Private Client Service Manager, High-Net-Worth Insurance

Gallagher; Village of Rye Brook (NY); On-site; Confidential; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Job summary

Gallagher is seeking a Private Client Service Manager in the New York area to serve as a trusted advisor to High-Net-Worth clients. You will collaborate with clients, Producers, and carrier partners to deliver tailored insurance solutions and proactive risk guidance that creates lasting value.

This role focuses on building trusted relationships, solving complex challenges, and helping clients move forward with confidence.

Qualifications

• Bachelor's degree or equivalent with 5+ years client service/claims management experience OR a High School diploma with 10+ years in the same fields.
• Minimum 1+ year supervisory experience.
• Appropriate licensing as required.

Responsibilities

• Build and strengthen relationships with High-Net-Worth clients through responsive, consultative service and proactive risk guidance.
• Conduct comprehensive annual coverage reviews and provide strategic recommendations to protect assets and lifestyles.
• Identify opportunities to expand client programs with additional insurance solutions and risk management guidance.
• Support revenue growth by cultivating referrals and maintaining strong relationships with clients and centers of influence.
• Lead renewal processes from planning through implementation with tailored solutions for each client.

Skills

Client service

Claims management

Supervisory experience

Relationship management

Communication skills

Technology proficiency

Education

Bachelor's degree

High School diploma/GED

Tools

CRM software

MS Office

Job description

Gallagher is seeking a Private Client Service Manager in the New York area to serve as a trusted advisor to High-Net-Worth clients. You will collaborate with clients, Producers, and carrier partners to deliver tailored insurance solutions and proactive risk guidance that creates lasting value.

This role focuses on building trusted relationships, solving complex challenges, and helping clients move forward with confidence.