Client Solutions Associate — Hybrid Insurance Admin

Arthur J. Gallagher & Co. (AJG); Calgary; Hybrid; CAD 48,000 - 64,000; Full time

Benefits offered by this job

Competitive pay

Benefits programs

Career development

Collaborative culture

Global reach/local impact

Job summary

Gallagher 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 hybrid, agile environment.

The role requires strong MS Excel/Word/PowerPoint skills, excellent organization, and the ability to meet deadlines while maintaining accurate client files and supporting invoicing and policy changes. Calgary, Alberta candidates are encouraged to apply.

Qualifications

• Experience in an insurance brokerage is an asset.
• Strong computer skills with MS Office.
• Well organized and deadline-driven.
• Accurate and detail-oriented.
• Ability to work well within a team.
• Broker's 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

Attention to detail

Organizational skills

Communication skills

Team collaboration

Tools

MS Excel

MS Word

MS PowerPoint

Job description

Gallagher 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 hybrid, agile environment.

The role requires strong MS Excel/Word/PowerPoint skills, excellent organization, and the ability to meet deadlines while maintaining accurate client files and supporting invoicing and policy changes. Calgary, Alberta candidates are encouraged to apply.