Gallagher · 1 hour ago
Sales Program Manager Regional
United States
Full-time
Remote
Mid, Senior Level
5+ years expGallagher Benefit Services is a trusted partner for organizations navigating important people decisions. The Sales Program Manager is responsible for managing the onboarding process for producers acquired through mergers and acquisitions, ensuring a seamless transition and compliance while collaborating with internal teams and external carriers.
ConsultingFinancial ServicesInsuranceManagement ConsultingRisk Management
Responsibilities
Lead the onboarding process for producers acquired through mergers and acquisitions, ensuring a smooth transition into the organization
Develop and execute detailed onboarding plans, including timelines, milestones, and deliverables
Facilitate training sessions and provide resources to help producers understand company systems, processes, and policies
Collaborate with M&A IMO teams to align onboarding activities with broader integration strategies
Manage the end-to-end process of carrier appointments for acquired producers, including application submission, follow-ups, and approvals
Ensure all carrier appointment documentation is accurate, complete, and compliant with company and regulatory standards
Act as the primary point of contact for carriers regarding producer appointments and contracting inquiries
Maintain up-to-date records of carrier appointments and agreements in the company’s database or CRM system
Ensure all producers meet licensing and regulatory requirements during the onboarding process
Collaborate with the compliance team to verify credentials and address any licensing or appointment issues
Monitor and track licensing and appointment renewals to avoid lapses in compliance
Work closely with M&A Integration Management Office (IMO) teams to ensure producer onboarding aligns with the overall integration strategy
Provide regular updates to IMO teams on onboarding progress, challenges, and milestones
Support IMO teams in identifying and resolving integration-related issues impacting producers or carrier relationships
Serve as the primary point of contact for producers during the onboarding phase, addressing questions and concerns promptly
Build strong relationships with acquired producers and carriers to foster trust and alignment with organizational goals
Provide regular updates to leadership on the progress of onboarding activities and identify any challenges or risks
Identify opportunities to streamline and improve the producer onboarding and carrier appointment processes, ensuring consistency across all M&A integrations
Develop and implement standard operating procedures (SOPs) for producer onboarding, carrier appointments, and integration activities
Stay updated on industry trends and best practices to enhance the onboarding experience
Track and report key metrics related to producer onboarding, carrier appointments, and integration activities, including timelines, compliance rates, and producer satisfaction
Analyze data to identify trends and recommend improvements to the onboarding and appointment processes
Prepare detailed reports for leadership and IMO teams on the status of M&A integration activities
Qualification
Required
Bachelor's degree
5 years related experience in operations, contracting, or a related role within the insurance or financial services industry
Excellent verbal and written communication
Develops professional relationships with internal and external stakeholders
Works collaboratively with a team as well as independently, capable of meeting deadlines and delegating when necessary
Abilities to manage/balance multiple priorities
Seeks to understand team and Branch goals
Actively seeks to develop professional skills
Demonstrates composure, stamina and resilience under pressure
Constantly seeks to improve personal efficiency and productivity
Clarifies priorities/requests and follows through on commitments
Proactively takes on additional responsibilities in support of the team when needed
Builds knowledge of Gallagher tools, systems and shared resources
Is willing to go the 'Extra Mile' to achieve results that benefit the client, the Branch and Gallagher
Proactively approaches issues that could impact client retention
Preferred
Familiarity With Carrier Appointment Processes And Regulatory Requirements
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