Client Executive

Gallagher • San Francisco, CA

5h

About The Position

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. The Client Executive develops and acquires new business revenue through sales to new and existing clients, with an emphasis on small to mid-size companies with high revenue. This role provides service to clients according to their needs, retaining them as clients, and may manage overall client relationships, supported by day-to-day account management. The Client Executive also assists, educates, and develops other staff members in new client sales situations and existing client service requirements, applies industry technologies to sales and service, and provides direction in account transfer situations. They are responsible for preparing and implementing an individual business plan and production budget, and developing and maintaining interdivision/intercompany relationships consistent with the corporate culture.

Requirements

• Bachelor's degree, 1 year related experience, and appropriate insurance licensing required OR Bachelor's degree, participation in Gallagher's Sales Internship Program (GSIP), and appropriate insurance licensing required OR High School Diploma/GED and 6 years experience.
• Act independently with minimal direction.
• Strong communication and interpersonal skills.

Nice To Haves

• Professional designation may be preferred, including CEBS, CPCU, CIC or ARM.

Responsibilities

• Develops and acquires new business revenue through sales to new and existing clients with emphasis on small to mid-size companies with high revenue.
• Provides service to clients according to their needs, retaining them as clients.
• Participate in team sales situations with other producers and support personnel.
• May manage overall client relationships and is supported by day-to-day account management.
• Assist, educate and develop other staff members in new client sales situations and existing client service requirements.
• Applies industry technologies to new sales, additional sales to existing clients and account service.
• Provides direction in account transfer situations.
• Prepares and implements an individual business plan and production budget.
• Develops and maintains interdivision/intercompany relationships consistent with our corporate culture.

Benefits

• Competitive and comprehensive compensation package
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 501-1,000 employees