Private Client Insurance Advisor

Gallagher • Bloomington, MN

75d

About The Position

Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.

Requirements

• 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.

Nice To Haves

• Professional designation may be preferred

Responsibilities

• Develops and acquires new business revenue through consultative sales to new and existing Private Clients
• Designs bespoke insurance programs with top rated carries catering the high net worth space
• Partners with Client Service Managers to onboard new clients and assist in client relationship management and renewal process, as needed
• In partnership with the account management team, provides service to clients according to their needs, retaining them as clients
• Participate in team sales situations with other producers and support personnel
• May manage overall client relationships and is supported by day-to-day account management
• Develops and maintains external client referral network (centers of influence) such as bankers, wealth advisors, and attorneys catering to the High Net Worth, Ultra High Net Worth and Family Office Clientele
• Applies industry technologies to new sales, additional sales to existing clients and account service
• Prepares and implements an individual business plan and production budget
• Develops and maintains interdivision/intercompany relationships consistent with our corporate culture

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

• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees