Regional Small Business Segment Advisor

Introduction At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. Overview Small Business Service Advisor role is pivotal in supporting local branch leadership and client service teams by balancing efficiency, scalability, and improving the client experience. The Small Business Service Advisor will ensure compliance to reduce risk, develop and facilitate business processes, segment governance, and collaborate with leadership to build and execute customer-centric strategies. How you'll make an impact Support Small Business Market Leaders and Local Branches: Provide strategic support to enhance efficiency, scalability, and client experience. Ensure compliance with industry standards and regulations to mitigate risk. Business Process Management: 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. Strategic Collaboration & Solution Deployment: 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. Mergers & Acquisitions Support: Participate in due diligence processes. Serve as a dedicated resource for merger analysis, onboarding, and the Integration Management Office (IMO). Training & Development: 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. About You 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. #LI-JO1 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. Support Small Business Market Leaders and Local Branches: Provide strategic support to enhance efficiency, scalability, and client experience. Ensure compliance with industry standards and regulations to mitigate risk. Business Process Management: 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. Strategic Collaboration & Solution Deployment: 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. Mergers & Acquisitions Support: Participate in due diligence processes. Serve as a dedicated resource for merger analysis, onboarding, and the Integration Management Office (IMO). Training & Development: 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. 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. #LI-JO1