Client Consulting & Support
49341 Requisition #
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Arthur J. Gallagher & Co., one of the world's largest insurance brokers, provides a full range of retail and wholesale property/casualty (P/C) brokerage and alternative risk transfer services globally, as well as employee benefit brokerage, consulting, and actuarial services in the United States. We also offer claims and information management, risk control consulting, and appraisal services to clients around the world.

Gallagher Benefit Services, Inc. (GBS) consistently stands out in a competitive marketplace as an employer of knowledgeable, highly skilled and competitive talent. We are a company that touches businesses and their employees on a personal level.  At the core, our job is to help protect the health and well-being of employees and their families and provide for their financial security – all while allowing employers to attract and retain the people they need to grow and succeed. As you consider the value of working for Gallagher Benefit Services, remember your talent, winning attitude and strong performance will be highly valued and will maximize your future potential.


To streamline sales operations- allowing producers to focus on getting appointments, moving prospects through the pipeline & closing more business, faster & more efficiently.

Primary Responsibilities:

Sales Support & Collateral

·        Develop RFP/Proposal responses to about 90%- allowing producers to personalize to their prospect, utilizing Qvidian software.

·        Develop and maintain RFP library & templates.

·        Responsible for ensuring brand and Gallagher value prop is properly aligned with local sales collateral, working closely with regional marketing manager.

·        Leverage library of finalist/meeting resources for custom needs – includes placemats, PPTs and any other deliverable needed for specific presentations; engage marketing resource when new collateral is required.

·       Serve as liaison to ART department when one-to-one collateral development is needed.


·        Prospect research (pre-meeting) to supplement GSC data enrichment- especially for RFPs

·        Synthesize corporate initiatives/ tools & utilize corporate Marketing Support fully- communicating & making all resources available to producers

·        Identify & implement tools that streamline sales processes

·        Understand Gallagher vertical/niche strategy and align with branch initiatives

Business Analysis & Meeting Support

·        Develop PowerPoints for sales meetings

·        Support branch manager with meeting materials, reports and follow-up, including review of pipeline opportunities and gaps, white space opportunities and gaps and leaderboard reports

·        Review sales enrichment opportunities monthly and provide recommendations on process improvement and execution on data

·        Review branch business plan monthly and provide status update on initiatives

·        Develop strategies to use LinkedIn as part of networking and prospect development

·        Manage internal communications (at direction of branch manager) specific to sales initiative

·        Support prospect/client events, as directed

·        Provide vendor management meeting support and guidance including vendor communication, meeting expectations and approving collateral and meeting agenda. Coordinate with support team for meeting management – room, invitation, meals, media, etc.


Provide local producer trainings to include Salesforce management, prospect & campaign management, RFP process, LinkedIn, data enrichment, etc.

SalesForce Administration & Sales Enrichment Support

·        Provide Producer training specific to Salesforce, data enrichment tools, campaign management, etc.

·        Salesforce Office Champion; responsibilities include:

  •         Provide new and ongoing user training & support
  •         Run weekly, monthly and annual reports
  •         Submit new case information to finance for appropriate set-up in xRM
  •         Ensure data integrity in Salesforce

·        Review monthly expiring opportunities and establish review process with producers

·        Review Pipeline Insights and other sales reports and provide analysis and insights to branch manager for follow-up 

·        Communicate and provide support on branch, regional and divisional campaigns including:

  •         Branch campaign execution
  •         GRL/GBS campaigns:  HCI, BIC, NBS

  • Bachelor's degree and 3 years related experience required.
U.S. Eligibility Requirements:Interested candidates must submit an application and resume/CV online to be considered.
  • Must be 18 years of age or older.
  • Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
  • Must have unrestricted work authorization to work in the United States.  For U.S. employment opportunities, Gallagher hires U.S. citizens, permanent residents, asylees, refugees, and temporary residents. Temporary residence does not include those with non-immigrant work authorization (F, J, H or L visas), such as students in practical training status. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Gallagher will require proof of work authorization.
  • Must be willing to execute Gallagher's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality and non-disclosure
Gallagher offers competitive salaries and benefits, including: medical/dental/vision plans, life and accident insurance, 401(K), employee stock purchase plan, educational expense reimbursement, employee assistance program, flexible work hours (availability varies by office and job function) training programs, matching gift program, and more.  
Gallagher believes that all persons are entitled to equal employment opportunity and does not discriminate against nor favor any applicant because of race, color, religion, sex, age, veteran status, disability, national origin, or any other legally protected status.  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 applicant with a disability, unless the accommodation would impose an undue hardship on the operation of our business.


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