Client Solution Associate, Surety
2 months ago
Overview
As the Client Solutions Associate, Surety, reporting to the Director of Client Solutions, you will assist Client Solutions Managers in the overall branch and the Atlantic region operational workflow process. You will build documents using word processing equipment, which include letters, memos, forms, reports, dictation, certificates of insurance and bonds. In partnership with the rest of the team, you will deliver tailored bonding and insurance solutions to our clients, for securing contracted work. Work Environment Hybrid (Agile) – We at Gallagher enjoy the benefits of working remotely while also collaborating and interacting with each other in the office. How you'll make an impact Supporting a designated portfolio of Surety clientele, playing a meaningful role in business retention and ultimately ensuring clients have a flawless bonding experience Update documents using internal systems, including company portals, and preparing new bonding documents and endorsements under the mentorship of the team Aid in the preparation of invoices, certificates of insurance and letters of insurance undertaking, with the direction from the team Collaborating in the creation of client presentations, preparing RFPs and further strengthening relationships with our Surety partners Continue to build Surety and Insurance subject matter expertise and upgrading your skills and knowledge through practice and education on relative coverage lines, insurance products and client management systems Determine areas of opportunity for operational improvement, making full use of available technology and other Gallagher resources About you Secondary School Diploma, College or University Degree strongly preferred or equivalent work experience Broker's License or willingness to obtain 1-2 years of professional work experience required. Experience in an Insurance Brokerage, Surety or Customer Facing Environment highly preferred With a passion for acquiring new skills and tackling new challenges, you seek a role where you will not only learn the business of Surety, but will also be able to have an immediate impact 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 surety clients or colleagues - people love working with you, and you with them Surety is a highly technical and financial field, but that complements your keen eye for detail – always being able to maintain the highest level of accuracy in your work Highly tech-savvy, with an ability to learn new systems, tools and processes #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 Paid Time Off to Volunteer Employee education recognition program Employee referral bonus program LifeWorks Employee Assistance Program Matching Gift Program-
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