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Account Manager

  • 4430 West Saanich Road Suite 103, Victoria, BC, V8Z 3E9, Canada

Full-time

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Job details

Job type
Full-time
Apply by
Experience
Minimum of 3 years relevant insurance industry experience
Posting language
English
Posted

Original job description

Introduction

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.

We believe that every candidate brings something special to the table, including you! We currently have an existing vacancy within our organization, so, even if you feel that you’re close but not an exact match, we encourage you to apply.


Overview

The role of the Account Manager is to provide partnership to the Sales Leader in the servicing, retention and growth of a group of clients. Position also liaises with insurance companies resulting in maintaining and exceeding the service standards of Arthur J. Gallagher. In addition, an Account Manager will participate in client-facing meetings, insurer negotiations and promotion of existing and additional products and services. Business analysis and reporting in addition to assuming various projects to support the achievement of the departmental goals and objectives is also a function of this role


How you'll make an impact

  • Markets all New business and renewals (that require re-marketing)  
  • Binds accounts/coverages with insurer  
  • Negotiate terms/conditions with company, prepares binders and sends to client and insurer to request issuance of policy 
  • Meet with or discuss with client any additional underwriting information necessary for placement of new business and/or renewals 
  • Provide confirmation to the insurance company of the client’s acceptance of renewal rates 
  • At the discretion of the Sales Leader handle renewal negotiations with insurers based on complexity and/or expertise  
  • Provide detailed summary of terms and pricing negotiated with recommendations for additional coverages and placement of all accounts handled  
  • At the direction of the Sales Leader, attend client meetings to gather renewal information and participate in renewal negotiation/presentation meetings either in conjunction with Sales Leader or on their own 
  • At the discretion of the Sales Leader, attend conferences to aid in retention and new business opportunities of various programs  
  • Working with the Sales Leader, develop and implement new business and program opportunities  
  • Maintain professional relationships with key insurers to ensure maximization of new business growth and retention opportunities  
  • Collaborate with sales and operations to provide guidance and technical resources in the preparation and response of qualified RFP’s as required. 
  • Attend appropriate industry functions. 
  • Special projects as assigned 

About you

  • Wanting to join a dynamic fun commercial team all the while learning each and every day  
  • Minimum of 3 years relevant insurance industry experience 
  • Level 2 Licensed  
  • CIP, FCIP, CRM, or CAIB an asset or the or willingness to continue their education to reach designation 
  • Client service and/or advocacy experience an asset 
  • Consistently demonstrated ability to handle marketing of accounts, including negotiation of all accounts in portfolio with client facing activities maintaining a book of business 
  • Consistently demonstrated ability and willingness to work in tandem with the sale leader for complex account placement and administration 
  • Consistently demonstrated ability to work on own initiative including suggestion and implementation of efficiencies to increase productivity of team workflow 
  • Consistently demonstrated commitment to promotion of new business sales within team  
  • Consistently demonstrated ability and willingness to train more junior staff members 
  • Strong analytical, organization and time management skills 
  • Excellent interpersonal, written and verbal communication skills 
  • Strong team player – ability to adapt to, and work cooperatively with, various individuals 
  • Strong analytical, organization and time management skills  
  • Self-starter with high level of initiative 
  • Proactive in identifying opportunities and developing solutions 
  • Creative / out of the box thinking 
  • Ability to work well under pressure with minimum supervision in a team environment 
  • Exceptional computer and technical skills including proficiency in Microsoft office products  
  • Able to adapt quickly to change  
  • Demonstrated ability to re-prioritize as required 
  • Ability to identify and analyze client risk exposures 
  • Ability to multi-task in a fast-paced environment

Compensation and benefits

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

  • Competitive compensation
  • Comprehensive benefits programs designed to support your well-being 
  • Career development opportunities and ongoing learning 
  • A collaborative, people-first culture with accessible leadership 
  • The opportunity to do meaningful work with global reach and local impact 

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)

More about this job

Responsibilities

The Account Manager partners with the Sales Leader to service, retain, and grow a portfolio of clients while managing insurance renewals and new business. They also liaise with insurers, participate in client meetings, and provide technical support for RFP responses.

Requirements

Candidates must have a minimum of 3 years of relevant insurance industry experience and hold a Level 2 license. Professional designations such as CIP, FCIP, CRM, or CAIB are considered an asset.

Skills

  • Account management
  • Insurance industry knowledge
  • Client service
  • Risk analysis
  • Negotiation
  • Marketing
  • Business analysis
  • Reporting
  • Project management
  • Analytical skills
  • Organization
  • Time management
  • Interpersonal skills
  • Communication skills
  • Microsoft office
  • Technical skills

Benefits

  • Flexible medical & dental coverage
  • Life insurance
  • Dependent life insurance
  • AD&D insurance
  • Retirement savings
  • RRSP
  • TFSA
  • Pension
  • Employee stock purchase plan
  • Educational expense reimbursement
  • Employee assistance programs
  • Discounted gym membership
  • Flexible work arrangements
  • Paid sick days
  • Personal days
  • Employee education recognition program
  • Employee referral bonus program

Visa sponsorship

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Categories

  • Finance & Accounting
  • Sales
  • Customer Service & Support
  • Consulting

Keywords

  • Account Manager
  • Insurance
  • Risk Management
  • Underwriting
  • Renewals
  • Client Advocacy
  • RFP
  • CIP
  • FCIP
  • CRM
  • CAIB
  • Microsoft Office
  • Business Development
  • Portfolio Management
  • Policy Issuance
  • Data Analysis
  • Commercial Insurance

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