Benefits Sales Support Specialist (Hybrid)

Arthur J. Gallagher & Co. (AJG); Eden Prairie (MN); Hybrid; USD 42,000 - 65,000; Full time

Benefits offered by this job

Competitive pay

Benefits programs

Career development opportunities

People-first culture

Global and local impact

Job summary

Gallagher is seeking a Sales Assistant to join our growing team in a hybrid role out of our Brookfield, WI office. You will support the sales and account management teams by coordinating proposals, carrier quotes, and marketing materials to deliver competitive employee benefits solutions.

The role requires strong organizational skills, attention to detail, and the ability to work with leadership and underwriting partners to win business and strengthen client relationships.

Qualifications

• Experience in employee benefits, insurance, underwriting support, sales support, account management, or a related field.
• Knowledge of employee benefit products (Medical, Dental, Vision, Life, Disability, Supplemental Health) preferred.
• Understanding of carrier underwriting processes and RFP submissions.
• Strong organizational and project management skills with multiple priorities.
• Excellent attention to detail and follow-through.
• Effective communication and relationship-building skills.

Responsibilities

• Coordinate and manage the employee benefits proposal, marketing, and bid process from initial request through final submission.
• Prepare bid specifications for existing clients and review information for prospective opportunities.
• Serve as a key contact between sales teams, carriers, General Agents, underwriting partners, and internal stakeholders for timely proposals.
• Gather, organize, and distribute census data, claims experience, questionnaires, bid specs, and other docs to carrier partners.
• Track proposal activity and follow up with carriers for quotes, illustrations, underwriting requirements, and materials.
• Review carrier proposals and prepare side-by-side comparisons to support sales strategy and client presentations.
• Develop polished proposal packages, benefit comparisons, marketing materials, and formal bid responses.
• Build and maintain strong relationships with carrier partners, General Agents, and internal partners to support sales outcomes.
• Maintain accurate proposal tracking, customer records, and sales support resources in company systems.
• Collaborate with leadership to identify process improvements and efficiencies in the sales support experience.
• Stay current on market trends, carrier products, underwriting requirements, and employee benefits offerings.

Skills

Employee benefits experience

CRM / proposal management

Microsoft Office

Communication & relationship-building

Tools

CRM software

Proposal management systems

Job description

Gallagher is seeking a Sales Assistant to join our growing team in a hybrid role out of our Brookfield, WI office. You will support the sales and account management teams by coordinating proposals, carrier quotes, and marketing materials to deliver competitive employee benefits solutions.

The role requires strong organizational skills, attention to detail, and the ability to work with leadership and underwriting partners to win business and strengthen client relationships.