Private Client Service Manager
- Rye Brook, NY, United States
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Job details
- Posting language
- English
- Posted
Original job description
Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher. Overview At Gallagher, relationships are at the heart of everything we do. As a Private Client Service Manager, you’ll serve as a trusted advisor to High-Net-Worth individuals, helping protect the people, assets, and lifestyles that matter most. You’ll partner closely with clients, Producers, and carrier partners to deliver tailored insurance solutions, exceptional service, and proactive risk guidance that creates lasting value. This is more than managing insurance programs, it’s about building trusted relationships, solving complex challenges, and helping clients move forward with confidence. In return, you’ll join a collaborative team where integrity, continuous learning, and professional growth are part of The Gallagher Way. How you'll make an impact Build and strengthen relationships with High-Net-Worth clients by delivering responsive, consultative service and anticipating evolving insurance needs. Conduct comprehensive annual coverage reviews, providing strategic recommendations that help clients protect their assets and lifestyles with confidence. Identify opportunities to expand client programs through additional insurance solutions, coverage enhancements, and thoughtful risk management guidance. Support revenue growth by cultivating referrals and fostering strong relationships with clients and centers of influence. Lead the renewal process from planning through implementation, ensuring timely, tailored solutions that align with each client's unique goals and exposures. Collaborate with Producers to design, market, and execute insurance strategies that deliver value and exceptional client outcomes. Maintain strong carrier relationships and leverage market expertise to secure competitive coverage options and advocate effectively on behalf of clients. Stay informed on industry trends, carrier appetites, and emerging risks to provide knowledgeable counsel and strategic recommendations. Mentor and support Client Service Managers and Associates, sharing expertise and encouraging continuous professional development. Promote operational excellence by maintaining accurate client and policy information, following established service standards, and leveraging shared resources to enhance efficiency. Conduct quality reviews and audits to help ensure compliance, consistency, and a best-in-class client experience. Contribute to a collaborative, people-first culture where teamwork, knowledge sharing, and exceptional service help drive success for clients and colleagues alike. About You Required: 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. Preferred: Previous insurance knowledge and experience managing client relationships. Solid financial acumen. Behaviors: 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. Compensation and benefits At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page. Competitive compensation Comprehensive benefits programs designed to support your well-being Career development opportunities and ongoing learning A collaborative, people-first culture with accessible leadership The opportunity to do meaningful work with global reach and local impact At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles. Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled) Build and strengthen relationships with High-Net-Worth clients by delivering responsive, consultative service and anticipating evolving insurance needs. Conduct comprehensive annual coverage reviews, providing strategic recommendations that help clients protect their assets and lifestyles with confidence. Identify opportunities to expand client programs through additional insurance solutions, coverage enhancements, and thoughtful risk management guidance. Support revenue growth by cultivating referrals and fostering strong relationships with clients and centers of influence. Lead the renewal process from planning through implementation, ensuring timely, tailored solutions that align with each client's unique goals and exposures. Collaborate with Producers to design, market, and execute insurance strategies that deliver value and exceptional client outcomes. Maintain strong carrier relationships and leverage market expertise to secure competitive coverage options and advocate effectively on behalf of clients. Stay informed on industry trends, carrier appetites, and emerging risks to provide knowledgeable counsel and strategic recommendations. Mentor and support Client Service Managers and Associates, sharing expertise and encouraging continuous professional development. Promote operational excellence by maintaining accurate client and policy information, following established service standards, and leveraging shared resources to enhance efficiency. Conduct quality reviews and audits to help ensure compliance, consistency, and a best-in-class client experience. Contribute to a collaborative, people-first culture where teamwork, knowledge sharing, and exceptional service help drive success for clients and colleagues alike. Required: 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. Preferred: Previous insurance knowledge and experience managing client relationships. Solid financial acumen. Behaviors: 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.
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Skills
- Teamwork
- Financial capability
- Communication skills