Production Specialist

GallagherCharlotte, NC
Hybrid

About The Position

The Marketing Production Specialist ensures the accuracy, consistency, and professional quality of both client-facing and internal materials. Supporting the Senior Marketing Manager, this role focuses on assembling and formatting custom presentations, reports, and other materials to meet the needs of the Gallagher Executive Benefits Team. This position requires a highly detail-oriented, process-driven individual with strong technical skills to ensure all deliverables align with established branding, formatting, and organizational standards. Through precise document preparation and formatting, the Marketing Production Specialist plays a vital role in driving successful client engagements, enhancing sales efforts, and improving operational efficiency.

Requirements

  • Bachelor's degree
  • Minimum of 2 years of experience in a similar or related field involving document production.
  • Advanced proficiency with MS Office Suite (PowerPoint, Word, Excel) and InDesign.
  • Attention to detail to ensure accuracy in highly detailed materials.
  • Ability to work collaboratively with teammates while managing individual priorities effectively.
  • Strong organizational skills to meet deadlines in a fast-paced environment.
  • Process-driven mindset with resourcefulness and initiative to solve challenges independently.
  • Clear verbal and written communication skills to facilitate workflow across teams.

Nice To Haves

  • Familiarity with Illustrator or Photoshop is a plus but not required.

Responsibilities

  • Research and compile relevant market and peer data from industry websites, publications, and databases.
  • Format, revise, and standardize documents sourced from multiple sources to align with organizational standards and guidelines.
  • Organize and maintain a centralized library of templates and standardized resources to support efficient document production.
  • Design, assemble, and finalize presentations to communicate executive benefit plan strategies and solutions to current and prospective clients for Sales and Relationship Managers.
  • Support Relationship Managers with plan review presentations by integrating complex data into polished charts, graphs, and structured visuals.
  • Develop custom summary tables, analytical charts, and projection reports based on data provided by Analysts and Client Service Managers into clear and actionable formats.
  • Prepare detailed due diligence reports as requested by Sales and Relationship Managers.
  • Provide support by organizing, tracking, and replenishing marketing and presentation inventory, including covers, folders, and other printed collateral.
  • Assemble physical presentation materials using a binding machine and other related equipment.
  • Compile event-related expense receipts and ensure compliance with corporate approval processes.
  • Provide additional administrative, sales, and marketing support as business needs require.
  • Apply MS Office Suite skills (particularly PowerPoint, Excel, Word) to produce high-quality client-facing and internal deliverables.
  • Utilize design software such as InDesign to ensure consistent branding and professional formatting across all materials.
  • Ensure all deliverables follow corporate branding standards, formatting guidelines, and visual consistency.

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
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