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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 protected characteristics by applicable federal, state, or local laws.
Underwriter 3
Location
United States
Posted
12 days ago
Salary
0
Seniority
Mid Level
No structured requirement data.
Job Description
Underwriter 3
Gallagher
Role Description The primary focus of this role is to provide guidance and assistance to Account teams and clients by using financial decision-making tools and conducting client-facing meetings when appropriate. Key responsibilities include: - Analyzing data from carriers on complex clients and providing recommendations to account management teams or clients to effectively negotiate rates and funding levels. - Evaluating and presenting monthly, quarterly, and annual reports that measure client financial status, track expenses by product line, renewal projections, funding levels, and rates to the Account management teams and clients when necessary. - Evaluating, assigning, monitoring, and peer reviewing reports generated by underwriting team subordinates. - Operating as a consultant to internal staff and clients, assisting clients with a range of complex issues and needs. - Providing underwriting analysis services to internal staff and clients according to their needs and strategic interests, assisting in retaining clients. - Assisting in the sales process through the production of financial projections on large accounts and related underwriting analysis. - Overseeing coordination of and helping conduct underwriting team training programs for staff/clients. - Serving as a resource to branch office staff to contribute toward measurable ROI of services and retention of clients. Qualifications - Required: Bachelor's degree and 5 years of experience with Broker or Carrier side focusing on Health and Benefits. - Working knowledge of Microsoft Windows applications and Microsoft Office. - High degree of understanding of employee benefits funding mechanisms. - Must be familiar with carrier reporting systems. - Preferred: Microsoft Excel expertise. - Effective negotiation skills. Requirements - Detail-oriented with strong analytical skills. - Good communication and interpersonal skills. - Must remain aware of new techniques and office procedures and be able to implement new or changing procedures with adequate instruction but minimal supervision. - Must maintain favorable relationships with clients, vendors, and other office staff. 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...
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