Client Solutions Associate

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 The Personal Lines Trainee is a developmental position designed to provide structured training and practical experience in Personal Lines insurance. Working closely with experienced members of the Personal Lines team, the Trainee will develop knowledge of insurance products and coverage, brokerage and insurer systems, policy administration, client service, documentation standards, and account management practices. The Trainee will be required to obtain a Level 1 Insurance Licence and successfully complete all applicable licensing requirements. Responsibilities will increase gradually as the Trainee develops technical knowledge, demonstrates competency and sound judgment, and becomes capable of working more independently. How you'll make an impact Training and Technical Development • Develop a working knowledge of Personal Lines insurance products, coverages, limits, deductibles, exclusions, and insurer requirements. • Learn brokerage systems, insurer portals, workflows, procedures, and documentation standards. • Participate in structured training and hands-on mentoring with experienced Personal Lines team members. • Develop an understanding of E&O requirements and the importance of accurate and complete documentation. • Build knowledge of insurer appetites, underwritten requirements, and available Personal Lines markets. • Complete assigned training and professional development requirements. • Obtain and maintain the required Level 1 Insurance Licence. Policy Administration and Processing • Assist with new business, renewals, endorsements, cancellations, and other policy transactions. • Process policy documentation accurately and in accordance with established brokerage procedures. • Review policy information for completeness and accuracy. • Assist with obtaining underwriting information and preparing submissions. • Maintain accurate and timely client and policy records within brokerage systems. • Follow up on outstanding documentation, information, and transactional requirements. Client Service • Develop professional client communication skills through telephone, email, and in-person interactions. • Respond to routine client inquiries under the guidance of experienced team members. • Assist clients with policy changes, documentation, and general service requests as training progresses. • Learn to identify client needs and explain available coverage options clearly and professionally. • Escalate complex coverage, underwriting, or client concerns to an experienced team member when appropriate. • Provide responsive, accurate, and professional service. Renewals, Quoting and Remarketing • Assist with the preparation and processing of policy renewals. • Learn to review existing coverage and identify potential coverage gaps or changes in client circumstances. • Assist with new business quoting and insurer submissions. • Develop an understanding of when remarketing may be appropriate and how to compare coverage and insurer options. • Progress toward completing Personal Lines quotes, renewals, and remarketing activities with increasing independence as competency develops. Developing Account Management Skills • Gradually assume responsibility for routine client service activities as knowledge and confidence develop. • Learn to manage client files from initial inquiry through policy issuance and ongoing servicing. • Develop the organizational and time-management skills required to effectively manage client accounts. • Develop the knowledge and skills required to progressively assume responsibility for Personal Lines clients as competency and experience increase. • Maintain appropriate follow-up practices and ensure commitments to clients, insurers, and colleagues are completed in a timely manner. Training and Mentorship The Trainee will work closely with experienced Personal Lines team members and receive ongoing coaching, training, and mentorship. The Trainee will be expected to actively participate in their development, ask questions, seek and apply feedback, and demonstrate continued growth in technical knowledge, client service, and overall job performance. As competency develops, the Trainee will be expected to take on increasingly complex responsibilities and demonstrate greater independence in completing assigned work. About you Qualifications and Attributes • Interest in developing a career in the insurance industry. • Ability and commitment to obtain a Level 1 Insurance Licence. • Strong client service and relationship-building skills. • Professional verbal and written communication skills. • Strong attention to detail and accuracy. • Ability and willingness to learn new systems, processes, and technical information. • Strong organizational and time-management skills. • Ability to manage multiple priorities and follow through on commitments. • Sound judgment and willingness to seek guidance when required. • Ability to accept feedback and apply learning. • Collaborative and team-oriented approach. • Commitment to confidentiality, professionalism, and ethical conduct. • Willingness to participate in ongoing training and professional development. Measures of Success Success in the position will be demonstrated through: • Successful completion of the required Level 1 Insurance Licence. • Progressive development of Personal Lines insurance knowledge. • Accuracy and completeness of policy processing and documentation. • Consistent adherence to brokerage procedures and E&O standards. • Effective use of brokerage and insurer systems. • Professional and responsive client service. • Demonstrated ability to apply training, coaching, and feedback. • Increasing ability to complete assigned responsibilities independently. • Demonstrated readiness to assume increasingly complex Personal Lines responsibilities.
Training and Technical Development • Develop a working knowledge of Personal Lines insurance products, coverages, limits, deductibles, exclusions, and insurer requirements. • Learn brokerage systems, insurer portals, workflows, procedures, and documentation standards. • Participate in structured training and hands-on mentoring with experienced Personal Lines team members. • Develop an understanding of E&O requirements and the importance of accurate and complete documentation. • Build knowledge of insurer appetites, underwritten requirements, and available Personal Lines markets. • Complete assigned training and professional development requirements. • Obtain and maintain the required Level 1 Insurance Licence. Policy Administration and Processing • Assist with new business, renewals, endorsements, cancellations, and other policy transactions. • Process policy documentation accurately and in accordance with established brokerage procedures. • Review policy information for completeness and accuracy. • Assist with obtaining underwriting information and preparing submissions. • Maintain accurate and timely client and policy records within brokerage systems. • Follow up on outstanding documentation, information, and transactional requirements. Client Service • Develop professional client communication skills through telephone, email, and in-person interactions. • Respond to routine client inquiries under the guidance of experienced team members. • Assist clients with policy changes, documentation, and general service requests as training progresses. • Learn to identify client needs and explain available coverage options clearly and professionally. • Escalate complex coverage, underwriting, or client concerns to an experienced team member when appropriate. • Provide responsive, accurate, and professional service. Renewals, Quoting and Remarketing • Assist with the preparation and processing of policy renewals. • Learn to review existing coverage and identify potential coverage gaps or changes in client circumstances. • Assist with new business quoting and insurer submissions. • Develop an understanding of when remarketing may be appropriate and how to compare coverage and insurer options. • Progress toward completing Personal Lines quotes, renewals, and remarketing activities with increasing independence as competency develops. Developing Account Management Skills • Gradually assume responsibility for routine client service activities as knowledge and confidence develop. • Learn to manage client files from initial inquiry through policy issuance and ongoing servicing. • Develop the organizational and time-management skills required to effectively manage client accounts. • Develop the knowledge and skills required to progressively assume responsibility for Personal Lines clients as competency and experience increase. • Maintain appropriate follow-up practices and ensure commitments to clients, insurers, and colleagues are completed in a timely manner. Training and Mentorship The Trainee will work closely with experienced Personal Lines team members and receive ongoing coaching, training, and mentorship. The Trainee will be expected to actively participate in their development, ask questions, seek and apply feedback, and demonstrate continued growth in technical knowledge, client service, and overall job performance. As competency develops, the Trainee will be expected to take on increasingly complex responsibilities and demonstrate greater independence in completing assigned work.
Qualifications and Attributes • Interest in developing a career in the insurance industry. • Ability and commitment to obtain a Level 1 Insurance Licence. • Strong client service and relationship-building skills. • Professional verbal and written communication skills. • Strong attention to detail and accuracy. • Ability and willingness to learn new systems, processes, and technical information. • Strong organizational and time-management skills. • Ability to manage multiple priorities and follow through on commitments. • Sound judgment and willingness to seek guidance when required. • Ability to accept feedback and apply learning. • Collaborative and team-oriented approach. • Commitment to confidentiality, professionalism, and ethical conduct. • Willingness to participate in ongoing training and professional development. Measures of Success Success in the position will be demonstrated through: • Successful completion of the required Level 1 Insurance Licence. • Progressive development of Personal Lines insurance knowledge. • Accuracy and completeness of policy processing and documentation. • Consistent adherence to brokerage procedures and E&O standards. • Effective use of brokerage and insurer systems. • Professional and responsive client service. • Demonstrated ability to apply training, coaching, and feedback. • Increasing ability to complete assigned responsibilities independently. • Demonstrated readiness to assume increasingly complex Personal Lines responsibilities.