Wholesale Broker

Gallagher Energy Risk Services | Calgary, Alberta

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Gallagher Energy Risk Services is Canada’s leading energy insurance broker and is focused exclusively on creating innovative and comprehensive risk and insurance solutions for the global energy community. A unique service platform and access to global resources allows us to provide professional insurance brokerage and risk management services both in Canada and abroad.

Job Profile

We are looking to fill the position of Wholesale Broker within our energy insurance team. The primary responsibility in the role of Wholesale Broker is to manage, maintain and grow a book of over 200 small to medium sized oil and gas risks which are made up of E&P and service companies. The successful candidate would be responsible for the gathering of renewal information, negotiating renewal terms and preparing proposals based on those terms. The Wholesale Broker is also responsible for maintaining positive relationships with their clients which are made up of Broker partners from across Western Canada. This role is not only responsible for maintaining existing business, but also for growing the book by set “hard” targets as laid out prior to the start of each calendar year. Do you have an optimistic outlook and willingness to work with a dynamic and diverse team? Are you a resourceful and ambitious individual wanting to continue to expand your insurance knowledge and skills? If you answered yes, then you would be an excellent addition to our highly motivated and productive team.

Key Job Responsibilities

  • Maintain existing business by building and maintaining strong relationships with clients and agencies

  • Prepare and deliver high quality presentations and proposals

  • Negotiate with markets in order to achieve the best possible deal for your client

  • Effectively manage and maintain client and business information, according to best practice and standards, utilizing a variety of core business applications

  • Actively prospect for and develop new business opportunities

  • Work with internal teams, colleagues, and managers to develop creative solutions and integrated sales programs for clients

  • Respond to queries and follow up on all client calls and e-mails

  • Update and maintain all account history and activity reports

  • Prepare monthly sales status reports

  • Attend industry events

  • Review of documentation for routine policy changes, additions, deletions, renewals or cancellations

  • Processing insurance applications, endorsements, binders, quotes, rating, etc.

  • Manage renewal list and tracks expiry dates for the proactive planning of renewal and for follow up internally for up to date information

  • Communicate directly with underwriters and account teams to follow-up or obtain additional information per best practice and standards

  • Coordinate all client/insurer follow-up

  • Manage, organize and update relevant data using database applications

  • Communicate with insurers as required to support the broking function

  • Perform other duties as required

Education and Experience Requirements

  • License(s) essential to provincial licensing jurisdictions as required for the position along with management of continuing education hours to ensure licensing compliance

  • Five (5) years insurance experience broking or underwriting

  • Willingness & acceptance to learning on a continual basis through educational opportunities and collaboration with colleagues

  • Will be expected to act as an internal resource

  • Proven ability to communicate effectively in a professional manner both verbally and in writing

  • Strong analytical, organizational and time management skills

  • Proven proficiency in MS office products including Word, Excel, Outlook, Power Point and Adobe products

  • Familiar with insurance document management software

  • High level of accuracy and attention to detail in all areas of work

  • Ability to multi‐task between a variety of tasks, projects, and deadlines

  • Ability to work independently with minimal direct supervision and /or within a team is essential

  • Excellent customer service skills

  • Completion of post-secondary an asset

  • Insurance designations and/or courses completed towards designations an asset

  • Experience within the EPIC Broker Management System (BMS) an asset

Values and Competencies

  • Highly motivated and results focused maintaining the highest degree of ethics and integrity resulting in exceptional client service

  • Strong communication and interpersonal skills with both clients and colleagues

  • Works effectively as part of successful team to achieve objectives

  • Solution oriented with a problem-solving mind-set and the ability to develop resourceful and innovative approaches and solutions

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 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.

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 www.ajgcanada.com.

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