- Supporting a designated portfolio of clientele, playing a meaningful role in business retention and building upon customer relationships.
- Review accounts at renewal, taking the vital 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, staying on top of new products and policy changes.
- 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.
- Ability to work well under pressure with minimum supervision in a collaborative team environment.
- Comprehensive and effective verbal/written communication skills.
- Excellent time management and organization skills with the ability to multi-task between a variety of tasks, projects, and deadlines.
- 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.
- 2+ years of experience in Auto/Personal lines Insurance, ideally working in a brokerage environment.
- Level 2 license preferred.
- FOI & IWS Certification required.
- Secondary School Diploma.
- CAIB, CIP or CRM designations considered an asset.
- Knowledge of EPIC an asset.
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Client Solutions Manager, Auto - Winnipeg, 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.
How you'll make an impactLocation: Cavalier Office at 3421 Portage Avenue
As the Client Solutions Manager, reporting to the Team Lead of Client Services and will be part of the Personal Lines team located at our Cavalier Office at 3421 Portage Avenue. You will be working directly with clients in delivering the world-class customer service Gallagher is so well known for. Whether that means guiding clients through their policy renewal cycle, handling policy changes, or resolving billing issues, you will get the opportunity to work through it all
How you will impact the business:
What makes you successful:
Education and Experience
Cavalier office hours of operation are from Monday to Friday, 8:30 AM to 6:00 PM and Saturday 9:00am to 3:00 PM. This is a full time in office position based off a 35-hour work week. Varied schedules are available.
Gallagher offers competitive salaries. We offer benefits, including; medical/dental, life & dependent life, AD & D, pension/group savings plan, employee stock purchase plan, educational expense reimbursement, employee assistance programs, discounted gym membership, paid sick days, personal days, employee education recognition program, employee referral bonus program and more.