Client Solutions Manager, Mid-market, Commercial Broker

Gallagher; Halifax; On-site; CAD 70,000 - 100,000; Full time

Job summary

Join Gallagher as a Client Solutions Manager and play a key role in delivering exceptional service to commercial clients. You will manage a portfolio, handle policy changes, and seek opportunities for growth within accounts. This position requires strong communication skills and a background in insurance brokering, offering a competitive salary and benefits package, including flexible arrangements and educational reimbursement.

Benefits

Flexible medical & dental coverage

Retirement savings including RRSP with company match

Employee Stock Purchase Plan

Educational expense reimbursement

Discounted gym membership

Opportunity for flexible work arrangements

Employee referral bonus program

Qualifications

• 3+ years of Commercial Insurance Brokering experience required.
• Active provincial license in good standing is needed.
• Proven track record of learning new systems and processes.

Responsibilities

• Manage an existing portfolio of clients and drive renewals.
• Identify upselling and cross-selling opportunities.
• Respond to client inquiries quickly, maintaining a quick turnaround.

Skills

Communication

Interpersonal Skills

Problem Solving

Education

Secondary School Diploma

College or University Degree

CAIB, CIP, CRM or other relevant certifications

Tools

EPIC

Job description

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 Client Solutions Manager you will be working directly with our commercial clients in 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, interfacing with insurers and marketing policies as required.

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, remarketing 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 on top of new products and policy changes.
• Work with Account Executives on cross-selling opportunities and accessing resources within Gallagher.

About you

• 3+ years of Commercial Insurance Brokering experience required.
• CAIB, CIP, CRM or other relevant certifications / designations highly valued.
• Active and in good standing provincial license.
• Knowledge of EPIC considered an asset.
• Secondary School Diploma required, College or University Degree preferred.
• 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 quickly. People love working with you, and you with them!
• Being in a fast-paced, dynamic environment brings out the best in you.
• You’re always able to prioritize effectively which allows you to exceed client expectations every time!
• Always maintaining a keen eye for detail comes easy and is key part of what has made you successful in your past roles.
• Proven track record of quickly learning new systems, tools and processes.

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 Time Off to Volunteer
• Employee education recognition program
• Employee referral bonus program
• LifeWorks Employee Assistance Program
• Matching Gift 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.