Private Client Broker

Job Summary

Private Client Broker at Risk Placement Services, Inc. (RPS) – a leading Specialty Wholesale Insurance Brokerage firm. This hybrid role spends approximately 75% of time on marketing and selling and 25% underwriting. The successful candidate will drive revenue growth by connecting Retail Agents with national markets and delivering 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 and Qualifications

• 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.

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

Base pay range: $54,000.00/yr — $/yr.

Minimum core benefits include:

• 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.

Additional benefits:

• 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.

Location

Rocklin, CA

Benefits Summary 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. Inclusion and Diversity

We value inclusion and diversity.  to 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.

Seniority

Level

Not Applicable

Employment Type

Full‑time

Job Function

Finance and Sales

Industry

Insurance

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