Private Client Account Manager
About the role
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—and advanced data and analytics that provide a comprehensive overview of the risk landscape. The culture is 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.
As a Private Client Service Manager, you will be the trusted advisor for High Net Worth individuals, managing their personal insurance programs and ensuring their unique needs are met with precision and care. You will report to the Private Client Service Supervisor and play a pivotal role in safeguarding client lifestyles, growing relationships, and driving new business opportunities.
Responsibilities
- Build and nurture relationships with High Net Worth clients, providing proactive, high‑quality service that anticipates their needs.
- Conduct annual reviews of insurance programs to ensure clients are fully protected and recommend enhancements based on their evolving risk profiles.
- Counsel clients on additional lines of insurance or limit increases to address their unique exposures.
- Actively seek referrals from existing clients and centers of influence to generate new business opportunities.
- Take charge of the renewal process, ensuring timely delivery of the best solutions tailored to each client’s needs.
- Collaborate with Producers and lead the design, marketing, and service strategy for client insurance programs.
- Cultivate strong relationships with carriers, leveraging market knowledge to secure the best coverage options for clients.
- Stay informed about market trends and identify which carriers are best suited for specific risks.
- Coach and mentor Client Service Managers and Associates, fostering continuous learning and professional growth.
- Ensure accurate client and policy data is maintained within Gallagher systems.
- Execute best practices and leverage shared services to maximize efficiency.
- Conduct audits to ensure compliance with service standards and timelines.
Requirements
- Bachelor’s degree with 5+ years of client service and/or claims management experience, or High School degree/GED with 10+ years of client service and/or claims management experience.
- 1+ years supervisory experience.
- Appropriate licensing as required.
- Preferred: Previous insurance knowledge and experience managing client relationships.
- Preferred: Solid financial acumen.
- Behaviors: Passion for delivering exceptional service and building lasting relationships.
- Ability to thrive in a fast‑paced environment and manage large accounts with frequent client contact.
- Strategic thinker with a knack for identifying opportunities to grow revenue and enhance client satisfaction.
- Skilled negotiator with deep market knowledge and the ability to secure the best solutions for clients.
- Tech‑savvy and detail‑oriented, ensuring seamless operations and compliance.
Benefits
- 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.
- Inclusive and authentic workplace; transferable skills are considered.
Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled).