Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.
We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.
Overview
This Senior level operations role is a position that supports and partners with the Area President. The Operations Director has direct responsibility for supporting and directing operations efforts in multiple locations within the sub-region. Includes joint accountability for branch financial results, developing budget and non-sales strategic plan on behalf or in partnership with the Area President. Responsible for developing new workflow strategies to support client value and vet new strategic partners. Provides executive or managerial oversight of, or partnership with other departments or staff functional area(s) such as Sub-regional office support, client management, compliance, TPA, central shared business services, Executive Assistant, and other Divisional and GCoE departments.
How you'll make an impact
- Operational, Technical and Business Responsibilities
- Accountable to consult on the direction of the firm, workflow, account assignments and all manner of internal business processes
- Responsible for managing workflow and creating increased sales and service capacity within the branch
- Broad oversight and responsibility to ensure the branch is operating in accordance with Gallagher Standards of Excellence (GSE) Professional Standards and prepared to pass compliance audits.
- Research and implement proven methods to run the operation more efficiently
- Coordinate Dominant Priority development and deliverables
- Apply technical knowledge to identify new utilities in the market and advocate for their deployment within the organization
- Identify opportunities for improvement in technology, process and staff, taking action to enhance results
- Develop and implement action plans to adapt to changing legislative, market or corporate conditions
- Relationships and Organizational Leadership:
- Active member of the Regional team of Branch Operations Leaders
- Active member of the Branch / Sub-Region leadership and strategic planning team
- Consult with sub-region offices to promote best practices and operational deficiencies
- Budget, Finance, and Legal
- Jointly accountable with the Area President for branch financial results, including reconciling reports, assisting with annual budget, and monitoring branch expenses
- Responsibilities include oversight of monthly commission tracking and reconciliation of branch revenue
- Oversee branch supply expenses
- Monitor branch revenue collection and expenses to maximize branch success
- Support Area President, Market Leaders, and Producers in financial aspects of pre-contract deal review for client pricing adequacy
- Forecast, manage, and remediate for expenses paid for clients, Co-broker and any other noteworthy expense items
- Review client consulting services agreements
- HR
- Actively recruit, hire, mentor and train new Operations team members and support hiring and onboarding process for all other areas within the Branch
- Accountable for eHire requisitions and onboarding of new employees
- Support the local summer internship program according to Corporate requirements. (Keep?)
- Coordinate vacation schedules among respective Operations team members
- Responsible for meeting new hires for introduction to Gallagher and Branch culture and expectations
- Administrative
- Act as liaison between the IT Department and the Branch. Responsible for communicating servicing requests, technology software and hardware requests and issues
- Oversight for facility contracts and maintenance issues
- Oversight to ensure the coordination of office events, staff events and parties
- Responsible for operational due diligence in the sub-region for M&A activity
- Accountable to integrate new merger partners into the sub-region pre- and post-close
- Training and Development
- Develop and implement branch training as needed
- Ensure cross-training efforts are established and current
- Manage workflow to ensure priority items are resourced and successful.
- Oversight for planning and organization of weekly / monthly branch meetings
- Verify staff completes all corporate required training
- Leads the internal team to focus and allocate resources as priorities require
- Other
- Support corporate/divisional and/or branch initiatives
- Assist, educate and support the development of other staff members
- Participate in industry related educational and product information seminars and courses
- Other duties as assigned by Area President and Regional Operations Leader
About You
Required: Bachelor's degree and 7 years related experience required.
Preferred:
- Exceptional business acumen (to include understanding general business principles, finance, accounting and marketing strategies)
- Self-motivated and able to work independently
- Ability to lead / manage staff
- Strong time management skills
- Superior presentation skills
- Flexibility to shift priorities as needed to service the needs of the department
- Proficient PC skills
- Minimum of 5-7 years’ experience in employee benefits, insurance, management or related service industry
- College degree required, Master’s or MBA a plus.
- Schedule must be flexible to accommodate workload and client support needs
- Position requires strong multi-level relationship building skills, excellent oral and written communication skills and the ability to work towards team and individual goals
Desired
- Prior employee benefits brokerage experience preferred
- State license for Life/Disability required
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