• Gather, consolidate, and analyze operating and financial data, including monthly trends and drivers, with minimal templates and guidance provided. • Assist with the commission process: onboard new hires, process terminations, QA Spiff calculations, distribute statements, track approvals, prepare payroll accruals, and submit data for payroll. • Contribute to the monthly, quarterly, and annual financial reporting package for senior management and the Board of Directors. • Perform variance analysis between budget, forecast, and actuals to ensure continued refinement of financial processes. • Partner with functional area leaders on hiring and expense planning, forecasting, and ad-hoc analytics requests. • Identify policies, processes, and tools in need of improvement and research/recommend solutions to increase efficiency. • Leverage technical strength in querying and presentation tools such as Tableau, Excel, and PowerPoint to present findings to management.

• Assist customers with questions about their 401k account balance • Help customers make withdrawals, loans, account maintenance • Provide education or resources related to financial services industry

• Lead the end-to-end migration and implementation of SurveyMonkey’s financial models from Anaplan to Pigment, ensuring data integrity and optimized architectural design. • Architect, build, and maintain complex core models within Pigment, including consolidated P&L, workforce planning, and operational drivers to support company-wide forecasting. • Serve as the primary System Administrator for the planning platform. • Partner with stakeholders across Finance, Accounting, and Business Systems to translate evolving business requirements into scalable technical solutions and automated reporting dashboards. • Continuous process improvement of the planning cycle by identifying manual bottlenecks and implementing automated workflows.

Role Description Are you passionate about helping people protect what matters most? Join our team as an Underwriter specializing in Homeowners MGA. You’ll play a key role in evaluating risks and making decisions that ensure our clients get the coverage they need. - Review individual insurance applications for property and casualty coverage. - Assess risks by evaluating property value, location, usage, safety features, and other key details. - Decide whether to accept, modify, or decline risks based on established guidelines. - Collaborate with field teams to gather information and defend underwriting decisions. - Support senior underwriters in managing accounts and servicing clients. Your work will help families and individuals feel secure in their homes, knowing they’re protected by the right insurance solutions. Qualifications - Bachelor's degree and 2 years related experience required. - Working knowledge of Microsoft Windows applications and Microsoft Office. - Detail oriented; strong analytical skills and good communication and interpersonal skills. Benefits - 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. - 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.