Operations Specialist

Introduction

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.

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.

• Branch Operations
  • 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.
• Sales Operations & Marketing
  • Manage a 9‑week summer sales internship program, including recruitment, onboarding, training, mentorship, and evaluations.
  • Plan and execute marketing events such as client seminars, round tables, appreciation events, and employee functions.
  • Build and maintain strong vendor and carrier partnerships, securing sponsor ships and evaluating ROI to improve future events.
• Finance
  • 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.
• Talent Management
  • 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.

• 3 years related experience required.

• 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.

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to, previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours.

On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

• 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

Other benefits include:

• Digital mental health…