada Arthur J. Gallagher & Co. Full timeAbout 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...
-
Client Solutions Associate
1 week ago
London, 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...
-
Program Coordinator, Client Services
2 weeks ago
London, Canada Ascend Fundraising Solutions Full time**WHO WE ARE** Founded in 2010, Ascend Fundraising Solutions online and in-venue fundraising platform and solutions have been used by some of the world’s most notable non-profit organizations such as United Way, Vancouver Canucks Foundation, Canadian Olympic Foundation, Canadian Institute for the Blind, Kansas City Chiefs Foundation, Boston Red Sox...
-
Client Solutions Manager, Personal Insurance
9 hours ago
London, Canada Gallagher Full timeClient Solutions Manager, Personal Insurance Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client‑centric suite of consulting tools making it easier for you to meet your clients where they...
