CSM

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 As a Client Solutions Manager on the Personal Lines team, you will be managing a book of business and working directly with clients in delivering the world-class customer service 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! 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 London, Mississauga or Stoney Creek office locations in Ontario. How you'll make an impact Supporting a designated portfolio of clientele, playing a meaningful role in business retention and building upon customer relationships. Analyze 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. Respond to client inquiries quickly and efficiently, maintaining the 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 You bring 2+ years of Personal Lines Account Management experience, preferably in a Brokerage environment. RIBO licensing in good standing. Pursuing or willingness to pursue relevant insurance certifications or education (i.e. CIP, CAIB, CRM, etc) highly preferred. Knowledge of EPIC is an asset. 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. Compensation and benefits At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page. Competitive compensation Comprehensive benefits programs designed to support your well-being Career development opportunities and ongoing learning A collaborative, people-first culture with accessible leadership The opportunity to do meaningful work with global reach and local impact At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles. Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)
Supporting a designated portfolio of clientele, playing a meaningful role in business retention and building upon customer relationships. Analyze 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. Respond to client inquiries quickly and efficiently, maintaining the 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.
You bring 2+ years of Personal Lines Account Management experience, preferably in a Brokerage environment. RIBO licensing in good standing. Pursuing or willingness to pursue relevant insurance certifications or education (i.e. CIP, CAIB, CRM, etc) highly preferred. Knowledge of EPIC is an asset. 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.