Sales Support Specialist – Employee Benefits

Gallagher; Eden Prairie (MN); Hybrid; Confidential; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits programs

Career development opportunities

Collaborative, people-first culture

Global reach with local impact

Job summary

Gallagher is seeking a Sales Assistant to support our growing sales team in a hybrid Brookfield, Wisconsin office. You will coordinate proposals, marketing materials, and bid processes, collaborating with Sales Representatives, Account Representatives, Regional Vice Presidents, carriers, General Agents, and underwriting teams to bring competitive employee benefits solutions to market.

You will be highly organized and detail-oriented, helping prepare benefit comparisons, manage timelines, and

Qualifications

• Experience in employee benefits, insurance, underwriting support, sales support, account management, or a related field.
• Knowledge of employee benefit products including: Medical, Dental, Vision, Life Insurance, Disability Insurance, Supplemental Health products such as Accident, Critical Illness, and Hospital Indemnity.
• Understanding of carrier underwriting processes, General Agent operations, and formal Request for Proposal (RFP) submissions.
• Strong organizational and project management skills with the ability to manage multiple priorities and deadlines.
• Exceptional attention to detail and follow-through.
• Effective communication and relationship-building skills.
• Proficiency with Microsoft Office and CRM or proposal management systems.

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 point of contact between sales teams, carriers, General Agents, underwriting partners, and internal stakeholders to ensure timely and accurate proposal delivery.
• Gather, organize, and distribute census data, claims experience, questionnaires, bid specifications, and other supporting documents to carrier partners.
• Track proposal activity and proactively follow up with carriers to obtain quotes, illustrations, underwriting requirements, and supporting 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 business partners to support successful sales outcomes.
• Maintain accurate proposal tracking, customer records, and sales support resources within company systems.
• Collaborate with leadership to identify process improvements, enhance efficiencies, and elevate the overall sales support experience.
• Stay current on market trends, carrier products, underwriting requirements, and employee benefits offerings.

Skills

Employee benefits experience

Insurance knowledge

Sales support

Account management

Communication skills

Tools

CRM systems

Microsoft Office

Job description

Gallagher is seeking a Sales Assistant to support our growing sales team in a hybrid Brookfield, Wisconsin office. You will coordinate proposals, marketing materials, and bid processes, collaborating with Sales Representatives, Account Representatives, Regional Vice Presidents, carriers, General Agents, and underwriting teams to bring competitive employee benefits solutions to market.

You will be highly organized and detail-oriented, helping prepare benefit comparisons, manage timelines, and