Client Solutions Associate
Gallagher•Calgary, AB
•Hybrid
About The Position
We're looking for a Client Solutions Associate to join our Western Excellence Service Center Team! As the Client Solutions Associate, you will provide administrative and technical service support to a team of Client Solutions Managers. The successful candidate will demonstrate the ability to work confidently in a fast-paced environment, and will be an effective communicator with both clients and staff.
Requirements
- Excellent computer skills, MS Excel, MS Word, MS PowerPoint
- Very well organized & able to meet deadlines
- Accurate and detail oriented
- Ability to work well with team and others
Nice To Haves
- Having experience working in an insurance brokerage is considered an asset
- Brokers License an asset but not mandatory
Responsibilities
- Set up and maintain client files
- Process endorsements mid-term changes to policy
- Request and/or process new business and renewals
- Request all Invoicing, binders and cover letters
- Prepare certificates of insurance and complete post placement checklist with sign off from CSM Invoicing and completing premium financing contracts
- Prepare and distribute automobile pink slips as required
- Handle accounting activities for team
- Access various Insurance Company portals to acquire insurance policy documents.
- Prepare and maintain schedules of insurance and check policy documents for accuracy
Benefits
- Competitive compensation
- Comprehensive benefits programs designed to support your well-being
- Career development opportunities and ongoing learning
- A collaborative, people-first culture with accessible leadership
- The opportunity to do meaningful work with global reach and local impact
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
