Client Solutions Manager, Private Client Solutions

Gallagher; Markham; Hybrid; CAD 60,000 - 100,000; Full time

Job summary

Join a dynamic team at a global leader in insurance, where you'll thrive in a hybrid work environment. As a Client Solutions Manager, you'll play a crucial role in managing a portfolio of high-net-worth clients, ensuring their needs are met through exceptional service and expert guidance. This position offers the chance to develop meaningful relationships while navigating the complexities of insurance policies and renewals. With a strong emphasis on collaboration and innovation, this role provides the opportunity to grow your career within a supportive culture that values diversity and inclusion. Your expertise will help shape the future of client solutions at Gallagher.

Benefits

Flexible medical & dental coverage

Retirement savings including RRSP

Employee Stock Purchase Plan

Educational expense reimbursement

Discounted gym membership

Paid sick days & personal days

Employee referral bonus program

Qualifications

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

Responsibilities

• Manage a Private Client book, ensuring exceptional customer service.
• Analyze accounts at renewal and maintain client relationships.

Skills

Account Management

Personal Insurance

Client Relationship Management

Communication Skills

Attention to Detail

Time Management

Upselling and Cross-selling

Knowledge of High Net Worth Markets

Education

Insurance Certifications (CIP, CAIB, CRM)

Tools

ARS

EPIC

Job description

Introduction

Welcome to Gallagher – a global leader in insurance, risk management, and consulting services. With a growing team of more than 52,000 professionals worldwide, we empower businesses, communities, and individuals to thrive. At Gallagher, you can build a career whether it’s with our brokerage division, our benefits and HR consulting division, or our corporate team. Experience The Gallagher Way, a culture fueled by shared values and a collective passion for excellence. Join one of our dynamic teams, where you'll play a pivotal role in shaping Gallagher's future and unlocking unparalleled opportunities for both clients and yourself.

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.
• 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
• Employee education recognition program
• Employee referral bonus program
• LifeWorks Employee Assistance 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.