ICHRA Sales & Client Enablement Associate

Gallagher; Boston (MA); On-site; Confidential; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits programs

Career development opportunities

Collaborative culture with accessible/

Job summary

Gallagher Benefit Services is seeking an ICHRA Sales & Client Enablement Associate to support the growth and execution of ICHRA solutions. You will liaise between sales, clients, and internal teams to streamline onboarding, implementation readiness, and renewal activities.

The role requires a bachelor’s degree or 8+ years of related experience, a valid license, and willingness to travel ~25%. Strong project coordination, Excel/PowerPoint skills, and attention to detail are essential for success

Qualifications

• Bachelor's degree required or high school with 8+ years of client coordination or claims management experience.
• License required.
• Willing to travel approximately 25% of the time.

Responsibilities

• Assist Producers and ICHRA team with proposal development and quote preparation.
• Support opportunity tracking and progression through the sales pipeline.
• Coordinate follow-up activities with Producers and prospective clients.
• Maintain accurate sales documentation and related records within internal systems.
• Prepare presentation materials, reports, and sales support resources.
• Coordinate transition of new business from sold opportunity to implementation.
• Manage onboarding documentation and intake requirements.
• Facilitate communication between clients, Producers, implementation partners, and internal stakeholders.
• Ensure information is collected for successful onboarding activities and monitor progress.
• Support implementation planning, track milestones, and coordinate with teams to resolve items.
• Assist with client setup, documentation management, and launch coordination.
• Ensure smooth handoff from sales to implementation and ongoing service teams.
• Prepare renewal materials and participate in renewal discussions.
• Coordinate client reporting and data collection for renewal strategy.
• Monitor client activity and support retention initiatives.
• Develop and maintain operational reports related to pipeline, onboarding, and renewal readiness.
• Identify workflow improvements and ensure data accuracy across systems.

Skills

Client coordination

Claims management

Microsoft Office

Communication skills

Sales support

Education

Bachelor's degree

High School diploma + 8+ years experience

License

Job description

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

The ICHRA Sales & Client Enablement Associate plays a critical role in supporting the growth and execution of Gallagher's Individual Coverage Health Reimbursement Arrangement (ICHRA) solutions. This position serves as a key partner to Producers, Client Managers, and the ICHRA team by coordinating sales support, new business onboarding, implementation readiness, renewal activities, and operational reporting. The role is designed to enable the ICHRA team to focus on revenue-generating activities by reducing administrative, analytical, onboarding, and operational workload. Acting as a liaison between sales, clients, implementation partners, and internal service teams, the Associate helps ensure a seamless experience from opportunity development through implementation and ongoing client support.

How You'll Make An Impact

Sales & Opportunity Support

• Assist Producers and ICHRA team members with proposal development and quote preparation.
• Support opportunity tracking and progression through the sales pipeline.
• Coordinate follow-up activities with Producers and prospective clients.
• Maintain accurate sales documentation, opportunities, and related records within internal systems.
• Prepare presentation materials, reports, and sales support resources.

New Business Onboarding

• Coordinate the transition of new business from sold opportunity to implementation.
• Manage onboarding documentation and intake requirements.
• Facilitate communication between clients, Producers, implementation partners, and internal stakeholders.
• Ensure all required information is collected and delivered to support successful onboarding activities.
• Monitor onboarding progress and escalation when necessary.

Implementation Readiness & Coordination

• Support implementation planning and readiness activities for new ICHRA clients.
• Track project milestones, deliverables, and implementation timelines.
• Partner with implementation and operational teams to identify and resolve outstanding items.
• Assist with client setup, documentation management, and coordination of launch activities.
• Help ensure smooth handoff from sales to implementation and ongoing service teams.

Renewal & Client Support

• Assist with preparation of renewal materials and ICHRA renewal discussions.
• Coordinate client reporting and data collection to support renewal strategy.Maintain organized client records and supporting documentation.
• Monitor client activity and identify opportunities requiring team follow‑up.
• Support retention and client satisfaction initiatives.

Reporting & Operational Administration

• Develop and maintain operational reports related to pipeline activity, onboarding status, implementation progress, and renewal readiness.
• Analyze workflow metrics and identify opportunities for process improvements.
• Ensure data accuracy across systems and reporting tools.
• Support team initiatives focused on scalability, efficiency, and growth.
• Assist with special projects and process enhancement initiatives as assigned.

About You

Required: Bachelor's degree and 3 or more years client coordination and/or claims management experience, OR High School degree with 8 or more years client coordination and/or claims management experience. License required. Able and willing to travel approximately 25% of the time.

Preferred:

• 2+ years of experience in employee benefits, health insurance, sales support, client service, implementation, or operations administration.
• Strong project coordination and organizational skills.
• Advanced proficiency with Microsoft Office applications, particularly Excel and PowerPoint.
• Experience managing multiple priorities in a fast‑paced environment.
• Excellent verbal and written communication skills.
• Strong attention to detail and commitment to accuracy.

Compensation And Benefits

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

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.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)