Overview
As the Client Solutions Manager, reporting to the Director of Client Solutions, you will be a key member of Gallagher's Surety team.
In this risk-finance practice you'll work directly with clients to deliver the world-class customer service Gallagher is well known for.
This is a phenomenal opportunity for collaboration and expansion, operational efficiencies and projects, aligned with the growth of Gallagher's Construction and Surety business! Work Environment Hybrid (Agile) We at Gallagher enjoy the benefits of working remotely while also collaborating and interacting with each other in the office.
This position can be based out of Gallagher's Dieppe, Fredericton or Halifax offices. How you'll make an impact Underwrite surety bond applications by evaluating financial statements, credit reports, and other relevant documents to assess risk and determine bond eligibility Evaluate and analyze contract documents, including bid bonds, performance bonds, and payment bonds and contract maintenance bonds to ensure compliance with established guidelines and regulations Collaborate with clients, brokers, and internal teams to gather vital information and documentation for bond issuance Conduct detailed risk assessments to pin point potential issues and mitigate risks associated with surety bonds Monitor and manage existing surety bond portfolios, including reviewing financial statements, assessing bond performance, and identifying potential claims Investigate and process surety bond claims, including reviewing claim documentation, conducting investigations, and negotiating settlements Maintain accurate and up-to-date records of all surety bond transactions, including applications, approvals, denials, and claims Stay updated on industry trends, regulations, and best practices, providing valuable insights and recommendations to improve the business's surety bond operations Provide outstanding customer service by promptly responding to client inquiries, resolving issues, and providing guidance on surety bond requirements Collaborate with internal teams, including underwriters, legal, and finance, to ensure compliance with company policies and procedures Follow up on payment for surety bonds, ensuring timely receipt of premiums and fees to maintain the financial health of the business About you Experience in surety bond underwriting and risk assessment Strong knowledge of surety bond regulations, industry standards, and best practices Good knowledge of markets and their policy wordings Knowledge of Carrier Portals an asset and EPIC and asset Proficient in using computer software and applications, including MS Office Suite and surety bond management systems (Erlon) Excellent analytical and problem-solving skills, with the ability to assess complex financial information and make sound decisions Outstanding attention to detail and accuracy in reviewing and analyzing surety bond applications and related documents Excellent communication and interpersonal skills, with the ability to effectively interact with clients, brokers, and internal stakeholders Ability to work independently and manage multiple priorities in a fast-paced environment Strong organizational and time management skills Licensing in good standing Pursuing or willingness to pursue relevant insurance certifications or education ( CIP, CAIB, CRM, etc) highly preferred #LI-SS1 #LI-HYBRID Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve : Flexible medical & dental coverage to meet your household's needs Life, Dependent Life and AD & D Insurance options Retirement savings including RRSP including a company match, TFSA, pension and more Employee Stock Purchase Plan Other benefits include : Educational expense reimbursement Employee assistance programs Discounted gym membership (GoodLife Fitness) Opportunity for flexible work arrangements Paid sick days & personal days Paid Time Off to Volunteer Employee education recognition program Employee referral bonus program LifeWorks Employee Assistance Program Matching Gift Program