Private Client Learning & Development Lead

Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management.

We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.

The Client Experience Leader in Learning & Development is responsible for designing, implementing, and managing training programs that enhance the client experience for our Private Client Services. This role focuses on developing strategies that align with Gallagher's commitment to delivering exceptional service and tailored insurance solutions. The ideal candidate will have a strong background in learning and development, with a keen understanding of client needs and the ability to translate these into effective training initiatives.

Training Program Development

• Design and develop comprehensive training programs tailored to enhance the client experience, ensuring alignment with organizational goals and client service standards.
• Collaborate with subject matter experts across various departments to ensure training content is accurate, relevant, and reflective of best practices.
• Utilize a variety of learning methodologies, including in-person workshops, virtual training sessions, e-learning modules, and blended learning approaches, to engage diverse audiences.
• Develop training materials such as manuals, guides, presentations, and interactive tools to support learning objectives.
• Continuously innovate training delivery methods to maximize engagement and retention of knowledge.
• Analyze client feedback and identify areas for improvement in service delivery.
• Implement training solutions that address client needs and improve satisfaction.
• Monitor and evaluate the effectiveness of training programs in enhancing client experience.
• Work closely with Private Client teams to understand client expectations and service challenges.
• Regularly review and update training materials to ensure they remain current, relevant, and aligned with evolving client needs and industry standards.
• Implement robust feedback mechanisms, such as surveys and focus groups, to gather input from trainees and stakeholders on the effectiveness of training programs.
• Use feedback and performance data to refine training content, delivery methods, and overall strategy, ensuring continuous improvement.
• Encourage a culture of learning and development within the organization by promoting the value of ongoing training and professional growth.
• Regularly review and update training materials to ensure they remain current, relevant, and aligned with evolving client needs and industry standards.
• Implement robust feedback mechanisms, such as surveys and focus groups, to gather input from trainees and stakeholders on the effectiveness of training programs.
• Use feedback and performance data to refine training content, delivery methods, and overall strategy, ensuring continuous improvement.
• Encourage a culture of learning and development within the organization by promoting the value of ongoing training and professional growth.
• Develop metrics to measure the impact of training programs on client experience.
• Analyze training data to identify trends, successes, and areas for improvement, providing actionable insights to leadership.
• Use data visualization tools to present findings in a clear and compelling manner, ensuring stakeholders understand the value and impact of training initiatives.

Client Experience Enhancement

Stakeholder Collaboration

Continuous Improvement

Reporting and Analysis:

• Develop metrics to measure the impact of training programs on client experience.
• Analyze training data to identify trends, successes, and areas for improvement, providing actionable insights to leadership.
• Use data visualization tools to present findings in a clear and compelling manner, ensuring stakeholders understand the value and impact of training initiatives.

• Bachelor's degree in organizational development, human resources, business, or related field required.
• Minimum of 5 years progressive human resources experience in a training or organizational development capacity required.
• Must have prior experience managing leadership development programs (Internship program experience desired).
• Must have prior experience creating customized training content as well as facilitating training presentations to a wide variety of learners in an engaging, meaningful way.
  Experience working in the Insurance and/or Financial Services industry is desired.
• CPLP Certification is desired.
  Possess strong project and process management skills and strong analytical skills with the ability to assess situations using both qualitative and quantitative factors.
• Demonstrates superior PC skills with excellence in Excel, Word and PowerPoint.

#APIntegration

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...

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.