ICHRA Sales & Enablement Specialist

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

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