Private Client Account Executive

Gallagher•San Diego, CA

2d•Hybrid

About The Position

The Private Client Account Executive at Gallagher focuses on converting leads into new business revenue and developing lasting client relationships. The role involves creating strategic sales plans, identifying new business opportunities, and delivering tailored insurance solutions that meet client needs. The Account Executive also represents Gallagher at community events and industry functions to increase brand visibility and expand professional networks, while collaborating with internal teams to exceed client expectations. The position offers remote work flexibility alongside collaboration with colleagues in the office.

Requirements

Experience in the insurance industry, ideally three years.
Hold required licenses for provincial jurisdictions and manage continuing education hours.
Ability to attract and retain Personal Insurance clients.
Strong communication and interpersonal skills.
Proficiency in Microsoft Office Suite and Adobe products.
A solution-oriented mindset and passion for problem-solving.
Experience managing leads and converting prospects into sales.
Knowledge of Personal Lines coverages and ability to assist clients with applications.

Responsibilities

Build and maintain relationships with clients.
Develop innovative sales strategies to achieve targets.
Identify market trends and create profitable industry niches.
Represent Gallagher at community events and industry functions to grow professional networks and brand visibility.
Collaborate with colleagues and internal teams to deliver exceptional service and exceed client expectations.
Convert leads into new business revenue and manage prospects through the sales process.
Deliver tailored insurance solutions that meet client needs.