Talent.com
Private Client Broker
Private Client BrokerArthur J Gallagher & Co • Rocklin, CA, US
[error_messages.no_longer_accepting]
Private Client Broker

Private Client Broker

Arthur J Gallagher & Co • Rocklin, CA, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Underwriter/Broker Wholesale Insurance High Net Worth Client Broker

This is a hybrid role where you'll spend approximately 75% of your time marketing and selling, and 25% underwriting. You'll be the driving force behind revenue growthconnecting Retail Agents with national markets and delivering exceptional underwriting solutions through strong carrier relationships.

Key Responsibilities:

  • Prospect and develop new business through networking and relationship-building with Retail Agents and Carrier Underwriters.
  • Market and sell wholesale insurance solutions to achieve production goals and grow your book of business.
  • Build strong relationships with Specialty Carriers to ensure competitive pricing and access to coverage on various types of risk.
  • Pre-qualify submissions and focus on high-probability sales opportunities while following Carrier guidelines.
  • Analyze submissions from Retail Agents and determine the best available Carrier, coverage, forms, and premium.
  • Gather information on client risks and identify additional areas of exposure RPS could quote.
  • Stay ahead of industry and market trends that impact underwriting guidelines, pricing, and premiums.
  • Educate partners on RPS's full range of risk solutions as their business needs evolve.
  • Lead, train, and oversee support team when assigned.
  • Travel as needed to engage with clients and carriers.

Competencies:

  • Proven business development and relationship management skills.
  • Private Client experience
  • Strong analytical ability, attention to detail, and excellent communication.
  • A proactive, goal-driven mindset with urgency to achieve production targets.
  • Ability to leverage data and tools to craft comprehensive insurance solutions.
  • Sets a high standard for responsiveness and commitment to meet the needs of Retailers and their clients.
  • Conveys insurance and risk management expertise in ways that build trust and credibility.

About You Requirements:

  • Bachelor's degree and 3+ years of related experience.
  • Home state P&C license (or willingness to obtain within 90 days).
  • Proficiency in Microsoft Office.
  • Sales experience in insurance or related field preferred.

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...

[job_alerts.create_a_job]

Private Client Broker • Rocklin, CA, US

[internal_linking.similar_jobs]
Mortgage Protection

Mortgage Protection

Spieldenner Financial Group • Sacramento, CA, US
[job_card.full_time] +1
[filters_job_card.quick_apply]
Spieldenner Financial Group is seeking independent, motivated, career-minded individuals to join our Mortgage Protection team.Our team members help American families protect their largest asset:.Ou...[show_more]
[last_updated.last_updated_variable_days]
Sr. Commercial Relationship Specialist-Production AG

Sr. Commercial Relationship Specialist-Production AG

UMB Bank • Sacramento, CA, United States
[job_card.full_time]
Commercial Relationship Specialist-Production AG** At UMB Bank, the Sr.Commercial Relationship Specialist role provides a highly skilled level of support to Relationship Managers and Clients within...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Life Insurance Agent

Life Insurance Agent

Kimbrell Agency • Roseville, California, US
[job_card.full_time] +1
[filters_job_card.quick_apply]
The Kimbrell Agency is an independent brokerage under Symmetry Financial Group.We offer general life insurance, mortgage protection, dental & vision, infinite banking & retirement strategies, and m...[show_more]
[last_updated.last_updated_30]
Account Coordinator - Insurance Brokerage

Account Coordinator - Insurance Brokerage

Gallagher • Rancho Cordova, CA, United States
[job_card.full_time]
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 ...[show_more]
[last_updated.last_updated_1_day] • [promoted]
Client Success Partner

Client Success Partner

Public Consulting Group • Sacramento, CA, United States
[job_card.full_time]
Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve li...[show_more]
[last_updated.last_updated_30] • [promoted]
Remote Financial Consultant

Remote Financial Consultant

2320 financial services • Sacramento, CA, United States
[filters.remote]
[job_card.full_time] +1
Job DescriptionJob DescriptionRemote Financial Consultant - Future Agency Owner TrackAre you ready to lead, grow, and own your future?We're looking for motivated individuals who are hungry for more...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Finacial Advisor

Finacial Advisor

TradeJobsWorkForce • 95830 Vineyard, CA, US
[job_card.full_time]
Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien...[show_more]
[last_updated.last_updated_30] • [promoted]
Tax Senior Manager - Private Client

Tax Senior Manager - Private Client

Baker Tilly US • Rancho Cordova, CA, United States
[job_card.full_time]
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.New York, London, San Francisco, Los Angele...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Private Client Tax Senior Manager — Hybrid & UHNW

Private Client Tax Senior Manager — Hybrid & UHNW

EisnerAmper LLP • Sacramento, CA, United States
[job_card.full_time]
A prestigious accounting firm is seeking a Tax Senior Manager to join their Private Client Services team.This role involves supervising a team, managing client relationships, and overseeing tax com...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Client-Facing Account Strategist (U.S. based - Remote)

Client-Facing Account Strategist (U.S. based - Remote)

Atomic HR • Sacramento, California, .US
[filters.remote]
[job_card.full_time]
[filters_job_card.quick_apply]
We connect talented tech professionals in Latin America and Canada with remote career opportunities at innovative startups worldwide.We specialize in finding roles that align with your skills, expe...[show_more]
[last_updated.last_updated_30]
Equity & Options Trader – Remote

Equity & Options Trader – Remote

Maverick Trading • Sacramento, CA, USA
[filters.remote]
[job_card.full_time]
Equities & Options Trader – Trade Firm Capital (Remote).We allocate firm capital to disciplined traders and scale buying power based on performance and risk management.This is not a challenge accou...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Forex Prop Trader - Remote Opportunity | Roseville, CA

Forex Prop Trader - Remote Opportunity | Roseville, CA

Maverick Currencies • Roseville, CA, United States
[filters.remote]
[job_card.full_time]
Want to trade forex and crypto without risking your own money? Maverick Currencies is funding traders in Roseville, CA right now.Maverick Currencies is seeking disciplined traders who want to day t...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Affordable Housing Leasing Consultant

Affordable Housing Leasing Consultant

Asset Living • Roseville, CA, US
[job_card.full_time] +1
Asset Living is a third-party management firm and a proven partner in fostering thriving communities nationwide.Founded in 1986, Asset Living has decades of experience delivering exceptional value ...[show_more]
[last_updated.last_updated_variable_days]
Investments Relationship Manager

Investments Relationship Manager

First Technology Federal Credit Union • Rocklin, CA, United States
[job_card.full_time]
The Relationship Manager acts as a central point of contact for a variety of member investment needs, ensuring continuity of high-quality service, product delivery, and responsiveness to client nee...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Tax Senior Manager - Private Client Services

Tax Senior Manager - Private Client Services

EisnerAmper • Sacramento, CA, United States
[job_card.full_time]
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you’re starting out in your career or taking your next step as a seasone...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Remote Client Relations Coordinator

Remote Client Relations Coordinator

TradeJobsWorkforce • 95829 Vineyard, CA, US
[filters.remote]
[job_card.full_time]
As a Remote Client Relations Coordinator, you will be responsible for supporting customers and handling inquiries from the comfort of your home, including: respond to customer inquiries via phone, ...[show_more]
[last_updated.last_updated_30] • [promoted]
Alternative Investment Services Centralized Pricing Team, Senior Associate

Alternative Investment Services Centralized Pricing Team, Senior Associate

State Street Corporation • Sacramento, CA, United States
[job_card.full_time]
Responsible for working on a team that performs Shared Services on behalf of our clients.Functions performed could include: trade capture, security master modelling, client onboarding, client query...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Wholesale Insurance Broker & Underwriter — Grow Revenue

Wholesale Insurance Broker & Underwriter — Grow Revenue

Risk Placement Services, Inc. • Rocklin, CA, United States
[job_card.full_time]
A leading specialty insurance brokerage firm is seeking an experienced Broker to connect retail agents with national markets and deliver underwriting solutions.You'll develop business through netwo...[show_more]
[last_updated.last_updated_variable_days] • [promoted]