Client Solutions Manager, Select, Small Business

Gallagher • Calgary, AB

1d

About The Position

As Client Solutions Manager, you will be working directly with our commercial clients in delivering world-class customer service. This involves managing an existing portfolio of 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 Commercial Clientele, 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. A key part of this role is consistently acting to upgrade insurance market knowledge, keeping abreast of new products and policy changes, and working with Account Executives on cross-selling opportunities and accessing resources within Gallagher.

Requirements

• Personal Lines OR Commercial Insurance experience required.
• Being solution oriented has always allowed you to offer clients the most resourceful and innovative solutions.
• Strong communication and interpersonal skills enable you to develop deep relationships with clients and build synergy with colleagues quickly.
• 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!
• Always maintaining a keen eye for detail comes easy and is key part of what has made you successful in your past roles.
• Highly tech-savvy, with an ability to learn new systems, tools and processes.
• Active and in good standing Insurance Broker’s License.

Nice To Haves

• 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.

Responsibilities

• Supporting a designated portfolio of Commercial Clientele, playing the lead role in business retention and continually building upon customer relationships.
• Review accounts at renewal, taking the necessary steps in placing coverage required by the client, re-marketing when required, adhering to binding authority set out by carriers.
• Respond to client inquiries quickly and efficiently, maintaining the quick turnaround time for any actions required on behalf of the client.
• Identify 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.
• Work with Account Executives on cross-selling opportunities and 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: No Education Listed