- Manage and support a designated portfolio of personal lines and high‑net‑worth clients, responding promptly to inquiries and building strong, lasting relationships that drive retention.
- Strategically plan and prioritize service activities to meet and exceed service targets, ensuring an exceptional, white‑glove client experience.
- Analyze accounts at renewal, placing required coverage, re‑marketing when required, and adhering to carrier binding authorities.
- Facilitate the development of profitable business through effective communication and negotiation with clients, carriers, and internal partners.
- Proactively identify upselling and cross‑selling opportunities, generating quality leads and collaborating with Account Executives to bind coverage.
- Maintain up‑to‑date market and product knowledge, with a focus on high‑net‑worth offerings, industry changes, and evolving client needs.
- 3-5 years of experience in the insurance industry, ideally within a brokerage environment.
- Required provincial licenses with a commitment to ongoing management of continuing education hours.
- Proven ability to attract and retain retail and high-net-worth clients.
- Strong analytical, organizational, and time management skills.
- Demonstrated leadership capabilities and a high degree of initiative.
- Proficiency in Microsoft Office Suite and Adobe products.
- Intermediate knowledge of personal lines coverages, with the ability to address a wide range of client questions and assist in identifying insurance needs.
- Experience managing a diverse book of business.
- Progress towards or completion of insurance designations.
- AB Level 2 Insurance license (an asset).
- Experience in client service, advocacy, and working with Epic software (an asset).
- Strong communication and interpersonal skills with clients and colleagues.
- Ability to work effectively within a team to achieve shared goals.
- Solution-oriented mindset with strong problem-solving skills and innovative approaches.
- Friendly and personable demeanour.
- Attention to detail and a commitment to continuous learning through education and collaboration.
- 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, Personal Insurance - Calgary - Gallagher
Description
IntroductionAt Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you're not just improving clients' risk profiles, you're building trust. You'll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you're ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.
Overview
Are you an experienced insurance professional eager to advance your career and make a meaningful impact? Join our Personal Lines team as a Client Solutions Manager, where you'll have the opportunity to hone your skills and contribute significantly to our business.
As a Client Solutions Manager within Gallagher's Personal Insurance team, you'll play a key role in supporting a diverse portfolio of clients, including both personal lines retail and high‑net‑worth households. This role is ideal for someone who thrives on delivering great client service, navigating complex coverage needs, and building long‑term client relationships. You'll partner closely with carriers and internal teams, ensuring clients receive exceptional support, tailored solutions, and a seamless experience at every touchpoint.
Work Environment Hybrid (Agile) – We at Gallagher enjoy the benefits of working remotely while also collaborating and interacting with each other in the office. This position can be based out of Gallagher's Calgary or Edmonton office locations in Alberta.
How you'll make an impactAdditional Skills and Attributes:
On 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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