Private Client Advisor

Introduction At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. Overview At Gallagher, we help businesses grow, communities thrive, and people prosper. As a Client Service Leader, you’ll lead a team of service professionals to deliver exceptional service to clients. This is your opportunity to join a global leader in insurance, risk management, and consulting services, where your leadership and client‑focused approach will make a real impact. You’ll be part of a branch that specializes in larger businesses, including self‑funded accounts, with a focus on trucking and logistics. This role is ideal for someone with direct leadership experience in the employee benefits brokerage industry who is ready to take the next step in their career. How you'll make an impact In this role, you’ll guide and mentor your team to deliver seamless client service while driving business growth. You’ll oversee the renewal process, ensuring retention targets are met and tailored coverage solutions are delivered. By fostering strong relationships with clients, vendors, and internal teams, you’ll champion Gallagher’s resources to maximize efficiency and service value. Your responsibilities will include: Leading and developing a team of professionals, including hiring, onboarding, and career pathing. Monitoring compliance metrics, dashboards, and tools like PowerBI to ensure team performance. Supporting consultants in winning new business by participating in prospect meetings and showcasing Gallagher’s value proposition. Identifying opportunities for additional services through cross‑solving with clients. Promoting ethical standards and upholding The Gallagher Way in all interactions. About You Leadership experience in the employee benefits brokerage industry, ideally managing larger accounts or self‑funded businesses. A bachelor’s degree or equivalent experience in client coordination or claims management. A Life and Health Insurance License. Proficiency in tools like PowerBI and compliance monitoring systems. Strong organizational skills to manage priorities and meet deadlines. A proactive approach to mentoring and developing team members. Willingness to travel approximately 25% of the time to support business needs. 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. 1+ years supervisory experience. Appropriate licensing as required. Preferred: Prior experience designing and implementing productivity and client service improvements, experience leading and managing teams (preferably within a matrix environment) within an operational service delivery or shared services environment, keen understanding of professional and industry standards/practices. #LI-KK2 #LI-Hybrid 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. 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 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 full‑time positions. If you are not applying for a full‑time position, details about benefits will be provided during the selection process. We value inclusion and diversity You can review our U.S. Eligibility Requirements. Inclusion 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. #J-18808-Ljbffr