Client Solutions Associate, Surety

Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management.

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.

As the Client Solutions Associate, reporting to the VP of Operations & Client Services, you will assist in the overall branch workflow process. You will build documents using word processing equipment, which include letters, memos, forms, reports, dictation, certificates of insurance and bonds. In partnership with the rest of the team, you will deliver tailored bonding and insurance solutions to our clients, for securing contracted work.

Work Environment Hybrid (Agile) – We at Gallagher enjoy the benefits of working remotely while also collaborating and interacting with each other in the office.

• Supporting a designated portfolio of Surety clientele, playing a meaningful role in business retention and ultimately ensuring clients have a flawless bonding experience.
• Update documents using internal systems, including company portals, and preparing new bonding documents and endorsements under the mentorship of the team.
• Aid in the preparation of invoices, certificates of insurance and letters of insurance undertaking, with the direction from the team.
• Collaborating in the creation of client presentations, preparing RFPs and further strengthening relationships with our Surety partners.
• Continue to build Surety and Insurance subject matter expertise and upgrading your skills and knowledge through practice and education on relative coverage lines, insurance products and client management systems.
• Determine areas of opportunity for operational improvement, making full use of available technology and other Gallagher resources.

• Secondary School Diploma, College or University Degree strongly preferred or equivalent work experience.
• Broker's License or willingness to obtain.
• 1-2 years of professional work experience required. Experience in an Insurance Brokerage, Surety or Customer Facing Environment highly preferred.
• With a passion for acquiring new skills and tackling new challenges, you seek a role where you will not only learn the business of Surety, but will also be able to have an immediate impact.
• Being in a fast-paced, dynamic environment brings out the best in you. You’re always able to prioritize effectively which allows you to exceed client expectations every time!
• Working collaboratively and building relationships comes naturally to you, whether that’s with surety clients or colleagues - people love working with you, and you with them.
• Surety is a highly technical and financial field, but that complements your keen eye for detail – always being able to maintain the highest level of accuracy in your work.
• Highly tech-savvy, with an ability to learn new systems, tools and processes.

Compensation and Benefits

• Competitive salaries and bonus plans. Medical & dental coverage to meet your household's needs.
• Life, Dependent Life and AD & D Insurance options. Pension & group savings plans. Employee stock purchase plan.
• Educational expense reimbursement. Employee assistance programs.
• Discounted gym membership.
• Opportunity for flexible work hours. Paid sick days & personal days.
• Employee education recognition program. Employee referral bonus program and more.

#LI-SS1 #LI-Hybrid