Senior Private Client Advisor — High Net Worth

Arthur J. Gallagher & Co.; Houston (TX); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits program

Career development opportunities

Collaborative, people-first culture

Job summary

Gallagher is seeking a Private Client Service Manager to act as trusted advisor for High Net Worth individuals, managing personal insurance programs and tailoring coverage to needs. You will report to the Private Client Service Supervisor and drive client satisfaction, revenue growth, and risk management.

You will lead renewal processes, collaborate with producers, and coach team members while staying abreast of market trends and carrier options to secure optimal solutions.

Qualifications

• Bachelor's degree with 5+ years client service and/or claims management experience.
• 1+ years supervisory experience.
• Appropriate licensing as required.

Responsibilities

• Build and nurture relationships with High Net Worth clients, providing proactive, high-quality service.
• Conduct annual reviews of insurance programs and recommend enhancements.
• Counsel clients on additional lines of insurance or limit increases to address exposures.
• Lead renewal processes and collaborate on design, marketing, and service strategy for client programs.
• Cultivate strong carrier relationships and stay informed about market trends.
• Coach and mentor Client Service Managers and Associates.
• Ensure accurate client and policy data in Gallagher systems and execute best practices.

Skills

Client service

Claims management

Supervisory experience

Licensing

Financial acumen

Education

Bachelor's degree

High School diploma/GED

Job description

Gallagher is seeking a Private Client Service Manager to act as trusted advisor for High Net Worth individuals, managing personal insurance programs and tailoring coverage to needs. You will report to the Private Client Service Supervisor and drive client satisfaction, revenue growth, and risk management.

You will lead renewal processes, collaborate with producers, and coach team members while staying abreast of market trends and carrier options to secure optimal solutions.