Enrollment Team Lead jobs in United States
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Gallagher · 10 hours ago

Enrollment Team Lead

Gallagher Benefit Services is a trusted partner to organizations navigating important people decisions, helping clients build better workplaces. The Enrollment Team Lead will support the Enrollers with end-to-end support for enrollments, monitor team success, and provide training and resources as needed.

ConsultingFinancial ServicesInsuranceManagement ConsultingRisk Management
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H1B Sponsor Likelynote

Responsibilities

Testing the databases
Update training resources for new enrollment platforms
Serving as a resource for the unified chat
Answering chat questions and navigating resources as a first line of command and escalating to management as needed
Assigning and working service tickets
Monitoring and supporting the queue
Updating and managing folder content as needed (archive old versions of EG in Enrollment Folder)
Updating matrix
Schedule support for lunch and personal break facilitation
Monitor PTO availability for ticket response and support
Manager, populate, and review department OneNote
Conduct one-on-one support and coaching for increased sales opportunities
Set goals and expectations for enrollment team
QA score management of 80% or higher
Testing enrollment systems to ensure accuracy, access, and configuration (2 days prior to each OE)
Retention of Enrollers
Ownership of system corrections with internal partners when Enrollers raise issues and concerns -Resolution Ownership vs. Ticket Creation. Directly communicating with AM/AE for resolution
Creating and controlling the team culture
Hosting team building sessions for learning and PD
Upholding 85% QA score on personal feedback
Advocating and communicating needs to management
Enrolling during busy season as needed
Scheduled management of seasonal enroller chat, enrolling, and queue

Qualification

LifeHealth LicenseEmployee Benefit ManagementMicrosoft OfficeCall Center SoftwareProject Management SoftwareOrganizational SkillsTime ManagementCritical ThinkingCommunication Skills

Required

Minimum three to five years' experience in employee benefit account management preferred
Life and Health Agent's License required for commission bonus participation
Intermediate knowledge of Microsoft Office Products Outlook, Word and Excel
Knowledge of call center software
Knowledge of project management software

Preferred

Highly motivated self-starter with ability to work independently to accomplish established agency goals
Strong organizational and time management skills, with an extreme attention to detail
Critical thinking skills with ability to use logic and reasoning to identify deficiencies or other concerns
Exceptional communication skills, both in the verbal and written word, necessary to communicate with clients, brokers, carriers and prospects concerning employee benefit lines of coverage
Ability to adhere to and meet deadlines

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

Company

Gallagher

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Gallagher is an international insurance brokerage and risk management services firm.

H1B Sponsorship

Gallagher has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (58)
2024 (31)
2023 (32)
2022 (45)
2021 (36)
2020 (15)

Funding

Current Stage
Public Company
Total Funding
$9.7B
2024-12-09Post Ipo Equity· $8.5B
2023-06-22Post Ipo Debt· $1.2B
1984-06-29IPO

Leadership Team

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Alec Herring
Area Senior Vice President
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Mark Gresser
Executive Vice President
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Company data provided by crunchbase