Private Client Broker

Gallagher•Rocklin, CA

About The Position

At RPS, we don’t just embrace bold ideas, we make them happen. We’re a team of entrepreneurs, big-picture thinkers, and passionate experts who thrive on possibility. Every day, we collaborate across teams, challenge convention, and push boundaries to design innovative solutions for our clients. With access to top-rated carriers and a dynamic marketplace, we bring strategy and creativity together to deliver what others might call impossible. Here, every voice counts, every perspective matters, and every challenge is an opportunity to grow. You’ll be supported by a culture that celebrates ownership, curiosity, and high performance, where you’re trusted to do your best work and encouraged to keep learning along the way. Responsible for the combined functions of the development and successful acquisition on new business revenue from new and existing clients and providing a high level of client service to assigned accounts. Leads a client service team and is responsible for the day-to-day account management. Assists in managing accounts with low to medium complexity and supports senior Broker Account Executive/Manager in medium to large books of business. Manages subset of less complex clients and key processes and internal activities to deliver client facing services.

Requirements

Bachelor's degree and 3 years related experience or High School Diploma/GED and 8 years related experience required.
License required.

Responsibilities

Responsible for the combined functions of the development and successful acquisition on new business revenue from new and existing clients
Providing a high level of client service to assigned accounts
Leads a client service team and is responsible for the day-to-day account management
Assists in managing accounts with low to medium complexity and supports senior Broker Account Executive/Manager in medium to large books of business
Manages subset of less complex clients and key processes and internal activities to deliver client facing services

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