Account Manager

Gallagher•Saanich, BC

36d•Hybrid

About The Position

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 want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher. We believe that every candidate brings something special to the table, including you! We currently have an existing vacancy within our organization, so, even if you feel that you’re close but not an exact match, we encourage you to apply. 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 Arthur J. Gallagher. 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 3 years relevant insurance industry experience
Level 2 Licensed
Consistently demonstrated ability to handle marketing of accounts, including negotiation of all accounts in portfolio with client facing activities maintaining a book of business
Consistently demonstrated ability and willingness to work in tandem with the sale leader for complex account placement and administration
Consistently demonstrated ability to work on own initiative including suggestion and implementation of efficiencies to increase productivity of team workflow
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

Wanting to join a dynamic fun commercial team all the while learning each and every day
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