Account Manager - Energy Practice

Job Description

Welcome to Gallagher - a global leader in insurance, risk management, and consulting services. With a growing team of more than 45,000 professionals worldwide, we empower businesses, communities, and individuals to thrive. At Gallagher, you can build a career whether it's with our brokerage division, our benefits and HR consulting division, or our corporate team. Experience The Gallagher Way, a culture fueled by shared values and a collective passion for excellence. Join one of our dynamic teams, where you'll play a pivotal role in shaping Gallagher's future and unlocking unparalleled opportunities for both clients and yourself.

We believe that every candidate brings something special to the table, including you! So, even if you feel that you're close but not an exact match, we encourage you to apply.

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.

Our new colleague will be part of a dynamic team, effectively handling a commercial book of business while working on a fun and collaborative team, 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 bold individual wanting to continue to expand your insurance knowledge and skills? If this sounds like you, then you would be an excellent addition to our highly motivated and productive team!

• 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 handle and maintain client and business information, according to the highest standards, using our suite of core business applications. This would include but not be limited to EPIC, Word and Excel
• Insurance program development and placement service, as required
• Develop new business opportunities within a team environment
• Work with internal teams, colleagues, and managers to develop creative solutions and integrated sales programs for clients
• Respond to queries and respond to 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
• Analyze documentation for routine policy updates, 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 acquire additional information per standard methodologies
• 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 communication
• Organize and update relevant data using database applications
• File creation and organization of client documentation

• 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
• Ten + years energy risk & insurance experience is ideal
• Ability to learn on a continual basis through educational opportunities and collaboration with colleagues
• Consistent track record of communicating effectively in a professional manner both verbally and in writing
• Strong analytical, organization and time management skills
• 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
• 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
• Solution oriented with a problem-solving mind-set and the ability to develop resourceful and innovative ways and solutions