Private Client Services Manager

Gallagher • Bedford Hills, NY

9h

About The Position

At Gallagher, we help clients face risk with confidence, believing that protected businesses are free to grow, lead, and innovate. The role is supported by a digital ecosystem of client-centric consulting tools and advanced data analytics. The culture is grounded in teamwork, integrity, and a shared commitment to doing the right thing, valuing curiosity, new ideas, and empowering employees to take ownership of their careers while making a meaningful impact. As a Private Client Service Manager, you will be a trusted advisor for High Net Worth individuals, managing their personal insurance programs and ensuring their unique needs are met with precision and care. Reporting to the Private Client Service Supervisor, you will play a pivotal role in safeguarding their lifestyles, growing relationships, and driving new business opportunities by delivering tailored insurance solutions.

Requirements

• Bachelor's degree with 5+ years client service and/or claims management experience -OR- High School degree/GED with 10+ years client service and/or claims management experience.
• 1+ years supervisory experience.
• Appropriate licensing as required.

Nice To Haves

• Previous insurance knowledge and experience managing client relationships.
• Solid financial acumen.

Responsibilities

• Build and nurture relationships with High Net Worth clients, providing proactive, high-quality service that anticipates their needs.
• Conduct annual reviews of insurance programs to ensure clients are fully protected and recommend enhancements based on their evolving risk profiles.
• Counsel clients on additional lines of insurance or limit increases to address their unique exposures.
• Actively seek referrals from existing clients and centers of influence to generate new business opportunities.
• Take charge of the renewal process, ensuring timely delivery of the best solutions tailored to each client’s needs.
• Collaborate with Producers and lead the design, marketing, and service strategy for client insurance programs.
• Cultivate strong relationships with carriers, leveraging your knowledge to secure the best coverage options for clients.
• Stay informed about market trends and know which carriers are best suited for specific risks.
• Coach and mentor Client Service Managers and Associates, fostering continuous learning and professional growth.
• Ensure accurate client and policy data is maintained within Gallagher systems.
• Execute best practices and leverage shared services to maximize efficiency.
• Conduct audits to ensure compliance with service standards and timelines.

Benefits

• Competitive and comprehensive compensation package.
• 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: Manager
• Number of Employees: 501-1,000 employees