Client Solution Manager - Commercial Energy Team

Gallagher • Calgary, AB

4d • Hybrid

About The Position

As Client Solutions Manager, you will be working directly with our commercial Oil & Gas sector clients in delivering world-class customer service. This involves managing an existing portfolio of Energy clients, driving the renewal cycle, handling day-to-day policy changes, interfacing with insurers, and marketing policies as required. You will support a designated portfolio of Energy accounts, playing the lead role in business retention and continually building upon customer relationships. You will review accounts at renewal, taking the necessary steps in placing coverage required by the client, re-marketing when required, and adhering to binding authority set out by carriers. You will respond to client inquiries quickly and efficiently, maintaining a quick turnaround time for any actions required on behalf of the client. Additionally, you will identify upselling and cross-selling opportunities, driving the creation of quality leads, and working with Account Executives in binding the client. You will consistently act to upgrade insurance market knowledge, keeping abreast of new products and policy changes, and work with Account Executives on cross-selling opportunities and accessing resources within Gallagher.

Requirements

• Secondary School Diploma required
• 3+ years of Commercial Insurance Brokering experience required
• Active and in good standing Insurance Broker’s License

Nice To Haves

• College or University Degree preferred
• Experience within a specific insurance vertical (i.e. construction, manufacturing, professional lines etc.) strongly preferred
• CAIB, CIP, CRM or other relevant certifications/designations highly valued
• Knowledge of EPIC considered an asset
• Being solution oriented
• Strong communication and interpersonal skills
• Ability to develop deep relationships with clients and build synergy with colleagues quickly
• Ability to thrive in a fast-paced, dynamic environment
• Ability to prioritize effectively
• Keen eye for detail
• Highly tech-savvy, with an ability to learn new systems, tools and processes

Responsibilities

• Managing an existing portfolio of Energy clients
• Driving the renewal cycle
• Handling day-to-day policy changes
• Interfacing with insurers
• Marketing policies as required
• Playing the lead role in business retention
• Continually building upon customer relationships
• Reviewing accounts at renewal
• Placing coverage required by the client
• Re-marketing when required
• Adhering to binding authority set out by carriers
• Responding to client inquiries quickly and efficiently
• Maintaining a quick turnaround time for any actions required on behalf of the client
• Identifying 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
• Working with Account Executives on cross-selling opportunities
• Accessing resources within Gallagher

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED