PE Account Executive: Growth & Diligence Lead

Gallagher; Lititz (Lancaster County); On-site; Confidential; Full time

Benefits offered by this job

Medical/dental/vision plans

Life and accident insurance

401(K) and Roth options

Tax-advantaged accounts

Educational expense reimbursement

Paid parental leave

Gallagher Thrive program

Charitable matching gift program

Job summary

Gallagher is seeking an Account Executive to lead PE-backed client engagements from onboarding through renewals and exits. You will coordinate with diligence and specialty teams to deliver high-impact solutions and act as the quarterback for client needs.

The role requires advanced financial acumen, PE market understanding, and the ability to present to private equity clients and deal teams with confidence. Strong collaboration with producers and account managers is essential.

Qualifications

• Bachelor’s degree with 5+ years client service and/or claims management experience, or equivalent years.
• Property and Casualty Insurance License is required.
• Strong communication and client-management skills; PE market knowledge desirable.

Responsibilities

• Lead diligence reviews and manage same-day client requests with urgency.
• Coordinate with diligence, claims, and specialty teams to deliver seamless service.
• Own the client lifecycle from onboarding to renewal planning and exit strategy.
• Present to PE firms in diligence reviews and deal evaluations.

Skills

Client service

Education

Bachelor's degree

High School diploma

Job description

Gallagher is seeking an Account Executive to lead PE-backed client engagements from onboarding through renewals and exits. You will coordinate with diligence and specialty teams to deliver high-impact solutions and act as the quarterback for client needs.

The role requires advanced financial acumen, PE market understanding, and the ability to present to private equity clients and deal teams with confidence. Strong collaboration with producers and account managers is essential.