• Own, maintain, and enhance the firm’s Power BI reporting environment, dashboards, reports, datasets, and semantic model. • Design and maintain scalable data models, including star schema models and standardized reporting structures. • Build, maintain, and troubleshoot data pipelines across internal and external systems. • Ingest, clean, structure, and validate data from APIs, SQL sources, cloud storage, Salesforce, financial systems, and other business platforms. • Partner with Finance, IT, Operations, and firm leadership to define business requirements, KPIs, reporting logic, and data definitions. • Ensure data accuracy, consistency, quality, documentation, and appropriate governance. • Support AI readiness by preparing structured, reliable data for automation, predictive analytics, and future AI-driven insights. • Support system integrations and data-related troubleshooting as needed. • Gather, document, and interpret reporting requirements from business stakeholders. • Translate business needs into scalable data, reporting, dashboard, and analytics solutions. • Partner with stakeholders to clarify definitions, reporting logic, priorities, and expected outcomes. • Help business leaders understand what the data is showing and how it can be used to support decision-making. • Build, maintain, and enhance Power BI reports and dashboards. • Own and maintain the Power BI semantic model as the firm’s single source of truth. • Manage and optimize the Power BI Service ecosystem, including workspaces, access, deployments, refresh schedules, and reporting governance. • Optimize reporting performance, usability, accuracy, and scalability. • Maintain consistency across dashboards, reports, calculations, and firm-wide metrics. • Design and implement star schema data models. • Build scalable, high-performance data structures for reporting and analytics. • Establish consistent data definitions, relationships, calculations, and documentation. • Ensure data models are structured in a way that supports current reporting needs and future AI or automation use cases. • Make API calls to ingest data from internal and external systems. • Move, structure, and maintain data within Microsoft Fabric lakehouses. • Maintain and extend existing data pipelines. • Ensure reliability, performance, and data quality across pipelines. • Use Power Query and M code for data shaping, cleaning, and transformation. • Tune performance through query folding, data profiling, and model optimization. • Connect to and integrate diverse data sources, including SQL, APIs, cloud storage, Salesforce, financial systems, and other platforms. • Establish and maintain processes for cleansing, deduplicating, and standardizing data. • Ensure consistent definitions, mappings, and synchronization across key business systems. • Prepare structured data for AI and automation use cases. • Support development of predictive analytics and AI-driven insights. • Partner with leadership on AI opportunities and data strategy. • Help identify practical, business-focused AI use cases that can improve reporting, efficiency, and decision-making. • Ensure data is organized, documented, and reliable enough to support future AI initiatives. • Collaborate closely with the CFO and Finance team to define, standardize, and maintain core business metrics and KPIs. • Translate financial and operational goals into scalable data models and reporting logic. • Collaborate with Finance, Operations, IT, and other teams to support reporting and systems initiatives. • Support system integrations and data-related troubleshooting. • Contribute to broader IT and systems initiatives as needed. • Support the development and maintenance of firm-wide data governance practices. • Maintain documentation for data definitions, data sources, reporting logic, ownership, and refresh schedules. • Ensure appropriate data access, security, and confidentiality controls within reporting tools. • Promote consistency and trust in firm-wide reporting. • Partner with IT and Finance to ensure sensitive financial, employee, operational, and client-related data is handled appropriately.

Role Description 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. Qualifications - High School Diploma - Minimum of 10 years related claims experience - Appropriately licensed and/or certified in all states in which claims are being handled - Knowledge of all team member related functions - Bachelor's Degree (Desired) Requirements - Supervise a liability claims team handling a variety of caseload sizes and complexities to deliver high-quality and efficient service. - Promote Best Practices: Guide claims team to handle claims in accordance with GB’s Best Practices. - Drive Talent: Take charge of adjuster hiring and training, encouraging a culture of performance and continuous improvement. - Manage Workloads: Define team goals, motivate performance, and effectively manage workloads to ensure optimal efficiency. - Utilize Technology: Harness the power of Gallagher's technology to enhance your team's efficiency and overall quality of service. - Client Communication: Communicate with clients, carriers, and brokers in a professional, positive, and proactive manner. - Prioritize and Develop: Effectively manage multiple competing priorities, identify coaching opportunities, and position team members for successful development. 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...

• Design, develop, and maintain Power BI reports, dashboards, and semantic models • Build and manage SSRS reports, subscriptions, and data-driven delivery solutions • Develop, maintain, and optimize SSIS packages for data integration and transformation • Support and evolve data warehouse architecture for scalability and performance • Optimize SQL Server performance through indexing strategies, query tuning, and maintenance • Encode business logic into AI-driven workflows and agent-based systems • Collaborate with AI and data teams for conversational BI interfaces • Own data quality, observability, and consistency across BI layers • Communicate technical trade-offs effectively to both technical and non-technical audiences

• Build end-to-end analytical models to evaluate customer lifecycle • Leverage outputs from ML models to drive predictive analytics and decision frameworks • Develop advanced segmentation models using clustering techniques and behavioral feature engineering • Perform deep funnel analysis using event-level data to identify inefficiencies and optimization opportunities • Design and evaluate experimentation frameworks with statistical rigor • Build data pipelines for analytics use cases using SQL and Python • Work with large datasets from multiple sources • Apply attribution modeling techniques to evaluate marketing performance • Translate complex datasets and model outputs into clear, commercially actionable insights • Automate recurring analyses and reporting using Python and workflow orchestration tools