Client Service Manager - High Net Worth Private Clients

at  Gallagher

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:
As a Client Solutions Manager on the Private Client team, you will be managing a longstanding and valued book of business, working directly with clients and delivering the client service excellence Gallagher is so well known for. Whether that means guiding clients through their policy renewal cycle, handling policy changes, or resolving billing issues, you will get the opportunity to work through it all! Our team understands and appreciates our clients’ lifestyles. This allows us to design insurance programs that are uniquely specific, inherently robust and unparalleled in the industry.

How you’ll make an impact:

• Supporting a designated portfolio of clientele, playing a meaningful role in business retention and building upon customer relationships.
• Designing and placing coverage for collections, high limit liability, automobile, yacht and cyber/personal security.
• Analyzing accounts at renewal, taking the vital steps in placing coverage required by the client, re-marketing when required, adhering to binding authority set out by carriers.
• Responding to client inquiries quickly and efficiently, maintaining a 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 ahead of new products and policy changes.

About you:

• Being in a fast-paced, multifaceted environment brings out the best in you. You’re always able to prioritize efficiently 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.
• Comprehensive and effective verbal and written communication skills with a warmth that endures itself to strong client relationships.
• Highly tech-savvy, with an ability to learn new systems, tools and processes
• 2+ years of Private Client specific Account Management experience, preferably in a Brokerage environment.
• Level 2 BC license in good standing.
• Pursuing or willingness to pursue relevant insurance certifications or education (i.e. CIP, CAIB, CRM, etc) highly preferred.
• Knowledge of EPIC an asset.
• Secondary School Diploma required, College or University Degree strongly preferred.
• Office & Remote Work Arrangements

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

Please refer the Job description for details