Client Service Executive, Private Client Group Exceess Programs

Gallagher•Meriden, CT

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. 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 to deliver 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 the overall success of our team.

Requirements

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.
Must hold appropriate licensing as required and be able to travel up to 25% of the time.
Proficiency necessary 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.
Must be able to build collaborative and mutually meaningful relationships with internal and external clients
Able to facilitate and/or lead group meetings with internal and external clients
Effectively manage/balance multiple and sometimes competing priorities.
Needs to be comfortable analyzing and using data to make decisions
Working in a self-directed manner
Act as a role model for high performance and Gallagher's shared values.

Nice To Haves

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

Responsibilities

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.

Benefits

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