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Arthur J Gallagher Canada Limited

Client Service Broker and Team Leader - Personal Lines

Canada-Ontario-Mississauga

1400100

Company Information

Founded in 1927, Arthur J. Gallagher & Co. is one of the largest risk management and insurance broking companies in the world. With its corporate headquarters in Itasca, Illinois, US, it employs over 19,000 insurance professionals globally serving clients in over 140 countries and has total revenues in excess of US$3.5 billion.  Internationally, AJG and stretches from the UK to Australia, from Canada to the Caribbean, and from Latin America to Asia.  Arthur J. Gallagher Canada Limited employs more than 750 people.

Our experienced practitioners take a resolutely hands-on approach, personally overseeing the service that you're given and doing everything they can to understand your business, your priorities and your wants and needs.   At Gallagher, we are proud of our ability to put our clients – not our products – at the Centre of our operations. We believe that we think and behave differently than other brokers because we know that brand names don’t deliver services – people do.


Job Description

Client Service Broker & Team Leader – Personal Lines

The purpose of this role is to provide quality, responsive day-to-day client service.  The Client Service Broker & Team Leader must be well organized, possess the ability to prioritize workflow in a timely manner and provide excellent customer service.

 

Client Service

 

  • 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

 

  • Responsible for motivating and monitoring Customer Service Brokers

  • Implement administrative and operational policies and practices as directed by the Manager

  • Ensure team’s adherence to set workflows, underwriting criteria and compliance to guidelines and controls

  • Responsible for conducting individual audits

  • Perform other quality assurance functions as needed to ensure adherence to standards

  • Implement on going employee evaluations, training and development activities to ensure service standards are met

  • Responsible for attendance tracking and ensure staffing levels are appropriate to meet service standards

  • Respond to and document all client escalations within guidelines

  • Attend appropriate industry functions

  • Act as point of contact for the team members on all issues

  • Other duties as required

 

 

 

Education

 

  • RIBO License required

  • University Degree or College Diploma, CAIB and/or CIP designation an asset

  • Minimum of 8 years relevant insurance and/or industry related experience

  • 5 years RIBO License required

  • 2 years of management 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 



Please email your resume in confidence to Human Resources at ajg.careers.canada@ajg.com  and include “Client Service Broker and Team Leader – Personal Lines” in the subject line.  For more information about our company, visit our website at http://ajgcanada.com.  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.

 


Contact Information

Arthur J Gallagher Canada Limitedanu kashyapAJG.Careers.Canada@ajg.com905-305-5966http://ajgcanada.com/
Posting Date: 22-Nov-2016Insurance Permanent, Full-Time Open 1 ASAP
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