Client Solutions Manager, Private Client Services

Arthur J. Gallagher & Co. (AJG); Old Toronto; Hybrid; CAD 60,000 - 100,000; Full time

Job summary

Join a dynamic team at a leading global brokerage firm, where your passion for problem-solving will shine. As a Client Solutions Manager, you will play a pivotal role in managing client relationships and ensuring exceptional service. This innovative firm values collaboration and diversity, providing a hybrid work environment that balances remote work with in-office interactions. With a focus on personal development and a commitment to inclusion, this role offers an exciting opportunity to make a meaningful impact in the world of risk management. If you're ready to take your career to the next level, this is the place for you!

Benefits

Flexible medical & dental coverage

Life and AD&D Insurance options

Retirement savings including RRSP

Employee Stock Purchase Plan

Educational expense reimbursement

Discounted gym membership

Paid Time Off to Volunteer

Employee referral bonus program

Qualifications

• 5+ years in Personal Insurance, ideally in a Brokerage.
• 3+ years in Account Management within Private Client Services.

Responsibilities

• Manage a Private Client book, ensuring excellent service.
• Analyze accounts at renewal and manage policy changes.

Skills

Client Relationship Management

Problem-Solving

Attention to Detail

Communication Skills

Insurance Market Knowledge

Cross-Selling

Time Management

Education

Insurance Certifications (CIP, CAIB, CRM)

Bachelor's Degree

Tools

ARS

EPIC

Job description

Introduction

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

Our Private Client Solutions team is growing! As the Client Solutions Manager reporting to the Vice President of Private Client Solutions, you will be working directly with clients in delivering the world-class customer service Gallagher is so well known for. You will effectively be handling a Private Client book of business, guiding and advising clients through their policy renewal cycle, handling policy changes, cross-border services, or resolving billing issues.

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 office locations in Mississauga, Markham, or Downtown Toronto!

How you'll make an impact

• Supporting a designated portfolio of clientele, playing a meaningful role in business retention and building upon customer relationships.
• Analysis of accounts at renewal, taking the vital steps in placing coverage required by the client, re-marketing when required, building relationships with underwriters, 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.
• Determine 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 ahead of new products and policy updates.

About you

• You’re always able to prioritize effectively which allows you to exceed client expectations every time!
• Working collaboratively and building relationships comes naturally to you, whether that’s with clients or colleagues - people love working with you, and you with them.
• Always maintaining a keen eye for detail comes easy and is key part of what has made you successful in your past roles.
• Highly tech-savvy, with an ability to learn new systems, tools, and processes.
• Knowledge and expertise of the High Net Worth markets and its Underwriting appetite.
• 5+ years of experience working in Personal Insurance ideally within a Brokerage environment.
• 3+ years of Account Management experience working within Private Client Services.
• Pursuing or willingness to pursue relevant insurance certifications or education (i.e. CIP, CAIB, CRM) highly preferred.
• Knowledge of ARS and EPIC considered a strong asset.
• Being in a fast-paced, dynamic environment brings out the best in you.
• Comprehensive and effective verbal/written communication skills.
• RIBO Licensing in good standing. Additional provincial licensing across Canada considered a plus.

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
• 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.