- Supporting a designated portfolio of clientele, playing a meaningful role in business retention and building upon customer relationships.
- Analysis of accounts at renewal, taking the vital steps in placing coverage required by the client, re-marketing when required, building relationships with underwriters, 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.
- Determine 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, staying ahead of new products and policy updates.
- 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
- Working collaboratively and building relationships comes naturally to you, whether that's with clients or colleagues - people love working with you, and you with them.
- Comprehensive and effective verbal/written communication skills.
- 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.
- Knowledge and expertise of the High Net Worth markets and it's Underwriting appetite.
- 5+ years of experience working in Personal Insurance ideally within a Brokerage environment.
- 5+ years of Account Management experience working within Private Client Services / High Net Worth accounts.
- Pursuing or willingness to pursue relevant insurance certifications or education (i.e. CIP, CAIB, CRM) highly preferred.
- Knowledge of ARS and EPIC considered a strong asset.
- Level 2 licensing in good standing. Additional provincial licensing across the Atlantic or willingness to acquire.
- Secondary School Diploma, College or University Degree strongly preferred or equivalent working experience.
- Competitive salaries and bonus plans
- Medical & dental coverage to meet your household's needs
- Life, Dependent Life and AD & D Insurance options
- Pension & group savings plans
- Employee stock purchase plan
- Educational expense reimbursement
- Employee assistance programs
- Discounted gym membership
- Opportunity for flexible work hours
- Paid sick days & personal days,
- Employee education recognition program
- Employee referral bonus program and more
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Client Solutions Manager, Private Client Services - Halifax, Canada - Gallagher
Description
Job Description
Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management.
We believe that every candidate brings something special to the table, including you So, even if you feel that you're close but not an exact match, we encourage you to apply.
OverviewOur Private Client Solutions team is growing As the Client Solutions Manager reporting to the Vice President of Private Client Solutions, you will be working directly with clients in delivering the world-class customer service Gallagher is so well known for. You will be handling a Private Client book of business, guiding and advising clients through their policy renewal cycle, handling policy changes, cross boarder services, or resolving billing issues, you will get the opportunity to work through it all
Work Environment: Hybrid (Agile) - We, at Gallagher, enjoy the benefits of working remotely while also collaborating and interacting with each other in the office.
How you'll make an impactWhat we can offer you
#LI-SS1 #LI-Hybrid
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