Overview
We're looking for a Client Solutions Associate to join our Centre of Excellence (CoE) 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
- 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
