Account Manager, Energy

GallagherCalgary, AB
Hybrid

About The Position

The role of the Account Manager is to provide partnership to the Sales Leader in the servicing, retention and growth of a group of clients. Position also liaises with insurance companies resulting in maintaining and exceeding the service standards of Gallagher Energy Risk Services. In addition, an Account Manager will participate in client facing meetings, insurer negotiations and promotion of existing and additional products and services. Business analysis and reporting in addition to assuming various projects to support the achievement of the departmental goals and objectives is also a function of this role.

Requirements

  • Minimum of 5 years relevant insurance industry experience
  • University degree, college diploma or equivalent experience required
  • Local insurance license required
  • Consistently demonstrated ability to handle marketing of complex accounts, including negotiation of all accounts in portfolio
  • Consistently demonstrated thorough knowledge of professional liability with a demonstrated willingness to learn other lines of
  • Consistently demonstrated ability and willingness to handle many aspects of the Sales Leader client facing duties in his/her absence
  • Consistently demonstrated ability to work on own initiative including suggestion and implementation of efficiencies to increase productivity of team
  • Consistently demonstrated commitment to promotion of new business sales within team
  • Consistently demonstrated ability and willingness to train more junior staff members
  • Strong analytical, organization and time management skills
  • Excellent interpersonal, written and verbal communication skills
  • Strong team player – ability to adapt to, and work cooperatively with, various individuals
  • Strong analytical, organization and time management skills
  • Self-starter with high level of initiative
  • Proactive in identifying opportunities and developing solutions
  • Creative / out of the box thinking
  • Ability to work well under pressure with minimum supervision in a team environment
  • Exceptional computer and technical skills including proficiency in Microsoft office products
  • Able to adapt quickly to change
  • Demonstrated ability to re-prioritize as required
  • Ability to identify and analyze client risk exposures
  • Ability to multi-task in a fast-paced environment

Nice To Haves

  • CIP, FCIP, CRM, or CAIB an asset or the or willingness to continue their education to reach designation
  • Client service and/or advocacy experience an asset

Responsibilities

  • Markets all New business and renewals (that require re-marketing)
  • Binds accounts/coverages with insurer
  • Negotiate terms/conditions with company, prepares binders and sends to client and insurer to request issuance of policy
  • Meet with or discuss with client any additional underwriting information necessary for placement of new business and/or renewals
  • Provide confirmation to the insurance company of the client’s acceptance of renewal rates
  • At the discretion of the Sales Leader handle renewal negotiations with insurers based on complexity and/or expertise
  • Provide detailed summary of terms and pricing negotiated with recommendations for additional coverages and placement of all accounts handled
  • At the direction of the Sales Leader, attend client meetings to gather renewal information and participate in renewal negotiation/presentation meetings either in conjunction with Sales Leader or on their own
  • At the discretion of the Sales Leader, attend conferences to aid in retention and new business opportunities of various programs
  • Working with the Sales Leader, develop and implement new business and program opportunities
  • Maintain professional relationships with key insurers to ensure maximization of new business growth and retention opportunities
  • Collaborate with sales and operations to provide guidance and technical resources in the preparation and response of qualified RFP’s as required.
  • Attend appropriate industry functions.
  • Special projects as assigned

Benefits

  • 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
  • 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
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