Private Client Insurance Placement Specialist

Gallagher; Village of Rye Brook (NY); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits programs

Career development opportunities and O

Collaborative, people-first culture

Meaningful work with global reach and

The opportunity to do meaningful work

Job summary

Gallagher is seeking a Broker Placement Specialist to support the Private Client sales and service team in developing a profitable book of business. You will deliver high-quality service to internal and external clients, ensuring efficient and accurate outputs while aligning with carrier underwriting rules and systems.

The role emphasizes relationship building, prioritization, and process optimization to enhance the Private Client experience.

Qualifications

• Bachelor's degree and 4 years related experience required.
• Insurance licensing required.
• Preferred: CPCU, CIC or ARM.

Responsibilities

• Build relationships internally and externally to facilitate writing Private Client personal lines insurance submissions.
• Provide efficient, timely, and accurate work output, supporting a true Private Client experience for our clients.
• Initiate, execute and support prioritization, assessment, evaluation, quoting and policy issuance for risks in Personal Lines markets.
• Support team members with carrier underwriting rules, requirements, and systems usage.
• Role model for high performance and Gallagher’s shared values.
• Organizes and prioritizes work with limited supervision.
• Consistently delivers high-quality work on a timely basis.
• Supports a collaborative, communicative, collegial environment with team members for the betterment of ourselves, Gallagher, and our clients’ experience.
• Balances a strong client focus while maximizing operational efficiency. Proactively suggests and shares opportunities to streamline processes and improve group productivity.

Education

Bachelor's degree

Job description

Gallagher is seeking a Broker Placement Specialist to support the Private Client sales and service team in developing a profitable book of business. You will deliver high-quality service to internal and external clients, ensuring efficient and accurate outputs while aligning with carrier underwriting rules and systems.

The role emphasizes relationship building, prioritization, and process optimization to enhance the Private Client experience.