Private Client Risk Advisor

Gallagher•New York, NY

About The Position

At Gallagher, the Private Client Producer works with new and existing clients to understand their personal insurance needs and provide tailored solutions. The role manages client relationships and delivers service and support, while collaborating with the team to develop strategies to grow the client base and retain long-term relationships. The position also includes mentoring colleagues and helping reduce risks to protect clients’ interests.

Requirements

One of the following qualification pathways is required: a bachelor's degree, one year of related experience, and appropriate insurance licensing; a bachelor's degree, participation in Gallagher's Sales Internship Program (GSIP), and appropriate insurance licensing; or a high school diploma/GED and six years of experience.
Ability to build strong relationships with clients and colleagues.
Ability to explain complex insurance solutions in simple terms.
Proactive approach to identifying and pursuing new opportunities.
Experience managing client accounts and delivering excellent service.
Collaborative mindset and passion for helping others succeed.
Ability to act independently with minimal direction.
Strong communication and interpersonal skills.
Proven ability to develop and work with centers of influence.

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.
Provide customized insurance solutions tailored to client needs.
Manage client relationships and ensure they receive service and support.
Collaborate with the team to develop strategies for growing the client base and retaining long-term relationships.
Mentor colleagues and share expertise to help them succeed.
Contribute to reducing risks and protecting clients’ interests.