Lake Oswego, Oregon, United States · Hybrid
Introduction 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:…
Skills: Client relationship management, Insurance strategy, Risk management, High net worth client service, Team leadership
Chandler, Arizona, United States · Hybrid
$46k–$84k/yr
Description At Liberty, you'll thrive in a hybrid setting that fosters in-person collaboration, innovation and growth. This approach optimizes both remote and in-person interactions, enabling you to connect and ideate wi…
Skills: Claims Handling, Customer Service, Damage Assessment, Negotiation, Property Damage Estimation
Simsbury, Connecticut, United States · Hybrid
$156k–$281k/yr
Description Summary: As the Wholesale Operations Leader, you will lead cross-functional work to deliver innovative solutions, streamline operational protocols, and drive consistency and process excellence across the GRS …
Skills: Strategic Planning, Operational Management, Financial Analysis, Business Process Improvement, Stakeholder Influence
Lake Oswego, Oregon, United States · Hybrid
$120k–$195k/yr
Description Aldrich CPAs and Advisors is looking for a Tax Manager to join our Lake Oswego office. This role will support clients in our construction practice, though prior construction tax experience is not required. Th…
Skills: Tax Compliance, Tax Planning, Consulting, Relationship Management, Client Service
Lake Oswego, Oregon, United States · On-site
$155k–$180k/yr
Description Aldrich is looking for a Senior Tax Manager interested in being a part of growing something. This position will provide complex tax review, planning and compliance services, and act as a trusted advisor to ou…
Skills: Tax Review, Tax Planning, Tax Compliance, Client Relationship Management, Financial Analysis
Lake Oswego, Oregon, United States · Hybrid
$180k–$215k/yr
Description Aldrich CPAs and Advisors is looking for a Senior Tax Manager to join our Lake Oswego office and support clients in our construction practice. This is a high-visibility leadership opportunity for an experienc…
Skills: Tax Compliance, Tax Planning, Tax Consulting, Client Relationship Management, Staff Supervision
Lake Oswego, Oregon, United States · Remote OK
$105k–$125k/yr
KBF is built differently. By pairing an entrepreneurial mindset with deep technical experience, KBF is a trusted partner and recognized leader in tax, audit, and advisory services, providing a comprehensive range of solu…
Skills: U.S. GAAP, SEC Reporting, Technical Accounting, Financial Reporting, Research and Analysis
Lake Oswego, Oregon, United States · On-site
$33/hr–$40/hr
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak…
Skills: Customer service, Consultative sales, Prospecting, Business development, Financial solutions
Lake Oswego, Oregon, United States · On-site
$30/hr–$55/hr
Associate Attorney — Probate & Trust Administration, Jennifer Martin Attorney At Law in Law Lake Oswego, Oregon Full-Time | In-Person | 0–3 Years of Experience JOB DESCRIPTION: Lake Oswego Law Firm is hiring a full-time …
Skills: Probate Administration, Trust Administration, Estate Planning, Legal Research, Client Communication
M&T BankLake Oswego, Oregon, United States · Hybrid
Overview: Responsible for originating residential mortgage loans and adhering to the requirements of federal registration under the SAFE Act Primary Responsibilities:Receive referrals from realtors, builders, branches an…
Skills: Mortgage Origination, Customer Service, Sales Ability, Financial Analysis, Credit Analysis
Westminster, Colorado, United States · On-site
$78k–$108k/yr
Maximize Customer Value and Drive SaaS Growth as our Next Financial Analyst, Customer Retention! Are you ready to be the financial force behind a dynamic, fast-growing 1.48B ARR business segment? Join Trimble's Customer …
Skills: Financial Modeling, FP&A, Generative AI, Predictive Analytics, Business Intelligence
Eugene, Oregon, United States · Hybrid
$32/hr–$36/hr
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with…
Skills: Customer Service, Reading Comprehension, Data Entry, Written Communication, Oral Communication
Chandler, Arizona, United States · Hybrid
$61k–$113k/yr
Description Are you looking for an opportunity to join a fast-growing company that consistently outpaces the industry in year-over-year growth? Liberty Mutual offers an exciting opening for a Workers Compensation Claims …
Skills: Claims Investigation, Workers Compensation, Liability Determination, Settlement Negotiation, Case Management
Lake Oswego, Oregon, United States · On-site
AAA is looking for motivated insurance agents for our Lake Oswego office! With over 100 years of experience in the insurance business, our members trust us to make sure their most valuable assets are properly covered. At…
Skills: Sales, Customer service, Organizational skills, Time management, Interpersonal communication
Lake Oswego, Oregon, United States · On-site
Licensed Nursing Home Administrator (LNHA) Setting: Skilled Nursing Facility Status: Full-Time Shift: Monday-Friday, 8am - 5pm Position Type: Salaried Location: The Pearl at Kruse Way, 4550 Carman Drive, Lake Oswego, Ore…
Skills: Financial Management, Personnel Management, Regulatory Compliance, Patient Census Management, Budgeting
Lake Oswego, Oregon, United States · On-site
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Coaching, Customer Service Management, Customer and Client Focus, Performance Management, Talent Development
Lake Oswego, Oregon, United States · Hybrid
$33/hr–$40/hr
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with…
Skills: Customer Service, Reading Comprehension, Data Entry, Written Communication, Oral Communication
Los Angeles, California, United States · On-site
$22/hr–$37/hr
About the Role: The Treasury Management Sales Analyst (TMA) is responsible for partnering with Treasury Management Sales Consultant(s), (TMC). The TMA role will serve as the primary sales support contact to the TMC in as…
Skills: Treasury Management, Sales Support, Working Capital Analysis, CRM Systems, Customer Service
Irvine, California, United States · On-site
$75k–$101k/yr
About the Role: Under general direction of management, an underwriter is responsible for the company’s loan production process for multiple states, including analyzing and approving or declining credit requests with a fo…
Skills: Credit Analysis, Loan Underwriting, Financial Analysis, Risk Management, Regulatory Compliance
Eugene, Oregon, United States · Hybrid
$30/hr–$33/hr
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with…
Skills: Customer Service, Reading Comprehension, Data Entry, Written Communication, Oral Communication
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The Senior Private Client Services Manager will manage personal insurance programs for high net worth individuals while driving revenue growth and new business opportunities. They are also responsible for mentoring team members, maintaining operational excellence, and fostering strong relationships with insurance carriers.
Candidates must have a bachelor's degree with at least 5 years of experience or a high school diploma with 10+ years of experience in client service or claims management. Additionally, at least 1 year of supervisory experience and appropriate insurance licensing are required.
Are you ready to take your career to the next level by working with prestigious clients and delivering tailored insurance solutions? As a Private Client Service Manager at Gallagher, you’ll be the trusted advisor for High Net Worth individuals, managing their personal insurance programs and ensuring their unique needs are met with precision and care. Reporting to the Private Client Service Supervisor, you’ll play a pivotal role in safeguarding their lifestyles, growing relationships, and driving new business opportunities.
Client Relationship Management:
Revenue Growth:
Leadership in Insurance Strategy:
Market Expertise:
Team Development:
Operational Excellence:
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: Previous insurance knowledge and experience managing client relationships. Solid financial acumen.
Behaviors:
At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.
At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.
Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)
Helping people and companies prevent, manage and overcome the impact of risk
About Gallagher Bassett: We are the leading provider of claims and risk management services, helping people and companies prevent, manage and overcome the impact of risk. Our team of experienced professionals understands the nuances of your business and always delivers the outcomes that matter most to your organization. Our story is one of strategic decision making, innovation, commitment to quality, and delivering excellent service. With these, Gallagher Bassett provides a unique suite of claims management and related consulting and technical services. Gallagher Bassett introduced the Third-Party Claims Administrator (TPA) model to the local insurance industry. As pioneers in this fast-growing sector, we continue to set the benchmark for quality, customer service, and TPA systems across all insurance sectors. We have operations in the United States, Australia, and the United Kingdom. Being part of a global organization gives us an advantage in technology, processes, personnel, and consulting services. This combination of global reach and local market expertise enables us to quickly and accurately assess any situation and provide an optimal solution. Our clients can rest assured that we fully understand their needs and are equipped to act whenever, wherever, and however required.
Offices: 2850 Golf Rd, Rolling Meadows, Illinois 60008, US
Based on 77 listings with disclosed salaries, most finance & accounting jobs in Lake Oswego, OR pay between $38k–$130k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 103 open finance & accounting positions in Lake Oswego, OR listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Liberty Mutual Insurance, Aldrich, Hoffman Construction Company, KBF Advisory, Columbia Bank, among others. Browse the listings above to see every active employer.
Yes — 46 of the 103 open finance & accounting positions offer remote or hybrid work (4 remote, 42 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
