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 - Jurisdictions: Candidate must have New York experience. Other jurisdictions in the branch are NJ, PA, CT, MA, NH, VT, RI. - Licenses: Must be licensed in the states being handled or reciprocal licenses. - Location: This role is eligible for fully remote work. How you'll make an impact You will do significant work in partnership with our Workers Compensation clients to consistently deliver superior customer service and own outcomes by effectively communicating and embracing new challenges to drive success. Identify the right resources, at the right time and in the right place. Think critically, solve problems, plan and prioritize activities. - Lead claims supervisors and adjusters to provide high quality and efficient service. - Drive adjuster hiring and training to nurture a culture of performance and continuous improvement. - Use Gallagher's technology to enhance your team's efficiency and quality. - Ensure appropriate licenses and/or certifications for employees. - Communicate with clients, carriers and brokers in a professional, positive and proactive manner. - Effectively manage multiple competing priorities, identify coaching opportunities and position team members for successful development. About You REQUIRED QUALIFICATIONS : - High School Diploma - Minimum of 12 years related claims experience - At least 3 years of supervisory experience - Appropriately licensed and/or certified in all states in which claims are being handled - Knowledge of all team member related functions DESIRED: - Bachelor's Degree #LI-HS1 #LI-Remote 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.

• Establish new submission in the clearance system and handle according to established procedures • Assist Underwriters with quote, binder, and policy issuance workflows • Gathers and organizes information and reports (e.g., loss runs, risk assessments, and loss ratings) that support the underwriting decision. • Assist the Underwriter with the computation of rates and premiums. • Review incoming insurance applications for accuracy and completeness • Participate in the creation and development of the team's underwriting workflows and processes, including underwriting files for all bound accounts • Work with and follow up with producers for any outstanding information • Process and distribute insurance binders, endorsements and polices within processing standards established by management • Prepare all policies in accordance with final binders inclusive of review by underwriting staff • Manage all account documentation

• Lead underwriting and credit analysis for assigned funds, including the National Strategic Investments Impact Fund (NSIIF), Cleveland Housing Investment Fund (CHIF), and Dallas Housing Opportunity Fund (DHOF), with a primary focus on affordable housing and naturally occurring affordable housing (NOAH) transactions. • Underwriting experience with commercial real estate (retail, office, health care) and other CDFI lending desired. • Screen, structure, and underwrite bespoke real estate financing transactions, evaluating borrower capacity, layered subsidy structures, and fund-specific investment parameters. • Analyze project and borrower operating performance, including historical and projected financial statements, sources and uses, and sensitivity analysis. • Develop and interpret detailed financial models and projections, including review of tax credit structures and complex capital stacks. • Assess emerging borrower risk profiles while maintaining disciplined credit standards and identifying appropriate mitigants. • Identify and articulate credit risks, proposing appropriate structural enhancements such as reserves, guarantees, covenants, or other risk controls. • Maintain familiarity with federal and state housing finance programs and evolving market conditions across multiple geographies. • Prepare comprehensive credit memoranda for Intake Committee and Credit Committee consideration. • Present financial analysis and underwriting recommendations at Intake Committee and Credit Committee. • Coordinate due diligence review, including loan documents, partnership agreements, and other transaction materials. • Support closing process and transition of transactions to Asset Management. • Collaborate with Fund Investments, Asset Management, Fund Management, Legal, and Operations to ensure alignment across the transaction lifecycle. • Participate in structuring discussions for complex or layered affordable housing financings. • Engage directly with borrowers to request additional information, clarify underwriting assumptions, and communicate credit standards. • Contribute to pipeline discussions and strategic conversations related to fund deployment and portfolio performance.

• support the Platinum Underwriting Team Lead in a project to build out the automated underwriting system • Work directly with the Team Lead to assist for various tasks within the project • Upload documents into the automated underwriting system, retrieve decision results, and provide all essential findings to the Team Lead • Possesses the ability to work directly with multiple DE Underwriters, Underwriting Team Lead and Underwriting Manager