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Regional Small Business Segment Advisor jobs in United States
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Gallagher · 1 month ago

Regional Small Business Segment Advisor

Gallagher Benefit Services is a trusted partner helping organizations navigate important people decisions and build better workplaces. The Regional Small Business Segment Advisor role is crucial for supporting local branch leadership and client service teams, ensuring compliance, optimizing business processes, and enhancing the client experience.
ConsultingFinanceProperty & Casualty InsuranceFinancial ServicesInsuranceManagement ConsultingRisk Management
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H1B Sponsor Likelynote
Hiring Manager
Julia Olsen
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Responsibilities

Provide strategic support to enhance efficiency, scalability, and client experience
Ensure compliance with industry standards and regulations to mitigate risk
Oversee segment business processes, governance, and shared services expense control to optimize operations
Collaborate with leadership to develop and implement strategies that improve client experience and retention
Work with divisional and local leadership to build and execute customer-centric strategies focused on delivering value
Drive initiatives and segment adoption to support sales and growth opportunities in the Small Business segment
Deploy solutions that support people, processes, and systems to drive change and improve client experience
Partner with divisional and local leadership to create competitive advantages in the Small Business market
Participate in due diligence processes
Serve as a dedicated resource for merger analysis, onboarding, and the Integration Management Office (IMO)
Identify and support the development of the Small Business training curriculum
Establish Key Performance Indicators (KPIs) to support people managers
Ensure the proper execution of Small Business tools and resources

Qualification

Strategic advisoryInsurance industry knowledgeFinancial services knowledgeSmall business operationsBusiness process managementCompliance managementMergers and acquisitions supportTraining curriculum developmentKey performance indicators (KPIs)

Required

Bachelor's degree and 5 years related experience required

Preferred

Proven experience in a strategic advisory role within the insurance or financial services industry
Strong understanding of small business operations and market dynamics
Excellent analytical, problem-solving, and decision-making skills
Ability to collaborate effectively with leadership and cross-functional teams
Experience in managing business processes and ensuring compliance
Strong communication and interpersonal skills
Ability to drive change and create competitive advantages

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
Sales
Engineering and Development
Management and Executive
Customer Service and Support
Accounting and Finance
Human Resources
Marketing
Product Management
Trends of Total Sponsorships
*2026 (13)
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