Account Manager - Personal Lines Insurance

Gallagher; Sault Ste. Marie; Hybrid; CAD 55,000 - 70,000; Full time

Job summary

Join a leading global brokerage as an Account Manager where you will manage personal lines for clients, ensuring exceptional service and satisfaction. You'll analyze accounts, identify upselling opportunities, and maintain strong client relationships in a hybrid work environment. With a focus on professional growth and education, Gallagher is committed to providing a rewarding career path in the insurance sector.

Benefits

Flexible medical & dental coverage

Employee Stock Purchase Plan

Retirement savings including RRSP and TFSA

Educational expense reimbursement

Paid sick days & personal days

Discounted gym membership

Qualifications

• 4+ years of Personal Lines Account Management experience, preferably in a Brokerage environment.
• RIBO licensing in good standing is mandatory.
• Knowledge of SIG and / or EPIC is an asset.

Responsibilities

• Managing a book of business and delivering world-class customer service.
• Guiding clients through policy changes and renewal cycles.
• Identifying upselling and cross-selling opportunities.

Skills

Client Relationship Management

Policy Analysis

Detail Orientation

Insurance Market Knowledge

Education

RIBO License

Insurance Certifications (CIP, CAIB, CRM)

Tools

SIG

EPIC

Job description

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

As an Account Manager on the Personal 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. This position will be based out of Gallagher's Sault Ste. Marie office location in Ontario.

How you'll make an impact

• Supporting a designated portfolio of clientele, playing a meaningful role in business retention and building upon customer relationships.
• Analyze accounts at renewal, taking the vital steps in placing coverage required by the client, re-marketing when required, adhering to binding authority set out by carriers.
• Respond to client inquiries quickly and efficiently, maintaining the quick turnaround time for any actions required on behalf of the client.
• Identify upselling and cross-selling opportunities, driving the creation of quality leads, working with Account Executives in binding the client.
• Consistently acting to upgrade insurance market knowledge, staying ahead of new products and policy updates.

About you

You bring 4+ years of Personal Lines Account Management experience, preferably in a Brokerage environment.

RIBO licensing in good standing is mandatory.

Pursuing or willingness to pursue relevant insurance certifications or education (i.e. CIP, CAIB, CRM, etc.) highly preferred.

Knowledge of SIG and / or EPIC is an asset.

Being in a fast-paced, multidimensional environment brings out the best in you. You’re always able to prioritize efficiently which allows you to exceed client expectations every time!

Working collaboratively and building relationships comes naturally to you, whether that’s with clients or colleagues - people love working with you, and you with them.

Always maintaining a keen eye for detail comes easily and is key part of what has made you successful in your past roles.

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.

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