Client Solutions Manager, Commercial Mid-Market

Gallagher; Halifax; Hybrid; Confidential; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Career development opportunities

Hybrid work environment

Job summary

Gallagher in Halifax is seeking a Client Solutions Manager for our Commercial Mid-Market team in the Atlantic region. You will manage an existing client portfolio, drive the renewal cycle, handle day-to-day policy changes, and collaborate with insurers to deliver world-class service.

This hybrid role based out of our Halifax office offers the chance to build strong client relationships, identify upsell opportunities with Account Executives, and grow a career inside a global risk management

Qualifications

• 3+ years insurance experience in brokerage preferred
• CAIB or equivalent designation valued
• Nova Scotia General Insurance License in good standing required
• Knowledge of EPIC is a plus

Responsibilities

• Maintain portfolio of commercial clients and retention
• Handle renewals and placing coverage with carriers
• Respond to client inquiries with fast turnaround
• Identify upsell/cross-sell opportunities with Account Executives
• Keep up to date on insurance products and policy updates

Skills

Client relationships

Communication

Sales

Attention to detail

Education

CAIB or equivalent designation

Tools

EPIC

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.

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, we encourage you to apply.

Overview

Our Commercial Mid-Market team in the Atlantic is hiring! As the Client Solutions Manager, reporting to the Director of Client Solutions, you will be working directly with our commercial clients with delivering the world-class customer service Gallagher is so well known for. This means you will be managing an existing portfolio of clients – driving the renewal cycle, handling day-to-day policy changes, working on diverse accounts and collaborating with insurers.

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 role is based out of our office in Halifax.

How You'll Make An Impact

• Supporting a designated portfolio of Commercial Clientele, playing the lead role in business retention and continually building upon customer relationships
• Review accounts at renewal, taking the vital steps in placing coverage required by the client, re-marketing when required and 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
• Recognize 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, keeping abreast of new products and policy updates

About You

• Being solution oriented has always allowed you to offer clients the most resourceful and innovative solutions
• Strong communication and interpersonal skills enable you to develop deep relationships with clients and build synergy with colleagues
• People love working with you, and you with them!
• Being in a fast-paced, dynamic environment brings out the best in you. You are always able to prioritize effectively which allows you to exceed client expectations every time!
• Maintaining a keen eye for detail comes easy and is key part of what has made you successful in your past roles

Education And Experience

• Highly tech-savvy, with an ability to learn new systems, tools and processes
• 3+ years of insurance experience preferably within a brokerage environment
• CAIB or other relevant insurance certifications and or designations are highly valued in this role
• Currently holds a valid Nova Scotia General Insurance License in good standing
• Knowledge of EPIC is considered an asset

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.

If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)