Private Client Advisor

Gallagher • Boston, MA

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.

At Gallagher, we’re all about helping individuals protect what matters most. As a Private Client Producer, you’ll work closely with clients to provide tailored insurance solutions that meet their unique needs. You’ll join a team that values collaboration, innovation, and service excellence. This is your chance to make a real difference while growing your career in a supportive and inclusive environment.

In this role, you’ll connect with new and existing clients to understand their personal insurance needs and provide customized solutions. You’ll manage client relationships, ensuring they receive the best service and support. Working closely with your team, you’ll develop strategies to grow our client base and retain long-term relationships. You’ll also mentor colleagues, sharing your expertise to help them succeed. Every day, you’ll contribute to reducing risks and protecting what matters most to our clients.

Requirements

• A knack for building strong relationships with clients and colleagues.
• The ability to explain complex insurance solutions in simple terms.
• A proactive approach to identifying and seizing new opportunities.
• Experience in managing client accounts and delivering excellent service.
• A collaborative mindset and a passion for helping others succeed.
• 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

• Connect with new and existing clients to understand their personal insurance needs and provide customized solutions.
• Manage client relationships, ensuring they receive the best service and support.
• Develop strategies to grow our client base and retain long-term relationships.
• Mentor colleagues, sharing your expertise to help them succeed.
• Contribute to reducing risks and protecting what matters most to our clients.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level