Account Executive - Private Client

Account Executive Role

The Account Executive role is accountable for retaining and expanding specific clients identified by local management. Drives overall client strategy to meet / exceed client expectations and growth goals. Manages a book of business typically greater than $500,000, including renewals and growth of existing accounts. Direct impact on business outcomes : revenue growth, client retention, client satisfaction, and enhancing AJG's value to clients.

Essential Functions

Successfully manages a book of business typically greater than $500,000 in annual revenue. Coordinates company personnel (service, loss control, local leadership) to meet / exceed objectives, client retention, and growth expectations for assigned clients. Establishes productive, professional relationships with key personnel in assigned client accounts. Proactively assesses, clarifies, and validates client needs on an ongoing basis. Acts as the primary Client Executive for all assigned clients to manage and grow the relationship. Develops and executes the strategic plan to achieve clients' goals and objectives while contributing profitable growth for the company. Conducts stewardship reviews (including preparation and follow-up). Proactively identifies opportunities to improve clients' risk management program, including evaluating exposures and facilitating introductions / referrals to specific industry and / or product experts. Works closely with service team members to ensure timely resolution and satisfactory outcome to client issues.

About You

Excellent verbal, written, and presentation skills. Role model for achieving performance standards and champion of Gallagher's shared values. Strong planning and organizational skills, with the ability to handle varied tasks / instructions. Successfully manages competing priorities. Flexibility in response to change and learning opportunities. Independent management of multiple tasks and responsibilities for self and teams. Proficient in using technology as a tool to maximize productivity and quality. Comfortably engages others in a consultative sales dialogue. Consistently delivers high-quality work on a timely basis. Builds collaborative and mutually meaningful relationships with internal and external clients. Analyzes data and uses information to make decisions. Keen problem-solving skills, focusing solutions on the root cause. Qualifications : Bachelor's degree and 8 years related experience OR High School Diploma / GED and 3-5 years related experience required. License required. Professional designation such as Chartered Property Casualty Underwriter (CPCU), Certified Insurance Counselor (CIC) or Associate in Risk Management (ARM) preferred. Excellent sales capabilities Outstanding verbal and written communication skills

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...

Inclusion and Diversity

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.