Private Client Account Manager III

Socket.dev; Denver (CO); On-site; USD 90,000 - 130,000; Full time

Job summary

Gallagher's Private Client Services team seeks a Service Manager to oversee personal insurance programs for High Net Worth clients. You will safeguard lifestyles, grow client relationships, and pursue new business opportunities while reporting to the Private Client Service Supervisor.

You will build strong carrier relationships, manage renewals, and guide strategy with producers. The role emphasizes market knowledge, compliance, and leading a capable service team.

Qualifications

• 5+ years client service and/or claims management experience required.
• 1+ years supervisory experience required.
• Appropriate licensing as required.

Responsibilities

• Client relationship management for High Net Worth clients.
• Drive revenue growth by expanding coverage with clients.
• Lead renewal processes and collaborate with Producers.
• Develop and execute insurance strategy for client programs.
• Maintain market expertise and carrier relationships.
• Coach and mentor junior client service staff; ensure data accuracy and compliance.

Skills

Client relationship management

Team leadership

Education

Bachelor's degree

High School diploma/GED

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.

• 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.