National Accounting Center Operations Training & Support Lead

Introduction Welcome to Gallagher - a global community of people who bring bold ideas, deep expertise, and a shared commitment to doing what’s right. We help clients navigate complexity with confidence by empowering businesses, communities, and individuals to thrive. At Gallagher, you’ll find more than a job; you’ll find a culture built on trust, driven by collaboration, and sustained by the belief that we’re better together. Whether you join us in a client-facing role or as part of our brokerage division, our benefits and HR consulting division, or our corporate team, you’ll have the opportunity to grow your career, make an impact, and be part of something bigger. Experience a workplace where you’re encouraged to be yourself, supported to succeed, and inspired to keep learning. That’s what it means to live The Gallagher Way. How you'll make an impact We are seeking a dedicated and experienced National Accounting Center (NAC) Operations Training & Support Lead to drive training and support initiatives for our Operations team at a leading global insurance brokerage firm. This role is critical in ensuring the success of key accounting functions, including Billing, Surplus Lines, Accounts Receivable, and Accounts Payable, by developing and delivering effective training programs, managing e-learning platforms, and providing hands-on support during system implementations and process changes. The ideal candidate will work closely with subject matter experts, leadership, and other team members to ensure training aligns with organizational goals and operational excellence. Key Responsibilities Training Development & Delivery: Design and develop training materials, including manuals, presentations, e-learning modules, and job aids, tailored to the needs of the Operations team. Collaborate with subject matter experts (SMEs) in Billing, Surplus Lines, Accounts Receivable, and Accounts Payable to ensure training content is accurate, relevant, and compliant with regulatory requirements. Deliver training programs across various formats, including in-person, virtual, hybrid, and e-learning sessions, ensuring content is engaging and accessible to diverse learning styles. Continuously evaluate and update training materials to reflect changes in processes, systems, and industry standards. E-Learning Program Management: Develop, implement, and maintain e-learning programs using industry-standard tools (e.g., Articulate, Adobe Captivate, or similar). Track employee participation and completion rates for e-learning modules, providing follow-up support and reporting metrics to leadership. Ensure e-learning content is optimized for various devices and platforms to enhance accessibility and engagement. Go-Live Support: Provide hands-on support during go-live implementations for new systems, processes, or updates, ensuring a smooth transition for the Operations team. Act as the primary point of contact for troubleshooting and resolving issues during go-live periods. Monitor and assess the effectiveness of training and support during go-live and provide additional coaching or resources as needed. Collaboration & Communication: Build strong relationships with Operations leadership, IT teams, and other stakeholders to ensure alignment between training programs and organizational goals. Communicate effectively with stakeholders to provide updates on training progress, challenges, and successes. Represent the National Accounting Center in cross-functional meetings and initiatives related to training and support. Performance Evaluation & Reporting: Develop metrics to measure the effectiveness of training programs, e-learning sessions, and go-live support, and their impact on operational performance. Prepare detailed reports summarizing training outcomes, team performance, and recommendations for improvement. Use data-driven insights to continuously refine training and support strategies. About You Required: Bachelor's degree in organizational development, human resources, business, or related field. 5+ years directly applicable experience in insurance or financial brokerage. Proficient in developing and following individual work plan(s). Strong written and verbal communication skills. Proficient in using MS Office applications with key strengths in PowerPoint, Visio, and Project. Up to 60% travel, with specific area of travel being within assigned region and at times, travel to Gallagher headquarters. Preferred: Bachelor’s degree in Accounting, Business Administration, Education, or a related field. Minimum of 5 years of experience in accounting operations, training, or a related role within the insurance or financial services industry. Proven experience in developing and delivering training programs, e-learning content, and go-live support for accounting functions such as Billing, Surplus Lines, Accounts Receivable, and Accounts Payable. Experience with accounting systems and software commonly used in the insurance industry. Certification in instructional design, adult learning, or training delivery (e.g., CPTD, ATD). Familiarity with Surplus Lines regulations and compliance requirements. Skills and Competencies: Strong knowledge of accounting principles, insurance brokerage operations, and regulatory requirements. Proficiency in instructional design and facilitation, with the ability to create engaging and effective training materials and e-learning sessions. Excellent communication and interpersonal skills, with the ability to collaborate across teams and build strong relationships. Analytical mindset with the ability to assess training needs, measure program effectiveness, and implement improvements. Strong problem-solving skills and adaptability to support employees during go-live implementations. Experience with e-learning development tools (e.g., Articulate, Adobe Captivate, Camtasia, or similar platforms). Work Environment: This role may require occasional travel to support training sessions and go-live implementations at various office locations. Hybrid work environment with flexibility for remote and in-office work. #LI-TL1 #APIntegration Compensation and benefits We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: 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 Other benefits include: 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... **The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process. We value inclusion and diversity Click Here to review our U.S. Eligibility Requirements Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business. We are seeking a dedicated and experienced National Accounting Center (NAC) Operations Training & Support Lead to drive training and support initiatives for our Operations team at a leading global insurance brokerage firm. This role is critical in ensuring the success of key accounting functions, including Billing, Surplus Lines, Accounts Receivable, and Accounts Payable, by developing and delivering effective training programs, managing e-learning platforms, and providing hands-on support during system implementations and process changes. The ideal candidate will work closely with subject matter experts, leadership, and other team members to ensure training aligns with organizational goals and operational excellence. Key Responsibilities Training Development & Delivery: Design and develop training materials, including manuals, presentations, e-learning modules, and job aids, tailored to the needs of the Operations team. Collaborate with subject matter experts (SMEs) in Billing, Surplus Lines, Accounts Receivable, and Accounts Payable to ensure training content is accurate, relevant, and compliant with regulatory requirements. Deliver training programs across various formats, including in-person, virtual, hybrid, and e-learning sessions, ensuring content is engaging and accessible to diverse learning styles. Continuously evaluate and update training materials to reflect changes in processes, systems, and industry standards. E-Learning Program Management: Develop, implement, and maintain e-learning programs using industry-standard tools (e.g., Articulate, Adobe Captivate, or similar). Track employee participation and completion rates for e-learning modules, providing follow-up support and reporting metrics to leadership. Ensure e-learning content is optimized for various devices and platforms to enhance accessibility and engagement. Go-Live Support: Provide hands-on support during go-live implementations for new systems, processes, or updates, ensuring a smooth transition for the Operations team. Act as the primary point of contact for troubleshooting and resolving issues during go-live periods. Monitor and assess the effectiveness of training and support during go-live and provide additional coaching or resources as needed. Collaboration & Communication: Build strong relationships with Operations leadership, IT teams, and other stakeholders to ensure alignment between training programs and organizational goals. Communicate effectively with stakeholders to provide updates on training progress, challenges, and successes. Represent the National Accounting Center in cross-functional meetings and initiatives related to training and support. Performance Evaluation & Reporting: Develop metrics to measure the effectiveness of training programs, e-learning sessions, and go-live support, and their impact on operational performance. Prepare detailed reports summarizing training outcomes, team performance, and recommendations for improvement. Use data-driven insights to continuously refine training and support strategies. Required: Bachelor's degree in organizational development, human resources, business, or related field. 5+ years directly applicable experience in insurance or financial brokerage. Proficient in developing and following individual work plan(s). Strong written and verbal communication skills. Proficient in using MS Office applications with key strengths in PowerPoint, Visio, and Project. Up to 60% travel, with specific area of travel being within assigned region and at times, travel to Gallagher headquarters. Preferred: Bachelor’s degree in Accounting, Business Administration, Education, or a related field. Minimum of 5 years of experience in accounting operations, training, or a related role within the insurance or financial services industry. Proven experience in developing and delivering training programs, e-learning content, and go-live support for accounting functions such as Billing, Surplus Lines, Accounts Receivable, and Accounts Payable. Experience with accounting systems and software commonly used in the insurance industry. Certification in instructional design, adult learning, or training delivery (e.g., CPTD, ATD). Familiarity with Surplus Lines regulations and compliance requirements. Skills and Competencies: Strong knowledge of accounting principles, insurance brokerage operations, and regulatory requirements. Proficiency in instructional design and facilitation, with the ability to create engaging and effective training materials and e-learning sessions. Excellent communication and interpersonal skills, with the ability to collaborate across teams and build strong relationships. Analytical mindset with the ability to assess training needs, measure program effectiveness, and implement improvements. Strong problem-solving skills and adaptability to support employees during go-live implementations. Experience with e-learning development tools (e.g., Articulate, Adobe Captivate, Camtasia, or similar platforms). Work Environment: This role may require occasional travel to support training sessions and go-live implementations at various office locations. Hybrid work environment with flexibility for remote and in-office work. #LI-TL1 #APIntegration