Private Client Account Manager

Socket.dev; New York (NY); On-site; USD 110,000 - 165,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits program

Career development opportunities

Collaborative, people-first culture

Job summary

Gallagher is seeking a Private Client Service Manager to serve High Net Worth clients with tailored personal insurance programs. You will be the trusted advisor, manage relationships, and drive new business opportunities while safeguarding lifestyles.

The role reports to the Private Client Service Supervisor and emphasizes renewal leadership, market knowledge, and collaboration with Producers on strategy and service excellence across global carriers.

Qualifications

• Required: Bachelor's degree with 5+ years client service and/or claims management experience OR High School/GED with 10+ years client service and/or claims management experience.
• 1+ years supervisory experience.
• Appropriate licensing as required.

Responsibilities

• Client Relationship Management: Build and nurture relationships with High Net Worth clients and provide proactive, high-quality service.
• Revenue Growth: Counsel clients on additional lines of insurance or limit increases to address exposures and seek referrals.
• Leadership in Insurance Strategy: Take charge of renewals and collaborate on design, marketing, and service strategy for client programs.
• Market Expertise: Maintain carrier relationships and stay informed about market trends to secure the best coverages.
• Team Development: Coach and mentor Client Service Managers and Associates for continuous learning.
• Operational Excellence: Ensure accurate client data in Gallagher systems and drive adherence to standards.

Skills

Client relationship management

Supervisory experience

Negotiation skills

Attention to detail

Education

Bachelor's degree

High School diploma

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.

Overview

Are you ready to take your career to the next level by working with prestigious clients and delivering tailored insurance solutions? As aPrivate Client Service Managerat 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.
• #LI-WR1

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

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)