Client Service Broker

Professional Liability | Markham, Ontario

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We are seeking a highly motivated self-starter to join our Professional Liability Team. The position involves managing a book of business, assisting Commercial Account Executives, working with Insurance Companies and our Operations/Sales Teams to provide excellent service to our clients.

Key Job Responsibilities

  • Set up and maintain client files

  • Process endorsements and mid-term changes to policy

  • Process new business and renewals

  • Assist with maintaining Bordereau’s for Program Business

  • Prepare/Request and track Invoicing, prepare binders and cover letters

  • Request Premium Financing contracts

  • Prepare presentations, insurance submissions, certificates of insurance, liability slips and check policy documents for accuracy

  • Access various Insurance Company portals to obtain insurance policy documents

  • Adhere to required procedures and protocol as per our company guidelines

  • Be a positive member of our team and assist with Department related projects and initiatives, when assigned

Educational and Experience Requirements

  • 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/others and independently

  • RIBO license an asset but not mandatory

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. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Please sign up for our talent Network 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.

About Gallagher

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