Onboarding & Quoting Specialist; Hybrid
Listed on 2026-07-22
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Business
Business Development, Client Relationship Manager, Customer Success Mgr./ CSM -
Sales
Business Development, Client Relationship Manager, Customer Success Mgr./ CSM
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.
At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.
OverviewThe Quote Specialist supports Producers by handling quotes and RFPs for new business. Their goal is to make the quoting process faster, smoother, and more accurate, and then pass work cleanly to onboarding and implementation.
The Implementation Specialist is primarily focused on providing support to the Account Management team on activities related to on-boarding new Small Business clients.
Position Details- Pay: $18/hr
- Hours:
M-F 7:00am‑3:30pm - First 90 days are in office then hybrid after
- Benefits start Day 1!
Implementation Specialist:
- Support Small Business end-to-end Client On-Boarding Life Cycle
- Manage client business workflow
- Support the client on-boarding and Client Service Life Cycle
- Support on-boarding resolution of service-related issues in partnership with experienced team members
- Maintain up-to-date records
Quoting Specialist:
- Create and manage quotes (medical + ancillary)
- Review intake forms and census data for accuracy
- Build client-ready proposal spreadsheets
- Help Producers with updates, changes, and questions in real time
- Send completed quotes to the next team (onboarding/implementation)
- Work with carriers and quoting tools like Perfect Quote
Required: Bachelor’s degree and 1 year minimum of client coordination and/or claims management experience. License required.
Preferred:
- At least 1 year Customer Service experience.
- Knowledge of Microsoft Suite (Outlook & Excel).
- Detail oriented.
At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.
- Competitive compensation
- Comprehensive benefits programs designed to support your well‑being
- Career development opportunities and ongoing learning
- A collaborative, people‑first culture with accessible leadership
- The opportunity to do meaningful work with global reach and local impact
Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled).
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