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Private Client Service Manager

Gallagher

Company : Gallagher

Location : Walnut Creek, CA, 94598

Posted Date : 4 November 2025

Job Type : Full Time

Category : Management

Occupation : Service Manager

Job Details

Overview

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.

How You’ll Make An Impact

We are seeking a Private Client Account Manager to deliver exceptional service to our clients by managing an assigned portfolio of accounts. This role is critical in ensuring client satisfaction, retention, and the growth of Gallagher’s value proposition. Reporting to the Client Service Director or Supervisor, you will play a key role in achieving business outcomes and fostering a culture of excellence.

Key Responsibilities

  • Client Management: Build and maintain strong client relationships through exceptional service and proactive account management.
  • Renewals & Sales: Lead the renewal process, secure existing business, and drive the sale of additional services and coverage lines.
  • Problem-Solving: Resolve client issues promptly and effectively, escalating when necessary.
  • Market Expertise: Develop strong relationships with carriers and identify the best markets for specific risks.
  • Operational Excellence: Meet service timelines, leverage systems for efficiency, and ensure compliance with standards.
  • Team Collaboration: Support Producers/Account Executives and coach Client Service Associates to foster growth and development.
  • Data Accuracy: Maintain accurate client and policy data within Gallagher systems.

Qualifications

  • Proven experience in account management, client service, or a related field.
  • Strong communication, problem-solving, and organizational skills.
  • Ability to manage multiple priorities while maintaining high-quality service.
  • Knowledge of insurance markets and risk management solutions is a plus.

About You

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.

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

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of 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

Other benefits include:

  • 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...

The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.

Equal Opportunity and Inclusion

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity, gender expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected by applicable laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship. Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Job Details

Seniority level: Not Applicable

Employment type: Full-time

Job function: Business Development and Sales

Industries: Insurance

Note: This refined description omits time-sensitive job posting indicators and extraneous job listings. It preserves the essential responsibilities and qualifications.

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