Private Client Advisor: High-Net-Worth Risk & Wealth

Gallagher; Village of Rye Brook (NY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits programs

Career development opportunities

Collaborative, people-first culture

Global reach and local impact

Job summary

Gallagher is seeking a Private Client Service Manager to act as a trusted advisor to high-net-worth clients, protecting people, assets, and lifestyles. You will partner with clients, Producers, and carrier partners to deliver tailored insurance solutions and proactive risk guidance that creates lasting value.

You will mentor Client Service Managers, lead renewal processes, and collaborate to expand client programs with additional coverage and risk-management guidance, contributing to a

Qualifications

• Required: Bachelor's degree or HS/GED with 10+ years client service/claims management experience and 1+ years supervisory experience.
• Appropriate licensing as required.
• Preferred: insurance knowledge and experience managing client relationships; solid financial acumen.

Responsibilities

• Build and strengthen relationships with High-Net-Worth clients through consultative, responsive service.
• Conduct comprehensive annual coverage reviews and provide strategic recommendations.
• Identify opportunities to expand client programs with additional insurance solutions and risk guidance.
• Support revenue growth by cultivating referrals and strengthening relationships with clients and COI.
• Lead renewal processes from planning through implementation with tailored solutions.
• Collaborate with Producers to design and execute insurance strategies delivering value.
• Maintain carrier relationships and advocate for clients in coverage options.
• Stay informed on industry trends and emerging risks to provide knowledgeable counsel.
• Mentor and support Client Service Managers and Associates.
• Promote operational excellence by maintaining accurate data and following service standards.
• Conduct quality reviews to ensure compliance and a best-in-class client experience.
• Contribute to a collaborative, people-first culture with teamwork and knowledge sharing.

Skills

Client service

Claims management

Supervisory experience

Licensing

Financial acumen

Education

Bachelor's degree

High School/GED

Job description

Gallagher is seeking a Private Client Service Manager to act as a trusted advisor to high-net-worth clients, protecting people, assets, and lifestyles. You will partner with clients, Producers, and carrier partners to deliver tailored insurance solutions and proactive risk guidance that creates lasting value.

You will mentor Client Service Managers, lead renewal processes, and collaborate to expand client programs with additional coverage and risk-management guidance, contributing to a