Gallagher · 1 day ago
Implementation Specialist
Brookfield, WI
Full-time
Onsite
Entry Level
1+ years expGallagher is a global leader in insurance, risk management, and consulting, dedicated to helping clients face risk with confidence. The Implementation Specialist will facilitate the Insured Product implementation process for new and existing clients, ensuring a successful onboarding experience and providing initial customer service support.
ConsultingFinancial ServicesInsuranceManagement ConsultingRisk Management
Responsibilities
Upon the sale of a case, communicates with customers to obtain enrollment materials and collaborates with the Underwriting and Billing departments to complete new case implementation
Handle all aspects of review and distribution of new group plan documents (Joinder/Application and Certificates)
Effectively service new groups until group is transitioned to the ongoing service team
Oversee and coordinate block implementations, utilizing Service Department resources when needed
Respond to frequent customer inquiries via telephone (inbound and outbound), e-mail, or letter
Counsel clients on appropriate administrative practices to ensure compliance and alignment with insurance policy language
Maintain and update all systems databases and customer files per company guidelines
Collaborate with Customer Service Manager to identify opportunities for process improvement or service enhancements
Qualification
Required
Excellent analytical skills
Ability to multi-task in a fast paced environment
Solid knowledge in required system and computer applications
High School degree required
Life & Health insurance license for each of the states in the assigned region
Preferred
1-2 years experience in the insurance or claims industry preferred
Highly analytical individual with working knowledge of Excel and Sharepoint
Two years experience in customer service, preferably in an employee benefits related capacity
Ability to read and interpret insurance policy language, and effectively communicate policy language and intent to customers
Demonstrated analytical skills
Must have a high aptitude for problem identification, investigation, and resolution
Must possess a high level of positive interpersonal skills and negotiation skills
Exhibit poise, tact, and diplomacy both to internal and external customers
Proficient in Word, Excel, Outlook, and Adobe Acrobat
Proven capacity to learn software programs developed in-house
Must have excellent command of the English language; oral and written
Moderate mathematical skills are required
Attention to detail in interpreting, composing, and proofreading written materials
Excels in a fast-paced environment with demonstrated ability to prioritize multiple, competing demands
Possesses excellent organizational skills
Willingness and enthusiasm to learn and apply concepts around new products, services, and procedural enhancements
Ability to work and make decisions independently and within a team environment
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
And more...
Company
Gallagher
Gallagher is an international insurance brokerage and risk management services firm.
10001+ employees
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 CompanyTotal Funding
$9.7B2024-12-09Post Ipo Equity· $8.5B
2023-06-22Post Ipo Debt· $1.2B
1984-06-29IPO
Leadership Team
Alec Herring
Area Senior Vice President
Mark Gresser
Executive Vice President
Recent News
Life Insurance International
2026-01-07
2025-12-04
2025-11-19
Company data provided by crunchbase