Client Service Executive, Private Client Group Exceess Programs

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 乐友 impactful for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters;

thinkwand of Gallagher.

At Gallagher, we’re service‑minded individuals shaping a future defined by excellence. As a Private Client Service Executive, you’ll play a key role in managing client relationships and delivering exceptional service. You’ll help clients protect what matters most by offering tailored solutions and ongoing support. This is your chance to join a team that values collaboration, innovation, and integrity.

In this role, you’ll manage a portfolio of client accounts, ensuring their needs are met with care and precision. You’ll work closely with branch managers and production teams tobonjour high‑quality service and identify opportunities to grow revenue. By building strong relationships with clients, you’ll help secure existing business and drive the sale of additional services. Your work will directly contribute to client satisfaction, retention and overall success of our team.

Here’s what you’ll do:

• Provide day‑to‑day account management for your assigned clients.
• Counsel clients on additional insurance options based on their unique needs.
• Build trust and long‑term relationships through exceptional customer care.
• Actively seek referrals and new business opportunities.
• Meet operational and performance goals consistently.

Required:

Bachelor’s degree with 5+ years of client service and/or claims management experience – or – High School degree/GED with 10+ years of client service and/or claims management experience. Must hold appropriate licensing as required and be able to travel up to 25% of the time. Proficiency in Microsoft Office applications and in using technology as a tool to maximize productivity and quality.

Previous experience in managing client relationships essential. Must possess strong written and verbal communication skills.

Preferred:
Insurance knowledge. P&C experience preferred, as well as solid financial acumen.

Behaviors:
Must be able to build collaborative and mutually meaningful relationships with internal and external clients, facilitate and/or lead group meetings with clients, and effectively manage/balance multiple and sometimes competing priorities. Needs to be comfortable analyzing and using data to make decisions, work in a self‑directed manner, ডিজ act as a role model for high performance and Gallagher’s shared values.

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low‑end and high‑end of the range for this position. Actual compensation will be influenced by a wide range of factors including but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand and scheduled hours. In addition to competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Below are the minimum core benefits you’ll receive, which may improve at higher job levels:

• Medical/dental/vision plans, which start from day one!
• Life and accident insurance
• 401(K) and Roth options
• Tax‑advantaged accounts (HSA, FSA)
• Educational expense reimbursement
• Paid parental leave

Other benefits include:

• Digital mental health services (Talkspace)
• Flexible work hours (availability varies by…