Private Client Service Manager

Gallagher•Walnut Creek, CA

57d

About The Position

We are seeking a Private Client Account Manager to deliver exceptional service to our clients by managing an assigned portfolio of accounts. This role is critical in ensuring client satisfaction, retention, and the growth of Gallagher’s value proposition. Reporting to the Client Service Director or Supervisor, you will play a key role in achieving business outcomes and fostering a culture of excellence. Key Responsibilities: Client Management: Build and maintain strong client relationships through exceptional service and proactive account management. Renewals & Sales: Lead the renewal process, secure existing business, and drive the sale of additional services and coverage lines. Problem-Solving: Resolve client issues promptly and effectively, escalating when necessary. Market Expertise: Develop strong relationships with carriers and identify the best markets for specific risks. Operational Excellence: Meet service timelines, leverage systems for efficiency, and ensure compliance with standards. Team Collaboration: Support Producers/Account Executives and coach Client Service Associates to foster growth and development. Data Accuracy: Maintain accurate client and policy data within Gallagher systems. Join us to make a meaningful impact by delivering tailored solutions and exceptional service to our clients.

Requirements

Bachelor's degree with 3+ years client service and/or claims management experience -OR- High School degree/GED with 8+ years client service and/or claims management experience.
Producer's License.
Ability to travel up to 25% of the time.
Proficiency in Microsoft Office.
Appropriate licensing as required.
Proven experience in account management, client service, or a related field.
Strong communication, problem-solving, and organizational skills.
Ability to manage multiple priorities while maintaining high-quality service.
Knowledge of insurance markets and risk management solutions is a plus.

Nice To Haves

Previous insurance knowledge and experience managing client relationships.
Solid financial acumen.
Proficient in using technology as a tool to maximize productivity and quality.
Strong written and verbal communication skills.
Comfortably engages others in consultative discussion.
Effectively manages/balances multiple and sometimes competing priorities.
Works in a self-directed manner.

Responsibilities

Client Management: Build and maintain strong client relationships through exceptional service and proactive account management.
Renewals & Sales: Lead the renewal process, secure existing business, and drive the sale of additional services and coverage lines.
Problem-Solving: Resolve client issues promptly and effectively, escalating when necessary.
Market Expertise: Develop strong relationships with carriers and identify the best markets for specific risks.
Operational Excellence: Meet service timelines, leverage systems for efficiency, and ensure compliance with standards.
Team Collaboration: Support Producers/Account Executives and coach Client Service Associates to foster growth and development.
Data Accuracy: Maintain accurate client and policy data within Gallagher systems.

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