Client Solutions Manager, Personal Insurance

Gallagher; Calgary; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A leading insurance firm in Calgary is seeking an experienced Client Solutions Manager to service and grow an existing book of business. You will collaborate within a supportive team, driving business success through strong client relationships and effective communication. Ideal candidates have 3-5 years in the insurance sector, along with necessary licenses. This role embraces a hybrid work model and offers competitive benefits including flexible health coverage and retirement savings plans.

Benefits

Flexible medical & dental coverage

Life and AD&D Insurance options

Retirement savings with company match

Employee Stock Purchase Plan

Educational expense reimbursement

Discounted gym membership

Qualifications

• 3-5 years of experience in the insurance industry, ideally within a brokerage environment.
• Required provincial licenses with a commitment to continuing education.
• Ability to attract and retain retail and high-net-worth clients.

Responsibilities

• Manage client relationships by responding to inbound inquiries.
• Strategically plan service activities to meet service targets.
• Facilitate development of profitable business through effective communication.

Skills

Client relationship management

Analytical skills

Organizational skills

Communication skills

Team collaboration

Education

3-5 years experience in insurance

AB Level 2 Insurance license (an asset)

Tools

Microsoft Office Suite

Epic software (an asset)

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.

Overview

Are you an experienced insurance professional eager to advance your career and make a meaningful impact? Join our Personal Lines team as a Client Solutions Manager, where you'll have the opportunity to hone your skills and contribute significantly to our business.

In this role, you'll focus on servicing and existing book of business engaging with both new and existing clients in the insurance sector. You'll thrive in a supportive and collaborative team environment, working alongside colleagues to achieve shared goals and drive business success.

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 position can be based out of Gallagher's Calgary or Edmonton office locations in Alberta.

How you'll make an impact

• Manage client relationships by responding to inbound inquiries
• Strategically plan and prioritize service activities to meet and exceed service targets.
• Facilitate the development of profitable business and sustainable relationships through effective communication and negotiation, both internally and externally.

About you

• 3-5 years of experience in the insurance industry, ideally within a brokerage environment.
• Required provincial licenses with a commitment to ongoing management of continuing education hours.
• Proven ability to attract and retain retail and high-net-worth clients.
• Strong analytical, organizational, and time management skills.
• Demonstrated leadership capabilities and a high degree of initiative.
• Proficiency in Microsoft Office Suite and Adobe products.
• Intermediate knowledge of personal lines coverages, with the ability to address a wide range of client questions and assist in identifying insurance needs.
• Experience managing a diverse book of business.

Additional Skills and Attributes

• Progress towards or completion of insurance designations.
• AB Level 2 Insurance license (an asset).
• Experience in client service, advocacy, and working with Epic software (an asset).
• Strong communication and interpersonal skills with clients and colleagues.
• Ability to work effectively within a team to achieve shared goals.
• Solution-oriented mindset with strong problem-solving skills and innovative approaches.
• Friendly and personable demeanour.
• Attention to detail and a commitment to continuous learning through education and collaboration.

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.