Client Service Executive

Gallagher; Dallas (TX); On-site; Confidential; Full time

Benefits offered by this job

Competitive pay

Benefits package

Career development

Collaborative culture

Job summary

Gallagher is hiring for a Commercial Private Client Service Executive responsible for delivering high-quality, personalized service to Private Client customers. You will manage day-to-day account needs, renewals, and ongoing advisory support, reporting to the Private Client Commercial Client Service Supervisor.

You will build strong client relationships, identify cross-sell opportunities, and collaborate with internal teams to ensure top-tier service and retention.

Qualifications

• 5+ years of experience in commercial insurance client service
• Active P&C license and strong understanding of insurance products
• Ability to assess complex client needs and deliver tailored solutions
• Consultative approach to engaging clients and influencing decisions
• Proactive mindset for identifying opportunities to expand accounts

Responsibilities

• Serve as the primary contact for Private Client customers and ensure a high-touch experience
• Manage renewal process end-to-end with tailored insurance solutions
• Build and expand relationships with existing clients and identify cross-sell opportunities
• Collaborate with internal teams to deliver high-quality solutions and meet client expectations
• Drive client retention and revenue growth through proactive service and relationship management

Skills

Client service

Insurance knowledge

P&C license

Relationship building

Account management

Job description

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.

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

The Commercial Private Client Service Executive is a pivotal role responsible for delivering high-quality, personalized, and exceptional service to Private Client customers. This role involves managing the day-to-day account needs of an assigned portfolio of clients, ranging from relatively straightforward to more complex accounts. Reporting directly to the Private Client Commercial Client Service Supervisor, the Service Manager plays a critical role in driving client satisfaction, retention, and growth while contributing to the overall success of Arthur J. Gallagher (AJG).

How You'll Make An Impact

• Serve as the primary point of contact for Private Client customers, ensuring a seamless and high-touch client experience.
• Manage the renewal process end-to-end, delivering tailored insurance solutions that meet client needs in a timely and professional manner.
• Build, strengthen, and expand relationships with existing clients by providing bespoke, ongoing service and identifying opportunities for additional coverage.
• Actively contribute to client retention by delivering exceptional service and fostering trust and loyalty.
• Drive client growth by identifying and pursuing opportunities to cross-sell or upsell additional lines of coverage.
• Collaborate with internal teams to ensure the delivery of high-quality solutions that align with client expectations and AJG’s standards.
• Support a culture of performance excellence and continuous improvement within the team.

Key Contributions to Business Outcomes

• Enhance client satisfaction and loyalty through exceptional service delivery.
• Contribute to client retention by addressing client needs proactively and effectively.
• Drive revenue growth by identifying opportunities to expand client relationships.
• Strengthen AJG’s value proposition by consistently delivering tailored, high-quality solutions.

Remote

About You

• 5+ years of experience in commercial insurance client service or account management, with a track record of independently managing moderately complex Small Business accounts
• An active P&C license and a strong understanding of insurance products, coverage options, underwriting principles, and service processes
• The ability to assess complex client needs and deliver tailored, value-driven solutions with confidence and precision
• A consultative approach to engaging clients, building trust, and influencing decisions aligned with their goals
• A proactive mindset for identifying opportunities to expand accounts, cross-sell, and strengthen relationships
• Strong decision-making skills to resolve challenges effectively, always keeping client outcomes in focus
• Exceptional organizational skills to manage multiple priorities while ensuring accuracy, compliance, and operational excellence
• A natural ability to lead through influence, collaborate effectively, and share knowledge to elevate team performance
• A forward-thinking mindset to continuously improve processes, leverage technology, and drive results in a fast-paced, evolving environment

Compensation And Benefits

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

• 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

At Gallagher, we are dedicated to building an inclusive and authentic workplace.

If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)