• Oversee core record-to-report activities, including monthly journal entries, accruals, and reconciliations for balances in scope across all reporting bases (incl. EBS) • Oversee the accounting and journal entries for reinsurance settlements in collaboration with Reinsurance Ops. • Partner with Reinsurance Ops to review and validate data inputs used for settlement and reserve accounting • Manage daily and month-end cash activity accounting; ensure completeness and alignment with settlements • Oversee the accounting and journal entries for reserves in collaboration with Actuarial, and others across all reporting bases (incl. EBS) • Manage the preparation of entries related to Sidecar transactions/balances and Modco payables ensuring timely and accurate financial reporting • Ensure completeness, policy alignment, and internal control execution across all reserve processes • Execute and document account reconciliations, including resolution of variances • Identify improvement opportunities related to ledger feed processing, reserve automation, and system integration • Contribute to quarterly close coordination and ledger integrity reviews • Coordinate with offshore team to monitor deliverables, resolve issues, and ensure reporting accuracy and timeliness • Identify and implement process improvements related to processes and support continuous improvement efforts through standardization, automation, and documentation • Assist in the preparation of supporting schedules for reporting including addressing audit requests • Collaborate with the analytics pillar to ensure ledger inputs align with analytic outputs • Coach and mentor senior associates and analysts within the team to build technical strength and process ownership

• Lead the development of scalable, technology-enabled healthcare solutions that primarily address evolving payers and healthcare market needs and expansion to other market verticals • Drive the incubation and development of next-generation enterprise platforms leveraging AI, automation, and advanced analytics to deliver differentiated capabilities • Define end-to-end solution architectures that integrate data, workflows, and intelligent decision systems to support enterprise transformation initiatives • Continuously assess market dynamics, industry trends, and client challenges to identify opportunities for new solution development and innovation • Partner with internal teams to transform innovative concepts into market-ready offerings that support growth and competitive differentiation • Serve as a client-facing leader engaging with executive stakeholders to understand business priorities and shape transformation roadmaps • Support strategic deal pursuits by presenting differentiated solution capabilities, developing compelling narratives, and demonstrating value to clients • Act as a trusted advisor to clients by providing insights into emerging healthcare trends, technology innovation, and operational transformation • Build and nurture relationships with strategic partners, technology providers, and ecosystem collaborators to enhance solution capabilities • Guide the development and scaling of enterprise-grade technology platforms that support data-driven healthcare solutions • Collaborate with engineering, product, and analytics teams to ensure scalable architecture, interoperability, and seamless integration across systems • Lead experimentation and rapid prototyping initiatives to accelerate innovation cycles and validate new capabilities • Establish frameworks that support modular, reusable, and scalable enterprise solution deployment • Provide leadership with insights into solution performance, innovation pipeline progress, and emerging market opportunities • Define key success metrics to evaluate the impact of new solutions, innovation programs, and client engagements • Establish governance frameworks to track solution development progress and ensure alignment with strategic objectives • Build and mentor cross-functional teams to foster innovation, collaboration, and excellence

• Develop and grow retirement plan sales in the Pacific territory, focusing on core market plans from start‑up through $30M in assets • Provide consultative, proactive sales support to financial advisors, consultants, and third‑party administrators, including ERISA and plan design expertise • Demonstrate deep proficiency in John Hancock RPS products, service models, ancillary benefits, and competitor offerings • Collaborate with internal partners including RVPs, sales desks, SRMs, DVPs, National Accounts, SMEs, Operations, Implementation, Marketing, and Communications • Participate in RFP preparation and the full sales preparation process, including prospect analysis, plan design recommendations, and presentation delivery

Introduction At Gallagher Bassett, we're there when it matters most because helping people through challenging moments is more than just our job, it’s our purpose. Every day, we help clients navigate complexity, support recovery, and deliver outcomes that make a real difference in people’s lives. It takes empathy, precision, and a strong sense of partnership—and that’s exactly what you’ll find here. We’re a team of fast-paced fixers, empathetic experts, and outcomes drivers — people who care deeply about doing the right thing and doing it well. Whether you're managing claims, supporting clients, or improving processes, you’ll play a vital role in helping businesses and individuals move forward with confidence. Here, you’ll be supported by a culture that values teamwork, encourages curiosity, and celebrates the impact of your work. Because when you’re here, you’re part of something bigger. You’re part of a team that shows up, stands together, and leads with purpose. Overview The role leads and manages a team of up to five Client Services professionals while maintaining strong engagement with key clients, including overseeing service delivery, defining priorities, and driving consistent, high-quality client experiences across the book of business. This position partners closely with senior leadership to identify risks, improve program performance, develop customized solutions, and proactively address client needs while mentoring team members and ensuring alignment with client goals and financial outcomes. How you'll make an impact - Manages a team typically consisting of up to 5 Client Services staff. - May retain Client Service responsibilities for own book of business if required. - Makes demonstrated effort to interact with all clients under management responsibility, including annual in-person visits for largest revenue clients. - Along with senior leaders, defines priorities for team. - Proactively brings recommended solutions to challenging client situations. - Identifies opportunities for improvement within own book of business, Client Services department and company overall. - Able to develop plans of action to address the client concerns and mobilize resource across organization. - Able to influence and motivate others through persuasive points-of-view. - Helps team members identify key individuals within client organization for client, program and company success. - Ensures consistent engagement with clients (calls, in-person visits, etc.) across team. - Defines high expectations for client service and results across respective book of business. - Understands client goals and ensures high quality service plans among team members. - Engages clients on recurring basis to ensure satisfaction with service levels and results against client goals, using established guidelines. - Captures and shares results with senior team leaders and tracks progress over time (year-to-year). - Can identify potential exposures across industries. - Has robust understanding of how cost of risk impacts client’s financial statements and unique attributes, which may hinder solutions (e.g., jurisdictional challenges, union workforces, remote locations, etc.). - Solid understanding of industry products and services. - Develops and recommends customized solutions for own and team’s clients to drive value. - Proactively identifies issues and opportunities within own book of business. - Able to assess program performance of direct reports and make recommendations on ways to improve. About You Required: Bachelors degree and five or more years of work experience required. Insurance license required. Behaviors: Able to create success stories and capture learning's within own book of business and that of team members. Able to provide synthesized summaries to senior leadership within AM team. Focuses on what matters most, where there is risk and where senior management intervention may be required. Always gets his/her point across in interactions. Frequently able to lead group meetings and/or provide value-added input where not the primary presenter. Is accessible by team members when they encounter roadblocks with their work. Able to provide value-added suggestions and approaches to make the team more successful. With supervisors, understands what matters most and where/when to escalate issues. Consistently delivers direct, honest feedback to team members regarding performance against the AM skill continuum. Compensation and benefits 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.