Private Client Services Manager

Introduction 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 making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture 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. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher. Overview Are you ready to take your career to the next level by working with prestigious clients and delivering tailored insurance solutions? As a Private Client Service Manager at Gallagher, you’ll 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. Reporting to the Private Client Service Supervisor, you’ll play a pivotal role in safeguarding their lifestyles, growing relationships, and driving new business opportunities. How you'll make an impact Client Relationship Management: 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. Revenue Growth: 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. Leadership in Insurance Strategy: 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. Market Expertise: Cultivate strong relationships with carriers, leveraging your knowledge to secure the best coverage options for clients. Stay informed about market trends and know which carriers are best suited for specific risks. Team Development: Coach and mentor Client Service Managers and Associates, fostering continuous learning and professional growth. Operational Excellence: 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. About You Required: Bachelor's degree with 5+ years client service and/or claims management experience -OR- High School degree/GED with 10+ years client service and/or claims management experience. 1+ years supervisory experience. Appropriate licensing as required. Preferred: Previous insurance knowledge and experience managing client relationships. Solid financial acumen. Behaviors: You’re passionate about delivering exceptional service and building lasting relationships. You thrive in a fast-paced environment and excel at managing large accounts with frequent client contact. You’re a strategic thinker with a knack for identifying opportunities to grow revenue and enhance client satisfaction. You’re a skilled negotiator with deep market knowledge and the ability to secure the best solutions for your clients. You’re tech-savvy and detail-oriented, ensuring seamless operations and compliance. Compensation and benefits We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. 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: Medical/dental/vision plans, which start from day one! Life and accident insurance 401(K) and Roth options Tax-advantaged accounts (HSA, FSA) Educational expense reimbursement Paid parental leave Other benefits include: Digital mental health services (Talkspace) Flexible work hours (availability varies by office and job function) Training programs Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing Charitable matching gift program And more... **The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process. We value inclusion and diversity Click Here to review our U.S. Eligibility Requirements Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business. Client Relationship Management: 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. Revenue Growth: 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. Leadership in Insurance Strategy: 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. Market Expertise: Cultivate strong relationships with carriers, leveraging your knowledge to secure the best coverage options for clients. Stay informed about market trends and know which carriers are best suited for specific risks. Team Development: Coach and mentor Client Service Managers and Associates, fostering continuous learning and professional growth. Operational Excellence: 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. Required: Bachelor's degree with 5+ years client service and/or claims management experience -OR- High School degree/GED with 10+ years client service and/or claims management experience. 1+ years supervisory experience. Appropriate licensing as required. Preferred: Previous insurance knowledge and experience managing client relationships. Solid financial acumen. Behaviors: You’re passionate about delivering exceptional service and building lasting relationships. You thrive in a fast-paced environment and excel at managing large accounts with frequent client contact. You’re a strategic thinker with a knack for identifying opportunities to grow revenue and enhance client satisfaction. You’re a skilled negotiator with deep market knowledge and the ability to secure the best solutions for your clients. You’re tech-savvy and detail-oriented, ensuring seamless operations and compliance.