Senior Clients Solutions Manager

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. We believe that every candidate brings something special to the table, including you! We currently have an existing vacancy within our organization, so, even if you feel that you’re close but not an exact match, we encourage you to apply. Overview We are currently looking for an Account Manager to join our team in our Prince George office. You will collaborate with Account Producer(s)/Marketer(s) regarding the client needs and recommend solutions with respect to placement, terms, and conditions. This position requires a positive attitude, strong problem-solving skills, and the ability to prioritize multiple tasks in a highly paced environment. How you'll make an impact You will play a key role in supporting several teams with account management responsibilities across a diverse range of accounts. • You aim for maximum retention of the existing book by providing exceptional client service. • You will organize and attend internal renewal strategy meetings and aim to work on renewals 90 days prior to expiry. • You will attend external client meetings as required. • You will respond promptly to client emails and telephone calls and document all correspondence appropriately in EPIC. • You will ensure that all client services documents are prepared and in a timely fashion (i.e., Summaries of Insurance, Client Proposals, Invoicing Underwriting Submissions); • • You will maintain monthly expiry lists including following up on project expiries. • You will monitor abeyances for outstanding information. • You will update spreadsheets such as Statement of Values and Contractors Equipment. • You correspond and send documents to clients (using company templates). • You will be the liaison with marketing on placements, renewals, and midterm policy changes. • You will manage the complete brokering process on small mid-size policies within the book. • You will review leases, contract documents, and provide coverage advice to clients. • You will provide bid-costing for clients prior to tender closings and recommend coverage. • You will ensure that all certificate requests are completed correctly and in a timely fashion. • You will review policy documents and/or quotes and identify coverage gaps and cross sell other lines of business when needed. • You will recommend additional coverage to clients (using coverage checklist). • Microsoft Excel is essential, as the role requires the ability to organize and incorporate terms accurately and efficiently. • Other miscellaneous duties and responsibilities as needed. The Marketing responsibilities in your new role include and are not limited to: • You will play a key role in supporting several teams by managing placement responsibilities across a diverse range of accounts. • You will ensure that all Premium finance contracts are quoted/issued as requested by the Client. • You will follow up with the Producer and work with Clients on accounts receivables. • You will follow corporate policies and procedures. • You will continue to maintain education credits for licensing. • Other miscellaneous duties and special projects as required. • You will be the liaison with Producers and their Account Managers to discuss client needs and make recommendations regarding terms and conditions obtained. • You will assist with developing innovative marketing processes for tough placement risks. • You will provide on-going servicing as required, negotiating mid-term changes with Insurers. • You will follow policies and procedures, including security and quality procedures, as currently set out and as amended from time to time. • You will be current on new products, insurance council regulations, coverage, and market trends by attending seminars and reading relevant written material. • You will follow up with documentation from insurers. • You will function as the primary technical support to staff for policy coverage review and company underwriting information needs. • You will attend Insurer and Industry functions. • Microsoft Excel is essential, as the role requires the ability to organize and incorporate terms accurately and efficiently. • Other miscellaneous duties and responsibilities as needed. About you You have a Level 2 Insurance License. • You have a minimum of 3 to 5 years’ Commercial Lines experience; construction experience is an asset. • CAIB, CIP, FCIP or CRM designation would be considered an asset along with university and/or College education. • You are a self-starter, who is highly organized with exceptional attention to detail. • You have excellent verbal and written communication skills. • You have Intermediate computer skills including Microsoft Office Suite and Applied Epic. • You have a friendly professional demeanor with a good sense of business acumen. • You have a natural ability to thrive in a team environment and work well with others. • You are driven to success and can represent our brand and your own cohesively and confidentially. • Excellent organizational Skills • Comfortable multi-tasking and prioritizing tasks without guidance • Punctual with strong attendance history
You will play a key role in supporting several teams with account management responsibilities across a diverse range of accounts. • You aim for maximum retention of the existing book by providing exceptional client service. • You will organize and attend internal renewal strategy meetings and aim to work on renewals 90 days prior to expiry. • You will attend external client meetings as required. • You will respond promptly to client emails and telephone calls and document all correspondence appropriately in EPIC. • You will ensure that all client services documents are prepared and in a timely fashion (i.e., Summaries of Insurance, Client Proposals, Invoicing Underwriting Submissions); • • You will maintain monthly expiry lists including following up on project expiries. • You will monitor abeyances for outstanding information. • You will update spreadsheets such as Statement of Values and Contractors Equipment. • You correspond and send documents to clients (using company templates). • You will be the liaison with marketing on placements, renewals, and midterm policy changes. • You will manage the complete brokering process on small mid-size policies within the book. • You will review leases, contract documents, and provide coverage advice to clients. • You will provide bid-costing for clients prior to tender closings and recommend coverage. • You will ensure that all certificate requests are completed correctly and in a timely fashion. • You will review policy documents and/or quotes and identify coverage gaps and cross sell other lines of business when needed. • You will recommend additional coverage to clients (using coverage checklist). • Microsoft Excel is essential, as the role requires the ability to organize and incorporate terms accurately and efficiently. • Other miscellaneous duties and responsibilities as needed. The Marketing responsibilities in your new role include and are not limited to: • You will play a key role in supporting several teams by managing placement responsibilities across a diverse range of accounts. • You will ensure that all Premium finance contracts are quoted/issued as requested by the Client. • You will follow up with the Producer and work with Clients on accounts receivables. • You will follow corporate policies and procedures. • You will continue to maintain education credits for licensing. • Other miscellaneous duties and special projects as required. • You will be the liaison with Producers and their Account Managers to discuss client needs and make recommendations regarding terms and conditions obtained. • You will assist with developing innovative marketing processes for tough placement risks. • You will provide on-going servicing as required, negotiating mid-term changes with Insurers. • You will follow policies and procedures, including security and quality procedures, as currently set out and as amended from time to time. • You will be current on new products, insurance council regulations, coverage, and market trends by attending seminars and reading relevant written material. • You will follow up with documentation from insurers. • You will function as the primary technical support to staff for policy coverage review and company underwriting information needs. • You will attend Insurer and Industry functions. • Microsoft Excel is essential, as the role requires the ability to organize and incorporate terms accurately and efficiently. • Other miscellaneous duties and responsibilities as needed.
You have a Level 2 Insurance License. • You have a minimum of 3 to 5 years’ Commercial Lines experience; construction experience is an asset. • CAIB, CIP, FCIP or CRM designation would be considered an asset along with university and/or College education. • You are a self-starter, who is highly organized with exceptional attention to detail. • You have excellent verbal and written communication skills. • You have Intermediate computer skills including Microsoft Office Suite and Applied Epic. • You have a friendly professional demeanor with a good sense of business acumen. • You have a natural ability to thrive in a team environment and work well with others. • You are driven to success and can represent our brand and your own cohesively and confidentially. • Excellent organizational Skills • Comfortable multi-tasking and prioritizing tasks without guidance • Punctual with strong attendance history