Regional Small Business Segment Advisor

Gallagher•Bellevue, WA

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. Small Business Service Advisor role is pivotal in supporting local branch leadership and client service teams by balancing efficiency, scalability, and improving the client experience. The Small Business Service Advisor will ensure compliance to reduce risk, develop and facilitate business processes, segment governance, and collaborate with leadership to build and execute customer-centric strategies.

Requirements

Bachelor's degree and 5 years related experience required.

Nice To Haves

Proven experience in a strategic advisory role within the insurance or financial services industry.
Strong understanding of small business operations and market dynamics.
Excellent analytical, problem-solving, and decision-making skills.
Ability to collaborate effectively with leadership and cross-functional teams.
Experience in managing business processes and ensuring compliance.
Strong communication and interpersonal skills.
Ability to drive change and create competitive advantages.

Responsibilities

Provide strategic support to enhance efficiency, scalability, and client experience.
Ensure compliance with industry standards and regulations to mitigate risk.
Oversee segment business processes, governance, and shared services expense control to optimize operations.
Collaborate with leadership to develop and implement strategies that improve client experience and retention.
Work with divisional and local leadership to build and execute customer-centric strategies focused on delivering value.
Drive initiatives and segment adoption to support sales and growth opportunities in the Small Business segment.
Deploy solutions that support people, processes, and systems to drive change and improve client experience.
Partner with divisional and local leadership to create competitive advantages in the Small Business market.
Participate in due diligence processes.
Serve as a dedicated resource for merger analysis, onboarding, and the Integration Management Office (IMO).
Identify and support the development of the Small Business training curriculum.
Establish Key Performance Indicators (KPIs) to support people managers.
Ensure the proper execution of Small Business tools and resources.

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