Implementation Specialist

The Implementation Specialist is primarily focused on providing support to the Account Management team on activities related to on-boarding new Small Business clients. The
implementation specialist will coordinate client on-boarding activities, complete carrier and internal system implementation and communicate team workflow to maximize effectiveness of team efforts towards
relationship building, client experience and client retention. They will also do outbound calls "cold calling" to prospects initiating contact, qualifying leads and setting the foundation for successful sales engagements. You will collaborate closely with the producer to ensure a seamless hand-off of qualified prospects and contribute to overall revenue growth. 

Position Details: 

• Pay: $18/hr
• Hours: M-F 7am - 3:30pm 
• First 90 days are in office - Hybrid after, if metrics are bing met 
• Location: 777 N Rainbow Blvd
• Benefits Start Day 1! 

Implementation Specialist: 

• Support Small Business end to end Client On-Boarding Life Cycle:
  • Quote/Sold Review
  • Onboard
  • Maintain (Renewal)
• Manage client business workflow (Activities via Microsoft Dynamics AMP) and facilitate GSC
  interactions
• Support the client on-boarding and Client Service Life Cycle with oversight from experienced
  team members to ensure a seamless client experience
• Maintain and prioritize a task list on a regular basis as directed
• Provide support to GBS Small Business Account Management team by completing ad hoc
  administrative tasks as needed and directed
• Utilize Gallagher’s resources (Compliance), available tools (Microsoft Dynamics AMP, Quoting,
  Excel, PowerPoint, etc.), established work products and knowledge (benefits, ACA fully insured,
  self-funding, ancillary, etc.) to maximize efficiency and effectiveness in client deliverables
• Support on-boarding resolution of service-related issues in partnership with experienced team
  members
• Cultivate and maintain positive relationships within designated primary markets, clients and with
  vendor partners
• Participate in and adhere to GBS Peer Review policy
• Leverage team members to ensure the timely delivery of requests for clients, vendors and
  internal partners
• Develop strong oral and written communication skills, demonstrated through the ability to
  effectively facilitate on-boarding activities.
• Maintain up-to-date records in DMS
• Comply with Gallagher’s processes, BOSS standards and office initiatives
• Complete training and professional development to gain understanding of the insurance industry
  and GBS processes
• Exemplify the highest ethical standards, promote ethical behavior and uphold The Gallagher
  Way

Prospect Outreach: 

• Make high‑volume outbound cold calls daily to prospects from an assigned lead list
• Gather relevant information to determine prospect fit, interest level, and potential opportunity
• Schedule follow-up calls, demos, or meetings for the GBS Producer when appropriate
• Provide Producer with complete and accurate lead details to support smooth transitions
• Record all call attempts, outcomes, and notes in the CRM system with accuracy and timelines
• Update prospect statuses and maintain clean, organized lead pipelines
• Report trends, challenges, and feedback gathered from outreach efforts
• Meet or exceed daily/weekly outbound call and lead qualification targets
• Participate in ongoing coaching, training, and performance reviews
• Stay informed about product updates, promotions, and market positioning to enhance outreach quality

Required:

• Bachelor's degree and 3 years related experience required.
• Strong verbal communication and active listening skills.
• Comfortable making high‑volume outbound calls and handling rejection professionally.
• Basic understanding of CRM tools and lead management processes.
• Ability to multitask, stay organized, and work efficiently in a fast‑paced environment.
• Positive attitude, self-motivated mindset, and willingness to learn.

How Implementation Specialists Achieve Success:

Expertise:

• Demonstrate an understanding of the Client Service Cycle and renewal process.

Relationship Building:

• Facilitate collaborative relationships between Producers, Small Business team and clients.

Communication: 

• Speak and write effectively in different settings using a variety of communication methods.

Self-Management: 

• Maintain poise and composure while managing multiple internal and/or external client requests.

Results orientation: 

• Seek to understand team goals.
• Is willing to 'go the extra mile' to achieve results for clients, the Branch and Gallagher. 

Collaboration: 

• Understand and assist team with client on-boarding retention goals. 

Adaptability: 

• Adapt when working with a Producer or client team. 

Reliability: 

• Demonstrate composure, stamina and resilience under pressure. 

#LI-KB3

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...

**The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.

We value inclusion and diversity

Click Hereto 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.