Client Solutions Associate, Commercial Lines

Overview

We're looking for a Client Solutions Associate to join our Commercial Lines Team! As the Client Solutions Associate, you will 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. Work Environment Hybrid (Agile) – We at Gallagher enjoy the benefits of working remotely while also collaborating and interacting with each other in the office.

How you'll make an impact 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 Insurance Company portals – access various Insurance Company portals to acquire insurance policy documents.

Prepare and maintain schedules of insurance and check policy documents for accuracy About you Having experience working in an insurance brokerage is considered an aseet Excellent computer skills, MS Excel, MS Word, MS PowerPoint Very well organized & able to meet deadlines Accurate and detail oriented Ability to work well with team and others Brokers 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 (Good Life Fitness) Opportunity for flexible work arrangements Paid sick days & personal days Employee education recognition program Employee referral bonus program