Client Solution Associate

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.

How you'll make an impact

The purpose of this role is to provide administrative and technical service support to a team of Client Solutions Managers. The successful candidate will demonstrate the ability to work confidently in a fast-paced environment, and will be an effective communicator with both clients and staff.
Set up and maintain client files
Process endorsements mid-term changes to policy
Request and/or process new business and renewals
Request all Invoicing, binders and cover letters
Prepare certificates of insurance and complete post placement checklist with sign off from CSM Invoicing and completing premium financing contracts
Prepare and distribute automobile pink slips as required
Handle accounting activities for team
Claims - responsible for reporting claims and f/u for adjuster contact information (where claims support does not exist)
Insurance Company portals - access various Insurance Company portals to obtain insurance policy documents.
Prepare and maintain schedules of insurance and check policy documents for accuracy

About you

Excellent computer skills, MS Excel, MS Word, MS PowerPoint
Extremely well organized & able to meet deadlines
Accurate and detail oriented
Ability to work well with team and others
RIBO license an asset but not mandatory

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
Paid Time Off to Volunteer
Employee education recognition program
Employee referral bonus program
LifeWorks Employee Assistance Program
Matching Gift 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.
Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as 'protected characteristics') by applicable federal, state, or local laws.
Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
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