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 youre close but not an exact match, we encourage you to apply.

Senior level operations role 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 merger & acquisition onboarding to support the integration of new merger partners into the organization.

Relationships and Organizational Leadership

• Responsible for the execution of divisional, regional, practice and branch projects as defined
• Oversee internal communication and change management of the branch strategy, goals, performance and value proposition

Professional Standards

• Accountable for training branch employees on BOSS standards: Business Continuity (BCP), Consulting Agreements, Records Retention Policy (RIMP), Revenue Disclosure Policy, Solvency and Third Party Vendor Review Process (TPV)
• Responsible for updating Business Continuity and Disaster Recovery plans quarterly
• Regularly review and update branch specific AM / Best Rating log
• Oversee coordination of local office audits, e.g. corporate, divisional, third party
• Involved in E&O Tracking and Reporting
• Collection of local carrier supplemental compensation arrangement for Revenue Disclosures

Budget & Finance

• Coordinate with GBS Finance and Area Presidents to create annual revenue and related client expense budget, compensation and operating expense budget, revenue and operating expense forecasts
• Coordinate with correct team to approve branch expenses, including T&E, vendor payables, etc, ensure timely client billings under consulting agreements and to research/resolve outstanding aged receivables
• Coordinate with Area President on timely submission of locally received commission checks and statements to Finance.
• Coordinate with GBS Finance, Branch Managers and Producers to monitor monthly commissions and follow up on missing commissions with account teams and/or carriers.
• Achievement of Revenue and EBITDA goals, by driving adoption of recommended solutions with quantifiable ROI

Human Resources

• Onboard (mentor and train) new Operations team members
• Complete forms for employee changes, staffing requisitions, online terminations, Benefits Upon Termination letters (operations roles)
• Verify all branch staff completes all corporate required training and manage invitations to New Hire and Manager HR 101 training

Information Technology

• Administration of Document Management System (ongoing local), i.e. New Client Access, Check-in Docs, etc.

Mergers and Acquisitions

• Work with M&A leader to develop Integration team and project plan pre-close (Regional Ops)
• Assist in preparing merger due diligence reports incorporating compliance and technology findings (Regional Ops)
• Responsible for post integration triage with merger partners to resolve issues, work through earn-out issues, etc.

Facilities

• Location and Office Decisions, e.g. Lease Agreements
• Project Management of actual office moves

Sales / Client Relationships

• Participates in the development of Prospect & Client Event/Seminar Carrier Sponsorship Solicitation and Coordination
• Development of prospect and client event/seminar strategy
• Participate in Client Annual Review (CAR) and identification of Most Important Clients
• Tracking of CAR Meetings in Salesforce
• Manage annual divisional client experience survey, specifically identification of survey recipients

Bachelor's degree and 7 years related experience

Preferred

• Prior experience in a consultative role within the Health and Benefits brokerage industry
• Possess exceptional business acumen (to include understanding general business principles, finance, accounting and marketing strategies)
• Can manage/balance multiple priorities and prioritize through constant change
• Ability to translate short-term business goals into team and individual performance goals
• Ability to conduct performance management discussions

#LI-AM3

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 youll 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...

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements

Inclusion and diversity (I&D) is a core part of our business, and its 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.