Gallagher · 1 week ago
Private Client Account Executive
Philadelphia, PA
Full-time
Onsite
Entry, Mid Level
$107K/yr - $208K/yr
1+ years expGallagher is a company that helps clients face risk with confidence through a client-centric suite of consulting tools. The Private Client Account Executive will develop and acquire new business revenue by providing tailored insurance solutions to high-net-worth individuals and families.
ConsultingFinancial ServicesInsuranceManagement ConsultingRisk Management
Responsibilities
Develop New Business: Leverage your network of centers of influence, including bankers, wealth advisors, and attorneys, to identify and secure new business opportunities
Design Tailored Solutions: Create bespoke insurance programs with top-rated carriers, catering to the unique needs of high-net-worth individuals and families
Collaborate with Teams: Partner with Client Service Managers and account management teams to onboard new clients, manage relationships, and support the renewal process
Client Relationship Management: Provide exceptional service to clients, ensuring their needs are met and retaining them as long-term partners
Team Sales Participation: Work collaboratively with other producers and support personnel in team sales situations
Leverage Technology: Apply industry-leading technologies to enhance sales, service, and client engagement
Business Planning: Prepare and implement an individual business plan and production budget to achieve your goals
Qualification
Required
Bachelor's degree, 1 year related experience, and appropriate insurance licensing required OR Bachelor's degree, participation in Gallagher's Sales Internship Program (GSIP), and appropriate insurance licensing required OR High School Diploma/GED and 6 years experience
A well-connected professional with an established network in the financial or insurance space
A passion for working with high-net-worth and ultra-high-net-worth individuals and families
Strong consultative sales skills and the ability to design tailored solutions
A collaborative mindset and the ability to work effectively with internal teams and external partners
A desire to learn and grow within the insurance industry, with access to industry-leading training and resources
Preferred
Professional designation may be preferred, including CAPI, CPRIA, CPCU
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
And more...
Company
Gallagher
Gallagher is an international insurance brokerage and risk management services firm.
10001+ employees
H1B Sponsorship
Gallagher has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (58)
2024 (31)
2023 (32)
2022 (45)
2021 (36)
2020 (15)
Funding
Current Stage
Public CompanyTotal Funding
$9.7B2024-12-09Post Ipo Equity· $8.5B
2023-06-22Post Ipo Debt· $1.2B
1984-06-29IPO
Leadership Team
Alec Herring
Area Senior Vice President
Mark Gresser
Executive Vice President
Recent News
Life Insurance International
2026-01-07
2025-12-04
2025-11-19
Company data provided by crunchbase