Senior Wholesale Broker

📁
Sales/Production
📅
68764 Requisition #

Senior Wholesale Broker

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.We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures.

Job Profile

We are looking to fill a full time role for a Senior Wholesale Broker in our Energy Division. This role will require the individual to help manage, maintain and grow a book of over 400 small to medium sized oil and gas risks made up of E&P and Service companies. If selected, you will be part of a dynamic, fun and collaborative team. Do you have an optimistic outlook and willingness to be a part of a diverse team? Are you a resourceful and ambitious individual wanting to continue to expand your insurance knowledge and skills? If you answered yes, then you would be an excellent addition to our highly motivated and productive team.

Responsibilities

  • 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 manage and maintain client and business information, according to best practice and standards, utilizing a variety of core business applications.
  • Insurance program development and placement service, as required
  • Actively prospect for and develop new business opportunities
  • Work with internal teams, colleagues, and managers to develop creative solutions and integrated sales programs for clients
  • Respond to queries and follow up on 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
  • Review of documentation for routine policy changes, 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 follow-up or obtain additional information per best practice and standards
  • 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 follow-up
  • Manage, organize and update relevant data using database applications
  • File creation and organization of client documentation
  • Perform other duties as required

 

Qualifications

  • Bachelor’s degree or commensurate experience
  • 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
  • Five (5) years energy insurance experience
  • Ability to learn on a continual basis through educational opportunities and collaboration with colleagues
  • Proven ability to communicate effectively in a professional manner both verbally and in writing
  • Strong analytical, organization and time management skills
  • Proven 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 multiā€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

Values & Competencies

  • 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
  • Works effectively as part of successful team to achieve objectives
  • Solution oriented with a problem-solving mind-set and the ability to develop resourceful and innovative approaches and solutions

What we can offer you:

Gallagher offers competitive salaries and bonus plans. We offer benefits, including; medical/dental, life & dependent life, AD & D, pension/group savings plan, 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.

We love to have fun and cultivate an enjoyable working environment. We have an active social club along with a service recognition program which ensures we share and celebrate the successes of our employees along with rewarding our employees for their achievements. We offer a diverse learning environment that challenges you to build on your strengths and to create new ones. We provide career pathing and advancement opportunities for our hard-working and dedicated employees.

We are an equal opportunity employer which values diversity in the workplace. As an equal opportunity employer we support and are happy to accommodate any individual needs in keeping with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act. Accommodations are available on request for candidates taking part in all aspects of the selection process.

 

Please Note:

Gallagher never extends an offer of employment or requests any personal identification information without having received an online application and conducted one or more in-person or video interviews. If you have received any communication referencing the offer of a job at Gallagher and you have not submitted an online application or been interviewed by a Gallagher employee, please do not assume that the offer is being sent from a legitimate Gallagher representative.

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