Private Client Services Manager
Gallagher, Bedford, NY, United States
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 are at your fingertips. Here you’re not just improving clients’ risk profiles; you’re building trust.
Overview
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
Passionate about delivering exceptional service and building lasting relationships.
Thrives in a fast‑paced environment and excels at managing large accounts with frequent client contact.
Strategic thinker who identifies opportunities to grow revenue and enhance client satisfaction.
Skilled negotiator with deep market knowledge and the ability to secure the best solutions for your clients.
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. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
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
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…
Inclusion and Diversity
Gallagher embraces diversity in all its forms. We believe that all persons are entitled to equal employment opportunity and prohibits any form of discrimination. 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 undue hardship.
#J-18808-Ljbffr
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 are at your fingertips. Here you’re not just improving clients’ risk profiles; you’re building trust.
Overview
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
Passionate about delivering exceptional service and building lasting relationships.
Thrives in a fast‑paced environment and excels at managing large accounts with frequent client contact.
Strategic thinker who identifies opportunities to grow revenue and enhance client satisfaction.
Skilled negotiator with deep market knowledge and the ability to secure the best solutions for your clients.
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. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
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
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…
Inclusion and Diversity
Gallagher embraces diversity in all its forms. We believe that all persons are entitled to equal employment opportunity and prohibits any form of discrimination. 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 undue hardship.
#J-18808-Ljbffr