Current jobs related to Private Client Service Manager - Walnut Creek - Gallagher
-
Private Client Service Manager
3 days ago
Walnut Creek, CA, United States Gallagher Full timeIntroduction 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...
-
Private Client Service Manager
2 weeks ago
Walnut Creek, CA, United States Gallagher Full timeIntroduction 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...
-
Private Client Service Manager
5 days ago
Walnut Creek, CA, United States Gallagher Full timeIntroduction 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...
-
Private Client Service Supervisor
2 weeks ago
Walnut Creek, United States Arthur J. Gallagher & Company Full timeAre you ready to lead, inspire, and make a real impact? At Arthur J. Gallagher, were looking for a dynamic Private Client Service Supervisor to take charge of a talented team and deliver exceptional service to our valued clients. This is your chance Client Service, Supervisor, Private, Service Manager, Benefits, Project Management, Insurance, Business...
-
Private Client Service Manager
3 days ago
Walnut Creek, California, United States Gallagher Full timeIntroductionAt 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...
-
Private Client Service Supervisor
6 days ago
Walnut Creek, United States Gallagher Full timeOverview Are you ready to lead, inspire, and make a real impact? At Arthur J. Gallagher, we’re looking for a dynamic Private Client Service Supervisor to lead a talented team of Private Client Account Managers and deliver exceptional service to our valued clients. This is your chance to step into a leadership role where you’ll shape the future of client...
-
Account Manager
3 weeks ago
Walnut Creek, United States Newfront Full timeJoin to apply for the Account Manager – Private Client Services role at Newfront Insurance is a trillion dollar market that is fundamental to society, yet it has not modernized — until now. Newfront is building the modern insurance experience. We’ve reimagined the experience for clients, prospects, and employees, altering the way people create,...
-
Private Client Service Supervisor
4 weeks ago
Walnut Creek, United States Gallagher Full timeIntroductionAt 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...
-
Account Manager
3 weeks ago
Walnut Creek, United States Newfront Full timeOverview Insurance is a trillion-dollar market that is fundamental to society, yet it has not modernized — until now. Newfront is building the modern insurance experience, reimagining how clients, prospects, and employees create, understand, select, transact, and use insurance. We put the client at the center, empower people for moments that matter, and...
-
Private Client Advisor II
4 weeks ago
Walnut Creek, United States Bank of America Full timePrivate Client Advisor II Walnut Creek, California To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge () Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the...
Private Client Service Manager
4 weeks ago
IntroductionAt 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. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher. OverviewWe 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. How you'll make an impactWe 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.What We’re Looking For: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.Join us to make a meaningful impact by delivering tailored solutions and exceptional service to our clients. About YouRequired: 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. #LI-WR1 Compensation and benefitsWe 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. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: Medical/dental/vision plans, which start from day oneLife and accident insurance401(K) and Roth optionsTax-advantaged accounts (HSA, FSA)Educational expense reimbursementPaid parental leaveOther benefits include:Digital mental health services (Talkspace)Flexible work hours (availability varies by office and job function)Training programsGallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeingCharitable matching gift programAnd 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. We value inclusion and diversityClick Here to review our U.S. Eligibility RequirementsInclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.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 (which includes transgender and other gender non-conforming individuals), gender expression, hair 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 (herein referred to as “protected characteristics”) by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, 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.
