Client Service Executive

Gallagher•Dallas, TX

21h•Remote

About The Position

The Commercial Private Client Service Executive delivers high-quality, personalized service to Private Client customers and manages the day-to-day account needs of an assigned portfolio, from relatively straightforward to more complex accounts. Reporting to the Private Client Commercial Client Service Supervisor, the role supports client satisfaction, retention, and growth while contributing to the success of Arthur J. Gallagher (AJG). The position serves as a primary client contact, manages renewals, provides tailored insurance solutions, builds client relationships, and identifies opportunities to expand coverage. It also collaborates with internal teams and contributes to team performance and continuous improvement. The role is marked as remote.

Requirements

At least 5 years of experience in commercial insurance client service or account management.
A track record of independently managing moderately complex Small Business accounts.
An active Property and Casualty (P&C) license.
Strong understanding of insurance products, coverage options, underwriting principles, and service processes.
Ability to assess complex client needs and deliver tailored, value-driven solutions.
Consultative approach to client engagement, relationship building, and influencing decisions aligned with client goals.
Proactive approach to identifying account expansion, cross-selling, and relationship-strengthening opportunities.
Strong decision-making skills to resolve challenges with client outcomes in focus.
Exceptional organizational skills to manage multiple priorities while maintaining accuracy, compliance, and operational excellence.
Ability to lead through influence, collaborate effectively, and share knowledge to elevate team performance.
Forward-thinking mindset focused on continuous process improvement, technology use, and results in a fast-paced, evolving environment.

Responsibilities

Serve as the primary point of contact for Private Client customers and provide a seamless, high-touch client experience.
Manage the renewal process end to end and deliver tailored insurance solutions in a timely and professional manner.
Build, strengthen, and expand existing client relationships through ongoing service and identification of additional coverage needs.
Support client retention through exceptional service and by fostering trust and loyalty.
Identify and pursue opportunities to cross-sell or upsell additional lines of coverage.
Collaborate with internal teams to deliver high-quality solutions aligned with client expectations and AJG standards.
Support performance excellence and continuous improvement within the team.
Address client needs proactively, contribute to satisfaction and loyalty, and identify opportunities to expand client relationships.