Client Service Executive, Private Client Group Exceess Programs jobs in United States
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Gallagher · 3 hours ago

Client Service Executive, Private Client Group Exceess Programs

Gallagher is a company that helps clients face risk with confidence by providing a client-centric suite of consulting tools. In this role, you will manage client relationships and deliver exceptional service, ensuring clients are offered tailored solutions and ongoing support.

ConsultingFinancial ServicesInsuranceManagement ConsultingRisk Management
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H1B Sponsor Likelynote

Responsibilities

Provide day-to-day account management for your assigned clients
Counsel clients on additional insurance options based on their unique needs
Build trust and long-term relationships through exceptional customer care
Actively seek referrals and new business opportunities
Meet operational and performance goals consistently

Qualification

Client relationship managementInsurance knowledgeClaims management experienceMicrosoft Office proficiencyFinancial acumenData analysisCommunication skillsTeam collaboration

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
Must hold appropriate licensing as required
Be able to travel up to 25% of the time
Proficiency necessary in Microsoft office applications and in using technology as a tool to maximize productivity and quality
Previous experience in managing client relationships essential
Must possess strong written and verbal communication skills

Preferred

Insurance knowledge
P&C experience preferred, as well as solid financial acumen

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

Company

Gallagher

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Gallagher is an international insurance brokerage and risk management services firm.

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 Company
Total Funding
$9.7B
2024-12-09Post Ipo Equity· $8.5B
2023-06-22Post Ipo Debt· $1.2B
1984-06-29IPO

Leadership Team

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Alec Herring
Area Senior Vice President
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Mark Gresser
Executive Vice President
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Company data provided by crunchbase