Client Solutions Manager, Private Client Solutions

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

Job summary

Join a dynamic team at a leading global insurance firm where you will play a key role in managing client relationships and delivering exceptional service. As a Client Solutions Manager, you will support a diverse portfolio of high-net-worth clients, guiding them through their insurance needs and ensuring their satisfaction. This position thrives in a hybrid work environment, balancing remote flexibility with in-office collaboration. With a focus on professional growth and a commitment to inclusion, you will have the opportunity to excel in your career while contributing to a culture that values diversity and excellence. If you're passionate about client service and looking for a rewarding career, this is the perfect opportunity for you.

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

Flexible work arrangements

Paid sick days

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 of business and ensure client satisfaction.
• Analyze accounts at renewal and maintain relationships with underwriters.

Skills

Client Relationship Management

Insurance Market Knowledge

Communication Skills

Detail Orientation

Account Management

Upselling and Cross-selling

Time Management

Problem Solving

Education

CIP Certification

CAIB Certification

CRM Certification

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, you will get the opportunity to work through it all!

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
• 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.