Gallagher is a global community dedicated to helping clients navigate complexity with confidence. The Employee Benefits Producer & Consultant role focuses on understanding client needs, building and expanding a book of business, and leveraging Gallagher's resources to provide exceptional service and solutions.
Act as an entrepreneur developing a book of business from a network of your own contacts typically in a particular vertical niche or employer size
Establish and maintain a new business pipeline of qualified leads exceeding four times goal. Weekly, ensure all tracked pipeline information is current and reflects actual activity and stage in the sales process
Have the ability to conduct client discovery with confidence in the presence of CEO’s, CFO’s, CHRO’s and other key stakeholders
Capably consult clients on an independent basis and recognize opportunities to bring in other SMEs
As clients are brought in to the firm, schedule check-ins and briefings monthly with the Client Service team to keep abreast of account status, providing leadership as to strategy, communications and problem-solving
Take responsibility for scheduling internal client account review meetings, ensuring timely and thorough completion of prescribed process to ensure client retention, always thinking creatively about next steps needed to expand the account
Include executive sponsors as appropriate
Semi-annually or as often as necessary, brief the Regional Sales Leader and the Area President/Area EVP as to the status of all key accounts
Enthusiastically embrace and partner with the Gallagher Benefit Services organization: Within 30 days, identify an internal network of supportive figures (Producer peers, Consultants, Leaders, etc.) to be relied upon for guidance and advice. Set informal meetings with these individuals as needed. Within 60 days of completing our Proactive People Strategy training, be able to introduce the concept of Organizational Wellbeing and apply its value to prospects and clients, with the goal of providing introductions to other relevant Gallagher SMEs. Within six months, identify a Gallagher Global Broking (GGB P&C) Producer or Producers to partner with, starting with identifying opportunities and providing warm introductions for that Producer among your GBS clients and requesting reciprocal introductions to GGB clients. Within six months, gain introductions to division level resource leaders across the breadth of the Proactive People Strategy model. Identify one or more divisional initiatives of personal interest to participate in within the first 12 months. Measure growth of your personal brand within Gallagher by the scope and breadth of the projects you participate in
Know your competition. Provide information as to wins/losses you are aware of in the market, and always schedule post-presentation reviews that include all Gallagher participants
Regularly solicit feedback on your performance in client-facing and internal colleague-facing settings
At prospecting, proposal, and account management stages, provide training through partnership with junior team members. Highlight complex client strategy and technical analysis as well as emphasis on client value, compliance and ethical conduct
Speak up regarding succession opportunities of interest. Provide guidance to leaders who seek to ensure your career progresses in the most rewarding manner possible
Qualification
Required
Bachelor's degree, 1 year related experience, and appropriate insurance licensing required
OR Bachelor's degree, participation in Gallagher's Sales Internship Program (GSIP), and appropriate insurance licensing required
OR High School Diploma/GED and 6 years experience
Preferred
Professional designation may be preferred, including 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
And more...
Gallagher is an international insurance brokerage and risk management services firm.
