Account Executive, Personal Insurance & Private Client Services (18-month Contract)

Gallagher; Calgary; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

Gallagher, a leader in risk management, seeks an Account Executive for Personal Insurance & Private Client Services on an 18-month contract. The role involves developing strategic sales plans, engaging clients, and providing tailored insurance solutions in a hybrid working environment that balances remote work with in-office collaboration.

Benefits

Flexible medical & dental coverage

Employee Stock Purchase Plan

Educational expense reimbursement

Discounted gym membership

Paid sick days & personal days

Qualifications

• 3 years of experience in the insurance industry.
• Proven ability to attract and retain Personal Insurance and High Net Worth clientele.
• Strong solution-oriented mindset with attention to detail.

Responsibilities

• Develop and implement strategic sales plans.
• Identify and cultivate new business opportunities.
• Build and maintain key relationships with clients.

Skills

Problem-solving

Sales and closing opportunities

Client service and advocacy

Analytical skills

Interpersonal skills

Education

Required licenses for provincial jurisdictions

Insurance designations or progress towards such designations

Tools

Microsoft Office Suite

Adobe products

EPIC

Job description

Account Executive, Personal Insurance & Private Client Services (18-month Contract)

Join to apply for the Account Executive, Personal Insurance & Private Client Services (18-month Contract) role at Gallagher

Account Executive, Personal Insurance & Private Client Services (18-month Contract)

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Join to apply for the Account Executive, Personal Insurance & Private Client Services (18-month Contract) role at Gallagher

Introduction

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.

Introduction

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.

Overview

Are you an insurance sales professional eager to advance your career and make a meaningful impact? Join our Personal Lines and Private Client team as an Account Executive, where you'll have the opportunity to hone your skills and contribute significantly to our business. In this role, you'll focus on converting leads into new business revenue, engaging with both new and existing clients in the insurance sector. You'll thrive in a supportive and collaborative team environment, working alongside colleagues to achieve shared goals and drive business success.

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

• Develop and implement strategic sales plans to achieve and exceed sales targets.
• Identify and cultivate new business opportunities through networking and community engagement.
• Build and maintain key relationships with clients, providing outstanding service and tailored insurance solutions.
• Collaborate with internal teams to ensure client needs are met and expectations are exceeded.
• Be the eyes and ears of the leadership team to identify new market trends and develop profitable industry niches.
• Represent Gallagher at community events and industry functions to enhance brand visibility and build a robust network.
  
  

About You

• Ideally, 3 years of experience in the insurance industry.
• Required licenses for provincial jurisdictions, along with ongoing management of continuing education hours.
• Insurance designations or progress towards such designations.
• A proven ability to attract and retain Personal Insurance and High Net Worth clientele.
• Intermediate knowledge of Personal Lines coverages, with the ability to answer basic questions and assist clients in completing the application process.
• Experience in client service and advocacy.
• Experience in sales and closing opportunities; courses like Successful Sales Conversations or Objection Handling are a plus.
• Experience in managing leads and following up with prospects to convert interest into sales.
• Strong analytical, organizational, and time management skills.
• Demonstrated leadership capabilities.
• A commitment to continuous learning through educational opportunities and collaboration with colleagues.
• Proficiency in Microsoft Office Suite and Adobe products.
• Knowledge of EPIC considered an asset.
• Strong communication and interpersonal skills with clients and colleagues.
• Ability to work effectively within a team to achieve shared goals.
• A solution-oriented mindset with strong problem-solving skills and the ability to develop innovative approaches.
• Friendly and personable demeanour.
• High degree of initiative and attention to detail.
  
  

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

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.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Insurance

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