Private Client Supervisor

Gallagher; Town of Bedford (NY); On-site; Confidential; Full time

Benefits offered by this job

Competitive pay

Excellent benefits

Career development

People-first culture

Global reach, local impact

Job summary

Gallagher is seeking a dynamic Private Client Service Supervisor to lead a talented team of Private Client Account Managers and deliver exceptional service to our valued clients. This leadership role shapes client service excellence and drives business success.

You will guide Client Service Managers and Associates, work with high net worth clientele, and leverage Gallagher’s advanced tools to raise productivity and client satisfaction while balancing time across book of business.

Qualifications

• 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.
• 3+ years supervisory experience.
• Appropriate licensing as required.

Responsibilities

• Oversee a Private Client Service team delivering high-quality service to internal and external clients.
• Support key sales initiatives and drive revenue retention.
• Improve client retention and achieve operating/margin targets.
• Mentor and develop your team with feedback and learning.
• Collaborate and share best practices to achieve goals.
• Utilize Gallagher’s tools to enhance productivity.
• Manage a book of business up to 20% of time.

Skills

Client service

Claims management

Supervisory experience

Licensing

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.

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 lead, inspire, and make a real impact? At Arthur J. Gallagher, we’re looking for a dynamic Private Client Service Supervisor to lead a talented team of Private Client Account Managers and deliver exceptional service to our valued clients. This is your chance to step into a leadership role where you’ll shape the future of client service excellence while driving business success.

As the Private Client Service Supervisor, you will lead a team of Client Service Managers and Client Service Associates, empowering them to achieve greatness while ensuring our clients receive the high-quality, tailored solutions Gallagher is known for. The ideal candidate will have prior experience working closely with high net worth and ultra high net worth clientele and has a deep understanding of the unique complexities of these risk profiles.

How You'll Make An Impact

• Lead with Purpose: Oversee a Private Client Service team that delivers efficient, high-quality service to both internal and external clients.
• Drive Success: Support key sales initiatives, boost revenue retention, and enhance client satisfaction.
• Make an Impact: Improve client retention, achieve operating/margin targets, and elevate Gallagher’s value to clients and prospects.
• Foster Excellence: Create a culture of performance, innovation, and continuous improvement.
• Be a Mentor: Guide and develop your team through transparent feedback, continuous learning, and strong talent development.
• Collaborate & Share: Exchange ideas, resources, and best practices to advance team goals and deliver exceptional results.
• Adapt & Focus: Navigate competing priorities and pivot when needed to focus on what truly matters for clients and service teams.
• Leverage Technology: Use Gallagher’s cutting-edge tools to enhance productivity and service quality.
• Project Management: Juggle multiple priorities with ease, ensuring deadlines are met and goals are exceeded.
• Client Engagement: Occasionally manage a book of business (no more than 20% of your time) to stay connected to the client experience.

About You

• 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.
• 3+ years supervisory experience.
• Appropriate licensing as required.

Preferred:

• Prior experience designing and implementing productivity and client service improvements
• Experience leading and managing teams (preferably within a matrix environment) within an operational service delivery or shared services environment
• Keen understanding of professional and industry standards/practices

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)