Team Lead Small Business

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.

The Healthcare Coordinator SBU – Team Lead serves as a senior member of the Client Services team and plays a key role in ensuring high‑quality service delivery, operational consistency, and team development. This role performs all SBU Healthcare Coordinator responsibilities while also providing daily guidance, workflow oversight, and mentorship to the SBU Healthcare Coordinator team.

The Team Lead embodies Gallagher’s culture of Trust, Accountability, and Teamwork and contributes to sustaining and growing the business through exceptional service, strong relationships, and operational excellence.

Team Leadership & Oversight

• Provide daily guidance, coaching, and support to SBU Healthcare Coordinators.
• Monitor workload distribution and adjust assignments to meet deadlines.
• Serve as the primary escalation point for complex service issues.
• Support onboarding and training of new team members.
• Conduct quality reviews of team work products, including quotes, renewals, and enrollment materials.
• Promote a positive, collaborative team culture aligned with Gallagher’s values.
• Partner with leadership to identify and implement process improvements.

Client Service & Operational Support

• Deliver professional, unparalleled customer service to clients, carriers, agents, and vendors.
• Support Benefit Consultants with complex client needs.
• Advocate for clients and employees with carriers and vendors to ensure timely resolution.
• Prepare client healthcare benefit renewals and proposals.
• Maintain poise under pressure and follow through on commitments.
• Maintain focus on client satisfaction and retention.

Technical & Analytical Responsibilities

• Prepare and review client quotes for group insurance products.
• Analyze client bills, conduct financial comparisons, and ensure accuracy in all deliverables.
• Support internal and external installation processes.
• Maintain strong attention to detail and adherence to established procedures.

Competencies

All competencies required of a Healthcare Coordinator apply, including: Customer Service, Professionalism, Teamwork, Analytical Skills, Problem Solving, Quality, Dependability, Adaptability, Written and Oral Communication, and Business Acumen.

Additional competencies required for the Team Lead role include:

• Leadership – Guides and supports team members effectively.
• Delegation – Assigns tasks appropriately and follows up on completion.
• Coaching – Provides constructive feedback and supports skill development.
• Workflow Management – Oversees daily operations and ensures timely execution.
• Decision‑Making – Makes sound judgments and escalates appropriately.

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.

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

• Medical/dental/vision plans, which start from day one!
• Life and accident insurance
• 401(K) and Roth options
• Tax-advantaged accounts (HSA, FSA)
• Educational expense reimbursement
• Paid parental leave

Other benefits include:

• Digital mental health services (Talkspace)
• Flexible work hours (availability varies by office and job function)
• Training programs
• Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
• Charitable matching gift program
• And more...

**The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.