Account Manager, High-Net-Worth Clients - Markham - Gallagher

Description

Introduction

At 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.

We believe that every candidate brings something special to the table, including you We currently have an existing vacancy within our organization, so, even if you feel that you're close but not an exact match, we encourage you to apply.

Overview

Our Private Client Solutions team is expanding — and we're looking for a polished, client centric professional to join us as an Account Manager. In this role, you will serve as a trusted advisor to an elite portfolio of high-net-worth clients, delivering the exceptional, white glove experience Gallagher is recognized for.

You will manage a sophisticated Private Client book of business, navigating clients through their renewal cycle, proactively identifying their evolving needs, executing policy changes with precision, and coordinating cross border placements. Every interaction is an opportunity to strengthen relationships, build trust, and exceed expectations.

Work Environment Hybrid (Agile) – Enjoy the flexibility of remote work combined with meaningful in office collaboration. This role can be based out of our Gallagher offices in Markham or Mississauga.

How you'll make an impact

• Serve as a trusted relationship manager for a defined portfolio of distinguished clients, playing a key role in retention and long term satisfaction.
• Lead renewal strategy with confidence, performing detailed account analysis, recommending tailored coverage solutions, remarketing when needed, and cultivating strong relationships with underwriting partners.
• Comfortably lead meetings in person, on camera, and through virtual platforms (e.g., Microsoft Teams) with a wide range of stakeholders.
• Provide prompt, proactive service, ensuring swift resolution of inquiries and maintaining an exceptional turnaround time that reflects our high touch service standards.
• Identify opportunities for enhanced protection, driving upselling and cross selling initiatives and collaborating with Account Executives to deliver comprehensive solutions.
• Stay ahead of the market, continually refining your expertise on High Net Worth products, carrier appetites, and emerging trends.
• Uphold Gallagher excellence, ensuring every client interaction reflects professionalism, discretion, and a commitment to world class service.

About you

• You excel at prioritizing with purpose, consistently delivering on commitments and surpassing client expectations.
• Relationship building is your superpower — colleagues and clients trust you, value your professionalism, and enjoy partnering with you.
• You are meticulous and detail driven, ensuring accuracy and confidence in every policy change, document, and client communication.
• Highly comfortable with technology, including strong proficiency in Microsoft Office Suite (Outlook, Excel, PowerPoint), and able to quickly adapt to new systems, tools, and processes.
• You possess strong knowledge of the High-Net-Worth personal insurance market and understand carrier underwriting appetites.
• 5 years of Private Client Services account management experience, working directly with high-net-worth clientele, ideally within a brokerage setting.
• Knowledge of EPIC is considered a strong asset.
• You thrive in a fast paced, dynamic environment where critical thinking and responsiveness matter.
• You bring polished, articulate, and influential verbal and written communication skills.
• A valid RIBO licence in good standing is required. Additional provincial licences are preferred and may be necessary for the successful candidate, based on the business's needs.
• Committed to professional growth, pursuing (or eager to pursue) certifications such as CIP, CAIB, or CRM.

Compensation and benefits

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:

• 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

Other benefits include:

• 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

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.