Gallagher-posted 10 days ago
Full-time • Mid Level
Brookfield, WI
5,001-10,000 employees

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. Primarily accountable for retaining and expanding specific clients identified by local management, typically working on behalf of a Producer who developed a book of business that generates $1.5MM in annual revenue for Gallagher or more. Responsible for driving the overall client strategy in order to meet /exceed client expectations/growth goals and leveraging knowledge of the clients to manage this book of business, which includes renewals and growth of existing accounts. Additional duties include coordinating involvement of company personnel including service, loss control and local leadership to meet or exceed strategic objectives, Conducting Stewardship reviews, developing/executing strategic plans that will achieve our clients' goals while contributing profitable growth for the company, and working closely with the service team to ensure both a timely resolution and satisfactory outcome to client issues.

  • Retaining and expanding specific clients identified by local management
  • Driving the overall client strategy in order to meet /exceed client expectations/growth goals
  • Leveraging knowledge of the clients to manage this book of business, which includes renewals and growth of existing accounts
  • Coordinating involvement of company personnel including service, loss control and local leadership to meet or exceed strategic objectives
  • Conducting Stewardship reviews
  • Developing/executing strategic plans that will achieve our clients' goals while contributing profitable growth for the company
  • Working closely with the service team to ensure both a timely resolution and satisfactory outcome to client issues
  • Bachelor's degree and 5 years related experience OR High School Diploma/GED and 10 years related experience required.
  • Appropriate licensing for Property & Casualty Insurance sales.
  • Ability to travel up to 25%.
  • Prior experience using Salesforce.com.
  • Professional designation such as Chartered Property Casualty Underwriter (CPCU), Certified Insurance Counselor (CIC) or Associate in Risk Management (ARM) preferred.
  • Excellent verbal, written, and presentation skills.
  • Keen problem solving skills, focusing solutions on the root cause.
  • Successfully manages competing priorities, proficient is using technology as a tool to maximize productivity and quality, builds collaborative and mutually meaningful relationships with internal and external clients, and comfortably engages others in a consultative sales dialogue.
  • 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
  • Digital mental health services (Talkspace)
  • Flexible work hours (availability varies by office and job function)
  • Training programs
  • Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
  • Charitable matching gift program
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