Client Service Broker
Personal Lines | London & Mississauga, Ontario
The purpose of this role is to provide quality, responsive day-to-day client service. The Client Service Broker must be well organized, possess the ability to prioritize workflow in a timely manner and provide excellent customer service
Key Job Responsibilities
Respond to all client inquiries in a timely manner and act as back-up when other CSB’s are unavailable.
Review renewals for coverage, accuracy and market when required
Adhere to binding authority set out by carriers
Process and/or review all transactions
Follow internal workflow
Achieve division retention goals
Identify upsell opportunities, explain and recommend to clients
Identify cross selling opportunities and produce quality leads to sales team
Discuss any potential problems or concerns the client may have with the Account Executive in the first year of business including notification of non-payment cancellations
Educational and Experience Requirements
RIBO License is required
University Degree or College Diploma, CAIB and/or CIP designation an asset
3-5 years personal insurance experience
Knowledge of EPIC an asset
Comprehensive and effective verbal/written communication skills
Ability to work well under pressure with minimum supervision in a team environment
Strong emphasis on a positive team dynamic
Excellent time management and organization skills
High attention to detail and accuracy
Ability to multi-task between a variety of tasks, projects, and deadlines
Gallagher offers competitive salaries and benefits, including; medical, dental, vision plans, life and accident insurance, pension plan, employee stock purchase plan, educational expense reimbursement, employee assistance programs, opportunity for flexible work hours, and training programs.
We are an equal opportunity employer which values diversity in the workplace and are therefore happy to accommodate any individual needs in keeping with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act. Accommodations are available on request for candidates taking part in all aspects of the selection process.
Please sign up for our talent Network http://bit.ly/GallagherTalent. We thank all applicants for their interest in this opportunity. Please note that only successful candidates will be contacted. No telephone inquiries or agencies please.
Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures.
Our Canadian roots run deep, dating back to 1890. In Canada, Gallagher employs close to 1200 people in more than 35 offices across the country.
For more information, visit our website www.ajgcanada.com.