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Gallagher

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.

Underwriting Team Lead

UnderwriterUnderwriterFull TimeRemoteLeadTeam 5,001-10,000

Location

United States

Posted

10 days ago

Salary

0

Seniority

Lead

No structured requirement data.

Job Description

Underwriting Team Lead

Gallagher

Role Description Primary focus of role to provide guidance and assistance to account teams and clients by using financial decision making tools, conducting client facing meetings when appropriate, to speak effectively on behalf of the underwriting team regarding core services, and acting as a mentor/coach to analyst and consulting positions. - Analyzing data from carriers on clients of high complexity and providing recommendations to account management teams or to clients in order 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, etc. to the Account management teams and to clients when necessary. - Evaluating, assigning, monitoring and peer review reports generated by underwriting team subordinates. - Operating as a consultant to internal staff as well as clients, assisting clients with a range of complex issues and needs. - Providing underwriting analysis services to internal staff and to clients according to their needs and strategic interests, assisting in retaining clients. - Assisting in the sales process through 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 in order to contribute toward measurable ROI of services and retention of clients. - Mentoring, assisting, educating and supporting the development of other staff members. - May operate in leadership role by managing projects and being responsible for subordinates in the team. - Convincingly presenting strategic plans and negotiating effectively in all arenas, including carriers. Qualifications - Required: Bachelor's degree and 7 years experience with Broker or Carrier side with focus 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. - Be able to effectively articulate the format, content, and logic of all underwriting tools and client reports. - Preferred: Microsoft Excel expertise. - Effective negotiation skills. - Knowledgeable in using various analytical approaches to problem solving. Requirements - Detail oriented; strong analytical skills and 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. - Ability to work with broad and unscheduled assignments that require originality and ingenuity and to develop best practices from experiences. - Must have developed superior problem solving skills that allow tasks to be completed without supervision. 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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