Operations Coordinator

Gallagher•Rolling Meadows, IL

About The Position

The Operations Coordinator for Carrier Appointments and Contracting is responsible for managing and streamlining the process of onboarding, contracting, and maintaining relationships with insurance carriers. This role ensures compliance with regulatory requirements, facilitates efficient communication between internal teams and carriers, and supports the overall operational efficiency of the organization.

Requirements

Bachelor's degree and 3 years related experience in operations, contracting, or a related role within the insurance or financial services industry.
Excellent verbal and written communication
Develops professional relationships with internal and external stakeholders
Works collaboratively with a team as well as independently, capable of meeting deadlines and delegating when necessary
Abilities to manage/balance multiple priorities
Seeks to understand team and Branch goals
Actively seeks to develop professional skills
Demonstrates composure, stamina and resilience under pressure
Constantly seeks to improve personal efficiency and productivity
Clarifies priorities/requests and follows through on commitments
Proactively takes on additional responsibilities in support of the team when needed
Builds knowledge of Gallagher tools, systems and shared resources
Is willing to go the “Extra Mile” to achieve results that benefit the client, the Branch and Gallagher
Proactively approaches issues that could impact client retention

Nice To Haves

Familiarity with carrier appointment processes and regulatory requirements

Responsibilities

Coordinate the end-to-end process of carrier appointments, including application submission, follow-ups, and approvals.
Manage contracting processes with carriers, ensuring all documentation is accurate, complete, and compliant with company and regulatory standards.
Maintain up-to-date records of carrier contracts, agreements, and appointment statuses in the company’s database or CRM system.
Act as the primary point of contact for carriers regarding appointment and contracting inquiries.
Ensure all carrier appointments and contracts comply with state and federal regulations, as well as company policies.
Monitor and track licensing and appointment renewals to avoid lapses in compliance.
Assist in resolving compliance issues related to carrier appointments and contracting.
Collaborate with internal teams, including sales, underwriting, and compliance, to ensure smooth onboarding and contracting processes.
Serve as a liaison between carriers and internal stakeholders to address and resolve issues promptly.
Provide regular updates to leadership on the status of carrier appointments and contracting activities.
Identify opportunities to improve the efficiency and accuracy of the carrier appointment and contracting processes.
Develop and implement standard operating procedures (SOPs) for carrier appointments and contracting.
Stay updated on industry trends and best practices to enhance operational effectiveness.
Generate reports on carrier appointment and contracting metrics, including turnaround times, compliance rates, and issue resolution.
Analyze data to identify trends and recommend improvements to processes and workflows.

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