Implementation Specialist

Gallagher • Las Vegas, NV

1d • Hybrid

About The Position

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.

Requirements

• 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.

Nice To Haves

• 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.

Responsibilities

• 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
• 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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level