Operations Specialist

Gallagher•Dallas, TX

About The Position

At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. Overview We are seeking a dynamic and results-driven Branch Operations Specialist to lead strategic initiatives, oversee branch operations, and drive growth through effective leadership, cross-functional collaboration, and innovative programs. This role combines operational excellence, sales enablement, marketing execution, financial oversight, and employee engagement to ensure the branch remains a top-performing unit nationwide.

Requirements

3 years related experience required.

Nice To Haves

Proven track record in branch operations, sales enablement, and employee engagement.
Strong leadership and project management skills with experience in cross-functional collaboration.
Excellent communication and relationship-building abilities with internal teams, clients, and vendor partners.
Financial acumen with experience in forecasting, cost-saving initiatives, and revenue growth. (preferred not required)
Ability to design and deliver training programs and operational best practices.

Responsibilities

Deploy and manage multiple company initiatives, ensuring successful execution and recognition as a top-performing branch.
Develop and implement yearly strategic initiatives to drive organic growth, mergers, recruiting, and productivity improvements.
Foster a positive branch culture through employee engagement programs, satisfaction surveys, focus groups, and appreciation events.
Review client consulting agreements for accuracy in scope, rates, and contractual details.
Maintain contingency plans to ensure compliance with business operating standards and systems.
Provide operational support during mergers and integrations, serving as a key point of contact.
Manage a 9-week summer sales internship program, including recruitment, onboarding, training, mentorship, and evaluations.
Plan and execute marketing events such as client seminars, roundtables, appreciation events, and employee functions.
Build and maintain strong vendor and carrier partnerships, securing sponsorships and evaluating ROI to improve future events.
Collaborate with production, finance, and carrier partners to resolve commission discrepancies and ensure client satisfaction.
Review monthly forecasts, identify cost-saving measures, and analyze branch-level expenses for efficiency.
Implement onboarding processes to ensure new hires have equipment, systems, and access on day one.
Oversee all new hire onboarding activities, ensuring a smooth and successful transition into the organization.

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