- Client Support
- May be first point of contact on some accounts; supports in delivering service to book of business.
- Provides renewal and proposal presentations for delivery to clients
- Guides clients through the renewal process, which may include requesting renewal exposures, submitting requests to carriers based on renewal timetable.
- Account Management
- Reviews renewals and proposes changes needed under direction and guidance of senior team members
- Supports in claim review and other risk analysis tasks.
- Performs detailed analysis of accounts receivable reports to deliver information to clients, ensuring accounts are kept in good standing
- Processes or oversees process of change requests/endorsements, binders, certificates of insurance, account summaries, proposals, policies, lost policy releases, audits, and account balance status as needed.
- Insurance Expertise
- May be responsible for analyzing market trends and advising clients on changes to policies.
- Proficient in working knowledge of renewal processes and considerations.
- May be responsible for assisting Producers with marketing campaigns
- Seeks opportunities to increase knowledge of insurance contracts, carrier underwriting guidelines, and coverage options.
- Assists in the development of strong business relationships with insurance company personnel to enhance business relationships.
- Leadership
- Provides mentoring and guidance to more junior team members, such as Account Coordinators.
- Other duties as assigned.
- Previous insurance knowledge and experience managing client relationships preferred
- Infrequent out of town travel required
- Appropriate Broker licensing as required
- Solid financial acumen
- Strong written and verbal communication skills
- Proficient in using technology as a tool to maximize productivity and quality
- Strong written and verbal communication skills
- Comfortably engages others in consultative discussion
- Effectively manages/balances multiple and sometimes competing priorities
- 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
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Client Solutions Manager - Halifax - Gallagher
Description
IntroductionWelcome to Gallagher - a global community of people who bring bold ideas, deep expertise, and a shared commitment to doing what's right. We help clients navigate complexity with confidence by empowering businesses, communities, and individuals to thrive. At Gallagher, you'll find more than a job; you'll find a culture built on trust, driven by collaboration, and sustained by the belief that we're better together. Whether you join us in a client-facing role or as part of our brokerage division, our benefits and HR consulting division, or our corporate team, you'll have the opportunity to grow your career, make an impact, and be part of something bigger. Experience a workplace where you're encouraged to be yourself, supported to succeed, and inspired to keep learning. That's what it means to live The Gallagher Way.
Overview
As a Client Solutions Manager on the Commercial Lines team, you will be managing a book of business and 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
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 impact#LI-RD2
#LI-Hybrid
Compensation and benefitsOn top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
Below are the minimum core benefits you'll get, depending on your job level these benefits may improve:
Other benefits include:
We value inclusion and diversity
Click Here to review our Canada Eligibility Requirements
Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.
Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.
We are an equal opportunity employer which values diversity in the workplace and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.
Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws.
Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Artificial intelligence (AI) is not used to screen, assess or select applications for a position within Gallagher. Gallagher's AI tool is used to assist in collecting information from the candidate, ask screening questions, and schedule interviews. However, the AI tool does not make any decisions with respect to any of the information, other than identifying candidates who may meet certain pre-determined qualifications.
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