Introduction
Welcome to Gallagher in India — where expertise, technology, and purpose come together. Since 2006, Gallagher in India has supported global teams by delivering quality, service, and speed through deep expertise, smart technology, and specialized knowledge services. More than just an operations center, it’s a place where careers grow through collaboration, continuous learning, and purposeful work. We drive efficiency, compliance, and innovation so our teams can focus on serving clients. If you enjoy solving problems and working with purpose, Gallagher is the place where you can grow and feel a sense of belonging.
Overview
Gallagher Center of Excellence is seeking a highly organized and proactive Business Development & Commercial Operations Coordinator to support the Financial Lines commercial function.
This role will provide operational, administrative, reporting, and project coordination support to the Business Development Manager and wider Financial Lines leadership team. The individual will play a key role in driving operational efficiency by managing business reporting, sales administration, project tracking, content governance, CRM support, website coordination, event management, and business development activities.
The successful candidate will act as a central point of coordination across multiple stakeholders, ensuring key initiatives remain on track, business information is accurate and accessible, and leadership receives timely reporting and insights to support commercial decision-making.
The ideal candidate will possess strong organizational skills, attention to detail, stakeholder management capabilities, reporting expertise, and the ability to manage multiple priorities in a fast-paced global environment.
How you'll make an impact
Travel Calendar & Reporting Administration: Maintain an up-to-date travel calendar, including trips, purpose, stakeholders, and locations. Collect and compile completed trip reports, summarizing key insights, market intelligence, and business opportunities. Prepare management summaries highlighting travel outcomes and actionable insights.
Project Coordination & Commercial Support: Provide administrative and project coordination support for Financial Lines initiatives by maintaining trackers (e.g., LawInsure, Architects/RIBA facility, With Intelligence, Surveyors, FI projects), scheduling meetings, documenting actions, monitoring progress, following up with stakeholders, and supporting the timely delivery of project milestones.
Sales Reporting & Commercial Insights: Update sales trackers with new business data and prepare monthly reports for Financial Lines leadership. Consolidate commercial performance data and provide insights into sales activity, pipeline performance, and progress against business targets. Create leadership dashboards and summaries to support decision-making.
Marketing Collateral Management: Maintain and administer a core suite of marketing collateral (e.g., product sheets, propositions, flyers, decks). Ensure effective document governance, including version control, naming conventions, storage, and archiving. Coordinate updates with internal stakeholders and maintain a biannual review cycle calendar. Provide design support for minor updates to documents and presentations.
Content Coordination & Development: Coordinate content updates with internal stakeholders, manage review cycles, and support content creation. Assist in writing, proofreading, and editing content such as insights, articles, and presentations. Conduct market research to support thought leadership and business communications.r
Website & Digital Content Coordination: Support website content management by coordinating stakeholder inputs, approvals, publication schedules, content reviews, and maintaining governance trackers to ensure accurate and up-to-date digital content.
Events, Conferences & Client Activity Support: Research and coordinate logistics for client/prospect events, including invitations, RSVP tracking, attendee lists, venue and catering arrangements. Prepare collateral and brief packs for events and conferences. Compile attendee/contact lists post-events and ensure follow-up actions are captured and shared.
CRM Administration & Reporting: Maintain CRM data accuracy by updating records, uploading documents, and ensuring proper governance. Generate pipeline and prospecting reports using CRM exports and templates. Support Gallagher WIN adoption and provide reporting insights to stakeholders.
Process Improvement & Documentation: Identify opportunities to improve reporting, tracking, and operational processes, maintain process documentation and templates, support automation initiatives, and ensure consistency and governance across business support activities.
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Minimum Required Degree: Bachelor's Degree in Business Administration, Marketing, Communications, Commerce, Management, or a related discipline.
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Preferred Degree: Master's Degree in Business Administration (MBA), Marketing, Communications, or a related field.
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Salesforce CRM Certification or CRM Administration Training
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Advanced Microsoft Excel and PowerPoint
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Microsoft Office Specialist (Excel & PowerPoint)
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Project Management Fundamentals (CAPM/PRINCE2 Foundation or equivalent)
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Business Analysis or Commercial Operations Training
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Digital Marketing and Content Management Training
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SharePoint and Document Management Training
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Data Reporting & Dashboarding (Power BI preferred)
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Gallagher WIN/SFDC Training (where applicable)
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Effective Business Communication & Stakeholder Management Training
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3-8 years of experience in Business Development Support, Commercial Operations, Sales Operations, Marketing Operations, Project Coordination, or related function.
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Experience supporting business development or commercial teams in a professional services environment is preferred.
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Experience in reporting, project tracking, content management, CRM administration, and stakeholder coordination.
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Experience working with international teams and stakeholders is preferred.
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Insurance, financial services, or professional services experience would be advantageous.
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Sales and business development processes.
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Marketing collateral management and content governance.
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CRM systems such as Salesforce, Gallagher WIN, Dynamics, or similar platforms.
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Reporting and dashboard preparation.
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Project coordination and administrative support methodologies.
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Advanced Microsoft Excel.
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Strong PowerPoint presentation skills.
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Microsoft Office Suite.
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Reporting and data analysis.
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Meeting management and documentation.
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Stakeholder communication and coordination.
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Content review and document management.
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Work independently with minimal supervision.
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Manage multiple priorities and competing deadlines.
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Build relationships with global stakeholders.
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Produce accurate and high-quality reports.
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Maintain confidentiality and professionalism.
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Drive follow-up activities and action tracking effectively.
At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.
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Competitive compensation
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Comprehensive benefits programs designed to support your well-being
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Career development opportunities and ongoing learning
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A collaborative, people-first culture with accessible leadership
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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)
