Client Solutions Associate

Gallagher; Calgary; Hybrid; Confidential; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Career development

People-first culture

Meaningful work

Job summary

Gallagher in Calgary is seeking a Client Solutions Associate to join our Western Excellence Service Center. You will provide administrative and technical service support to a team of Client Solutions Managers in a fast-paced environment and communicate effectively with clients and staff.

The role is hybrid, with office and remote work. Ideal candidates have strong MS Office skills, attention to detail, teamwork, and experience in an insurance brokerage is a plus.

Qualifications

• Excellent computer skills, MS Excel, MS Word, MS PowerPoint.
• Very well organized and able to meet deadlines.
• Accurate and detail oriented.
• Ability to work well with team and others.
• Brokers license an asset but not mandatory.

Responsibilities

• Set up and maintain client files
• Process endorsements mid-term changes to policy
• Request and/or process new business and renewals
• Request all invoicing, binders and cover letters
• Prepare certificates of insurance and complete post placement checklist with sign off from CSM invoicing and completing premium financing contracts
• Prepare and distribute automobile pink slips as required
• Handle accounting activities for team
• Insurance company portals - access various Insurance Company portals to acquire insurance policy documents
• Prepare and maintain schedules of insurance and check policy documents for accuracy

Skills

MS Excel

MS Word

MS PowerPoint

Organized

Job 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.

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.

Overview

We're looking for a Client Solutions Associate to join our Western Excellence Service Center Team! As the Client Solutions Associate, you will provide administrative and technical service support to a team of Client Solutions Managers. The successful candidate will demonstrate the ability to work confidently in a fast-paced environment, and will be an effective communicator with both clients and staff.

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

• Set up and maintain client files
• Process endorsements mid‑term changes to policy
• Request and/or process new business and renewals
• Request all Invoicing, binders and cover letters
• Prepare certificates of insurance and complete post placement checklist with sign off from CSM Invoicing and completing premium financing contracts
• Prepare and distribute automobile pink slips as required
• Handle accounting activities for team
• Insurance Company portals - access various Insurance Company portals to acquire insurance policy documents.
• Prepare and maintain schedules of insurance and check policy documents for accuracy

About You

• Having experience working in an insurance brokerage is considered an asset
• Excellent computer skills, MS Excel, MS Word, MS PowerPoint
• Very well organized & able to meet deadlines
• Accurate and detail oriented
• Ability to work well with team and others
• Brokers License an asset but not mandatory

Compensation And Benefits

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

• Competitive compensation
• Comprehensive benefits programs designed to support your well‑being
• Career development opportunities and ongoing learning
• A collaborative, people‑first culture with accessible leadership
• The opportunity to do meaningful work with global reach and local impact

At Gallagher, we are dedicated to building an inclusive and authentic workplace. Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)