Job title: Account Manager

Company: Gallagher

Job description: Job Description:

Intro

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 45,000 strong, serving our clients with customized solutions that will protect them and fuel their futures.

At Gallagher, you can build a career whether it’s with our brokerage division, our benefits and HR consulting division, or our corporate team.

Overview

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.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.

Responsibilities

We are looking to fill a full time role for an Account Manager in our Energy Division. If selected, you will be part of a dynamic team, effectively handling a commercial book of business while working on a fun and collaborative team and under the direct supervision of the Account Executive. 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.

Responsibilities

• Maintain existing business by building and maintaining strong relationships with clients and agencies
• Research information to enable strategic decision making for the client
• Prepare and deliver high quality presentations and proposals tailored to each client
• Effectively manage and maintain client and business information, according to best practice and standards, utilizing a variety of core business applications. This would include but not be limited to EPIC, Word and Excel
• Insurance program development and placement service, as required
• 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 weekly or 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.
• Maintains 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
• Preparation of client facing documentation including certificates of insurance as maybe required
• Prepare client service summaries, program reports and client survey information
• Coordinate all client/insurer follow-up
• Manage, organize and update relevant data using database applications
• File creation and organization of client documentation
• Perform other duties as required

Qualifications

• Bachelor’s degree or commensurate experience
• License(s) essential to provincial licensing jurisdictions as required for the position along with management of continuing education hours
• Insurance designations and/or courses completed towards designations an asset
• Five (5) years energy insurance experience
• Ability to learn on a continual basis through educational opportunities and collaboration with colleagues
• Proven ability to communicate effectively in a professional manner both verbally and in writing
• Strong analytical, organization and time management skills
• Proven Proficiency in MS products including Word, Excel, Outlook, Power Point and Adobe products
• Familiar with insurance document management software (EPIC)
• 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
• Possess proficient commercial knowledge
• Able to work with minimal direct supervision
• Excellent customer service skills
• Proven negotiation skills

Values & 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

Expected salary:

Location: Calgary, AB

Job date: Tue, 31 Oct 2023 06:28:15 GMT