Private Client Account Manager

Gallagher; Town of Bedford (NY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical/dental/vision plans

401(K) and Roth options

Paid parental leave

Flexible work hours

Educational expense reimbursement

Parental leave

Job summary

A global brokerage team is seeking a Private Client Account Manager to manage a portfolio of accounts and ensure client satisfaction. The role involves client management, renewals, and problem-solving, requiring strong communication and account management skills. With a Bachelor's degree or equivalent experience needed, this position offers a competitive salary and comprehensive benefits package.

Qualifications

• 3+ years client service and/or claims management experience.
• Producer's License required.
• Ability to travel up to 25% of the time.

Responsibilities

• Build and maintain strong client relationships.
• Lead the renewal process and drive the sale of additional services.
• Resolve client issues promptly and effectively.
• Develop strong relationships with carriers.
• Meet service timelines, use systems efficiently, and ensure compliance.
• Support Producers/Account Executives and coach Client Service Associates.

Skills

Account management

Client service

Problem-solving

Communication

Organizational skills

Education

Bachelor's degree with 3+ years client service experience

High School degree/GED

Tools

Microsoft Office

Job description

Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management.

We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.

How You'll Make An Impact

We are seeking a Private Client Account Manager to deliver exceptional service to our clients by managing an assigned portfolio of accounts. This role is critical in ensuring client satisfaction, retention, and the growth of Gallagher’s value proposition. Reporting to the Client Service Director or Supervisor, you will play a key role in achieving business outcomes and fostering a culture of excellence.

Key Responsibilities:

• Client Management: Build and maintain strong client relationships through exceptional service and proactive account management.
• Renewals & Sales: Lead the renewal process, secure existing business, and drive the sale of additional services and coverage lines.
• Problem-Solving: Resolve client issues promptly and effectively, escalating when necessary.
• Market Expertise: Develop strong relationships with carriers and identify the best markets for specific risks.
• Operational Excellence: Meet service timelines, leverage systems for efficiency, and ensure compliance with standards.
• Team Collaboration: Support Producers/Account Executives and coach Client Service Associates to foster growth and development.
• Data Accuracy: Maintain accurate client and policy data within Gallagher systems.

What We’re Looking For:

• Proven experience in account management, client service, or a related field.
• Strong communication, problem-solving, and organizational skills.
• Ability to manage multiple priorities while maintaining high-quality service.
• Knowledge of insurance markets and risk management solutions is a plus.

About You

Required: Bachelor's degree with 3+ years client service and/or claims management experience -OR- High School degree/GED with 8+ years client service and/or claims management experience. Producer's License. Ability to travel up to 25% of the time. Proficiency in Microsoft Office. Appropriate licensing as required.

Preferred: Previous insurance knowledge and experience managing client relationships. Solid financial acumen.

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.

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...

We value inclusion and diversity

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.