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[Remote] Private Client Advisor

Remote · Switzerland Full-time

Note: The job is a remote job and is open to candidates in USA. Gallagher is a company that helps clients manage risk with confidence, providing a client-centric suite of consulting tools and advanced data analytics. They are seeking a Private Client Producer who will act as a trusted advisor for High Net Worth individuals, managing their personal insurance programs and ensuring their unique needs are met with precision and care.

Responsibilities

  • Develops and acquires new business revenue through sales to new and existing clients
  • Provides service to clients according to their needs, retaining them as clients
  • Participates in team sales situations with other producers and support personnel
  • May manage overall client relationships and is supported by day-to-day account management
  • Assists, educates and develops other staff members in new client sales situations and existing client service requirements
  • Applies industry technologies to new sales, additional sales to existing clients and account service
  • Provides direction in account transfer situations
  • Prepares and implements an individual business plan and production budget
  • Develops and maintains inter-division/intercompany relationships consistent with our corporate culture

Skills

  • Bachelor's degree, 1 year related experience, and appropriate insurance licensing required
  • Bachelor's degree, participation in Gallagher's Sales Internship Program (GSIP), and appropriate insurance licensing required
  • High School Diploma/GED and 6 years experience with appropriate insurance licensing required
  • Ability to work independently with minimal supervision
  • Strong communication and interpersonal skills
  • Professional certification preferred (CEBS, CPCU, CIC or ARM)

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

Company Overview

  • SeaCoast Underwriters is now Risk Placement Services! Follow us: https://www.linkedin.com/company/risk-placement-services-inc It was founded in 1996, and is headquartered in Lake Mary, Florida, USA, with a workforce of 1001-5000 employees. Its website is https://www.seacoastunderwriters.com/.
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