Private Client Account Manager jobs in United States
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Gallagher · 18 hours ago

Private Client Account Manager

positionBedford Hills, NY
timeFull-time
remoteOnsite
seniorityMid Level
money$65K/yr - $108K/yr
date3+ years exp

Gallagher is a company dedicated to helping clients face risk with confidence. As a Private Client Account Manager, you will manage a portfolio of accounts and ensure exceptional service by building strong client relationships and supporting their needs.

ConsultingFinancial ServicesInsuranceManagement ConsultingRisk Management
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H1B Sponsor Likelynote

Responsibilities

Manage a portfolio of accounts
Build strong relationships with clients
Ensure clients feel supported every step of the way
Manage day-to-day account activities
Lead the renewal process
Work closely with the production team to deliver tailored solutions
Cultivate strong relationships with clients and their representatives
Help secure existing business and identify opportunities for growth
Contribute to client satisfaction, retention, and the overall success of the team

Qualification

Client service experienceClaims management experienceProducer's LicenseMicrosoft Office proficiencyFinancial acumenSelf-directed workConsultative discussionManaging multiple prioritiesCommunication skills

Required

Bachelor's degree with 3+ years client service and/or claims management experience -OR- High School degree/GED with 8+ years client service and/or claims management experience
Producer's License
Ability to travel up to 25% of the time
Proficiency in Microsoft Office
Appropriate licensing as required

Preferred

Previous insurance knowledge and experience managing client relationships
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
And more...

Company

Gallagher

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Gallagher is an international insurance brokerage and risk management services firm.
dateFounded in 1927
location
Rolling Meadows, Illinois, USA
people-size10001+ employees
web-link
https://www.ajg.com/

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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Recent News

Life Insurance International
Gallagher integrates AssuredPartners aviation team with global aerospace unit
2026-01-07
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Saudi Arabia: Gallagher forecasts key changes in construction insurance
2025-11-19
Company data provided by crunchbase