Account Manager

Gallagher; Victoria; On-site; Confidential; Full time

Benefits offered by this job

Educational expense reimbursement

Employee assistance programs

Discounted gym membership

Flexible work arrangements

Paid sick days & personal days

Employee education recognition program

Employee referral bonus program

Job summary

Gallagher is seeking an Account Manager in Victoria, BC, to provide partnership to the Sales Leader in servicing, retention and growth of a client group. You will liaise with insurers to maintain service standards, participate in client meetings, and support renewal negotiations.

Ideal candidates have 3+ years in the insurance industry, Level 2 Licensing, and experience negotiating terms with carriers. This role offers strong benefits and flexible work arrangements where available.

Qualifications

• Minimum of 3 years relevant insurance industry experience.
• Knowledge of insurance market and carrier relationships is required.
• Licensed Level 2 is required or willingness to obtain it.

Responsibilities

• Markets all new business and renewals.
• Binds accounts with insurer and negotiates terms.
• Attend client meetings and support renewal negotiations.
• Provide detailed summaries of pricing and terms for clients and insurers.
• Collaborate with Sales Leader to develop new business opportunities.

Skills

Insurance experience

Client service

Negotiation

Cross-functional collaboration

Communication skills

Education

Level 2 Licensed

CIP/FCIP/CRM/CAIB asset

Tools

Microsoft Office

Job description

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.

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.

Overview

The role of the Account Manager is to provide partnership to the Sales Leader in the servicing, retention and growth of a group of clients. Position also liaises with insurance companies resulting in maintaining and exceeding the service standards of Arthur J. Gallagher. In addition, an Account Manager will participate in client-facing meetings, insurer negotiations and promotion of existing and additional products and services. Business analysis and reporting in addition to assuming various projects to support the achievement of the departmental goals and objectives is also a function of this role

How You’ll Make An Impact

• Markets all New business and renewals (that require re-marketing)
• Binds accounts/coverages with insurer
• Negotiate terms/conditions with company, prepares binders and sends to client and insurer to request issuance of policy
• Meet with or discuss with client any additional underwriting information necessary for placement of new business and/or renewals
• Provide confirmation to the insurance company of the client’s acceptance of renewal rates
• At the discretion of the Sales Leader handle renewal negotiations with insurers based on complexity and/or expertise
• Provide detailed summary of terms and pricing negotiated with recommendations for additional coverages and placement of all accounts handled
• At the direction of the Sales Leader, attend client meetings to gather renewal information and participate in renewal negotiation/presentation meetings either in conjunction with Sales Leader or on their own
• At the discretion of the Sales Leader, attend conferences to aid in retention and new business opportunities of various programs
• Working with the Sales Leader, develop and implement new business and program opportunities
• Maintain professional relationships with key insurers to ensure maximization of new business growth and retention opportunities
• Collaborate with sales and operations to provide guidance and technical resources in the preparation and response of qualified RFP’s as required.
• Attend appropriate industry functions.
• Special projects as assigned

About You

• Wanting to join a dynamic fun commercial team all the while learning each and every day
• Minimum of 3 years relevant insurance industry experience
• Level 2 Licensed
• CIP, FCIP, CRM, or CAIB an asset or the or willingness to continue their education to reach designation
• Client service and/or advocacy experience an asset
• Consistently demonstrated ability to handle marketing of accounts, including negotiation of all accounts in portfolio with client facing activities maintaining a book of business
• Consistently demonstrated ability and willingness to work in tandem with the sale leader for complex account placement and administration
• Consistently demonstrated ability to work on own initiative including suggestion and implementation of efficiencies to increase productivity of team workflow
• Consistently demonstrated commitment to promotion of new business sales within team
• Consistently demonstrated ability and willingness to train more junior staff members
• Strong analytical, organization and time management skills
• Excellent interpersonal, written and verbal communication skills
• Strong team player – ability to adapt to, and work cooperatively with, various individuals
• Strong analytical, organization and time management skills
• Self-starter with high level of initiative
• Proactive in identifying opportunities and developing solutions
• Creative / out of the box thinking
• Ability to work well under pressure with minimum supervision in a team environment
• Exceptional computer and technical skills including proficiency in Microsoft office products
• Able to adapt quickly to change
• Demonstrated ability to re-prioritize as required
• Ability to identify and analyze client risk exposures
• Ability to multi-task in a fast-paced environment

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.

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.