Operations Coordinator jobs in United States
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Gallagher · 20 hours ago

Operations Coordinator

Gallagher Benefit Services is a trusted partner helping organizations with their people decisions. The Operations Coordinator for Carrier Appointments and Contracting is responsible for managing the onboarding and contracting processes with insurance carriers, ensuring compliance and facilitating communication between teams and carriers.

ConsultingFinancial ServicesInsuranceManagement ConsultingRisk Management
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H1B Sponsor Likelynote

Responsibilities

Coordinate the end-to-end process of carrier appointments, including application submission, follow-ups, and approvals
Manage contracting processes with carriers, ensuring all documentation is accurate, complete, and compliant with company and regulatory standards
Maintain up-to-date records of carrier contracts, agreements, and appointment statuses in the company’s database or CRM system
Act as the primary point of contact for carriers regarding appointment and contracting inquiries
Ensure all carrier appointments and contracts comply with state and federal regulations, as well as company policies
Monitor and track licensing and appointment renewals to avoid lapses in compliance
Assist in resolving compliance issues related to carrier appointments and contracting
Collaborate with internal teams, including sales, underwriting, and compliance, to ensure smooth onboarding and contracting processes
Serve as a liaison between carriers and internal stakeholders to address and resolve issues promptly
Provide regular updates to leadership on the status of carrier appointments and contracting activities
Identify opportunities to improve the efficiency and accuracy of the carrier appointment and contracting processes
Develop and implement standard operating procedures (SOPs) for carrier appointments and contracting
Stay updated on industry trends and best practices to enhance operational effectiveness
Generate reports on carrier appointment and contracting metrics, including turnaround times, compliance rates, and issue resolution
Analyze data to identify trends and recommend improvements to processes and workflows

Qualification

Carrier Appointment ProcessesRegulatory ComplianceContract ManagementCRM System ProficiencyAnalytical SkillsCommunication SkillsOrganizational Skills

Required

Bachelor's degree
3 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

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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