Carrier Relations (SmartMarket) Associate

Gallagher; Toronto; On-site; CAD 55,000 - 75,000; Full time

Job summary

Gallagher seeks a SmartMarket Associate in Toronto to enhance engagement with carrier partners using the proprietary SmartMarket tool. This role requires insurance industry experience and offers the chance to significantly impact client satisfaction and organizational revenue through strategic collaboration.

Benefits

Flexible medical & dental coverage

Life and AD & D Insurance options

Retirement savings including a company match

Employee Stock Purchase Plan

Paid sick days & personal days

Qualifications

• Minimum 2 years of insurance industry experience preferred.
• RIBO License is a preferred requirement.
• Proficiency with MS Office, particularly Excel.

Responsibilities

• Drive client retention and satisfaction using SmartMarket tool.
• Analyze and report data using Microsoft Excel.
• Coordinate meetings with underwriters and producers.

Skills

Interpersonal skills

Attention to detail

Project management

Analytical thinking

Communication

Education

University and/or College degree in related business function

Tools

Microsoft Excel

Microsoft Office

Teams or Conferencing software

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

The National Strategic Growth Team (SGT) is looking for an Associate, SmartMarket, to support and assist with the engagement of carrier partners utilizing Gallagher’s proprietary SmartMarket platform. The Associate will be a primary resource in facilitating the collaboration between internal and external resources with respect to submission, quotes and strategic account support.

As a part of Gallagher’s CORE360 approach, SmartMarket is a proprietary Gallagher tool built to enhance our client’s placement experience by engaging insurance marketplace competition on our client’s policies. The SmartMarket Associate will support insurers’ utilization of the tool, being primarily responsible for gathering and communicating data from the platform to Producers, Client Solutions teams and Branch Leadership as well as insurer contacts at different levels of their organization.

Via the SmartMarket tool, insurers also function as Gallagher’s clients. This role has the unique opportunity to influence the success of the platform and the organization’s overall revenue growth.

Reporting to the SmartMarket Liaison Manager, the Associate role will also impact client retention, improving new and renewal business outcomes.

This role will also collaborate with other SGT team members on Key Account support. It requires a foundational level of insurance industry knowledge and marketing procedures to discuss commercial lines of business in Gallagher’s pipeline. Additionally, the Associate will lead partnership meetings with carrier partners to align on growth strategies and share best practices, strengthening Gallagher’s relationships and strategic collaboration with the market.

How you'll make an impact

• The SmartMarket Associate will drive client retention and satisfaction by encouraging and supporting engagement with the SmartMarket tool to provide clients with more competitive risk transfer solutions.
• Gather and track information from the platform as input by several insurer contacts.
• Transfer data, analyze and run reports via Microsoft Excel files used for tracking platform results.
• Communicate (and follow up on) carrier appetite tags to Gallagher Producers, Account Management and Branch Leadership across Canada based on SmartMarket contracts.
• Coordinate meetings between underwriters and producers to discuss opportunities in the pipeline.
• Support platform users to troubleshoot any issues in utilizing the tool.
• Conduct training for underwriters and other insurer contacts such as new users or users that require a refresher on the platform.
• Actively stay informed on SmartMarket carriers’ strategies and connect them to the appropriate contacts in our organization, ultimately supporting insurer partners in achieving goals that pertain to our organization.
• Lead partnership meetings with carrier partners to align on growth strategies, share best practices, and identify opportunities for deeper collaboration.
• Serve as a national resource for the SmartMarket tool.
• Participate in the appropriate product, sales, and procedural trainings to acquire and maintain the knowledge necessary to be effective in the position. Collaborates with US and/or Global SmartMarket teams as necessary.
• Work with Liaison Manager, VP Strategic Growth and Chief Markets Officer where applicable to support our carrier relationships in addition to the enhancement of our Client Experience documents and all CORE360 tools as necessary.
• Become a secondary point of expertise on Gallagher Drive to provide Producers and Account Management Teams with client benchmarking analytics

Other Responsibilities

• Comply with AJG Professional Standards Manual and Continuing Education in accordance with statutory requirements.
• Carry out other duties as required to promote SGT as a best-in-class National Practice. Working with direct Manager and/or VP, SGT and/or National Sales Leader to support other national initiatives, including but not limited to: proposal creation and review, sales collateral copy write review, national sales campaign data collation, and/or other duties as required.

About you

• University and/or College degree in a related business function or equivalent work experience in a professional setting.
• Minimum 2 years of insurance industry experience in any of the following: Broking, Underwriting, Loss Adjusting, Sales, Administrative, or Client Service. A foundational understanding of commercial insurance is preferred.
• RIBO License (or equivalent) is preferred. A willingness to obtain it within 1st 12 months of the role is required.
• CRM and/or CIP designation are considered an asset.
• Proficiency in French is considered an asset, particularly for supporting national initiatives and communications.
• Excellent interpersonal skills and attention to detail, including active listening, verbal and written communication with the ability to communicate effectively across levels of the organization
• MS Office proficiency (esp. Outlook, Word, and PowerPoint)
• Advanced familiarity with Microsoft Excel including: Pivot tables, Vlookup and building complex formulas
• Proficiency in Teams or Conferencing software
• Ability to quickly become skilled on new systems and adapt to changes in technological environments.
• Builds rapport easily with colleagues
• Ability to work within a strong team while autonomous with deadline projects
• Performs well under structured project methodology, project governance and reporting
• Excellent project management skills and ability to anticipate future outcomes
• Ability to meet consistent high quality standards while managing a variety of projects and deadlines.
• Strong organizational and time management skills

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.