Private Client Services Manager

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.

• • 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.
• #LI-WR1

Required:

• Bachelor's degree and 5+ years of client service and/or claims management experience, or High School diploma/GED and 10+ years of relevant experience.
• 1+ years of supervisory or leadership experience.
• Appropriate licensing as required.

Preferred:

• Insurance industry experience, particularly in personal lines or Private Client services.
• Experience managing client relationships and working with complex accounts.
• Strong financial and analytical skills.

What makes you successful in this role:

• You build strong relationships and deliver outstanding client service.
• You communicate confidently and effectively with clients, carriers, and colleagues.
• You thrive in a fast-paced environment and can manage competing priorities.
• You identify opportunities to enhance coverage, improve client outcomes, and support business growth.
• You bring strong attention to detail and maintain a high standard of accuracy.
• You enjoy collaborating with others and sharing your knowledge.
• You have a growth mindset, intellectual curiosity, and a commitment to continuous learning.
• You lead with integrity and are passionate about doing business The Gallagher Way.

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)