Role Description The Operations Optimization Analyst will play a critical role in enhancing the efficiency and effectiveness of claims processing within Gallagher Bassett. This position is ideal for individuals with at least 1 year of claims experience and a passion for process improvement, learning design, and operational excellence. The Analyst will focus on streamlining, standardizing, and optimizing claims processes to ensure consistency, accuracy, and scalability across the organization. - Analyze current claims processing workflows to identify inefficiencies, bottlenecks, and areas for improvement. - Design and implement streamlined processes that align with organizational goals and industry best practices. - Develop standardized procedures and guidelines to ensure consistency across teams and regions. - Collaborate with Learning & Development teams to create training materials and programs that support new and improved claims processes. - Facilitate workshops and training sessions to educate teams on process changes and best practices. - Monitor the effectiveness of training programs and make adjustments as needed to ensure knowledge retention and application. - Utilize data analytics to measure the performance of claims processes and identify trends or anomalies. - Prepare detailed reports and dashboards to communicate findings and recommendations to stakeholders. - Track key performance indicators (KPIs) to evaluate the success of implemented changes. - Work closely with Resolution Managers, Claims Teams, and other stakeholders to gather insights and feedback on current processes. - Act as a liaison between operational teams and leadership to ensure alignment on process improvement initiatives. - Partner with IT and technology teams to leverage tools and systems that enhance claims processing efficiency. Qualifications - High school diploma or GED equivalent and a minimum of 4 years of relevant work experience. - Bachelor’s degree in Business Administration, Operations Management, or a related field (or equivalent experience) - preferred. - Minimum of 1 year of experience in claims resolution, claims processing, or a similar role within the insurance industry - preferred. - Strong understanding of claims processing workflows and insurance industry standards - preferred. - Proven experience in process improvement, operational optimization, or project management - preferred. - Excellent analytical and problem-solving skills, with the ability to interpret complex data and make actionable recommendations - preferred. - Proficiency in process mapping tools, data visualization software, and Microsoft Office Suite (Excel, PowerPoint, etc.) - preferred. - Exceptional communication and interpersonal skills, with the ability to influence and engage stakeholders at all levels - preferred. - Experience in designing and delivering training programs is a plus - preferred. - Lean Six Sigma Green Belt or higher - preferred. - Project Management Professional (PMP) certification - preferred. Requirements - Minimum of 4 years of relevant work experience. 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...

• Support a fast-paced Talent Acquisition department with all interview scheduling and by providing a seamless candidate experience from start to finish • Build trusting relationships with managers, interviewers, recruiters and HRBP’s to collaborate and drive performance. • Run point on all onboarding tasks and questions for new hires; including but not limited to: background check management and US I-9 verification paperwork • Identify opportunities for improving candidate experience and optimizing scheduling efficiency • Quality checks offer documentation to remove errors, ensure consistency and comply with location specific laws and regulations

Role Description The primary focus of this role is on account integration, with additional responsibilities in recurring-revenue reporting, subscription & billing setup, platform & central-station support, and documentation & data projects. Core Responsibilities - Account Integration: - Migrate customers from newly acquired alarm companies into Salesforce — accurately creating accounts, service addresses, contacts, and billing records. - Set up each integrated customer correctly: billing cycle and cadence, the correct recurring line items (alarm monitoring, video security, access control), and connection to the central monitoring station. - Handle multi-location accounts cleanly — e.g., a single billing entity with multiple service addresses across the country. - Partner with leadership through the post-close integration of each acquisition, flagging issues and edge cases proactively. - Recurring-Revenue (RMR) Reporting: - Pull Salesforce data each month to calculate total RMR and new RMR. - Build the monthly attrition report, accounting for new customers, price changes, discounts, cancellations, and transfers. - Maintain the trailing-six-month view used by leadership to track RMR and attrition trends over time. - Subscription & Billing Setup: - Create and maintain customer subscriptions each month with the correct line items and billing cadence (e.g., monthly or quarterly). - Process account updates: billing changes, address changes, added scopes of service, and other modifications. - Serve as a point person for RMR changes in Salesforce, with leadership review before implementation. - Platform & Central-Station Support: - Understand how the monitoring platform fits together: trouble signals, M2M cellular radios that connect alarm panels to the central station, and emergency dispatch verification. - Help confirm that customers’ alarm systems are communicating and monitored correctly. - Documentation & Data Projects: - Document standard operating procedures (SOPs) alongside the Customer Success Director. - Support and, where needed, help coordinate shared data projects with the I-Team. Qualifications - Exceptionally comfortable with technology and spreadsheets — fast to learn new tools and able to assemble data from multiple sources. - Strong Salesforce skills, or clearly demonstrated ability to master a CRM quickly (invoices, contacts, opportunities, reports, mass changes). - Meticulous attention to detail and a habit of double-checking work — accuracy is the whole job. - Calm, steady, and reliable under pressure; comfortable owning ambiguous, detail-heavy work without getting rattled. - Clear written and spoken English for coordinating with the U.S. team and the I-Team. - Self-directed and dependable in a remote, fully distributed team. Requirements - Success is defined by accuracy and thorough documentation in Salesforce and our other systems. - Integrations are completed cleanly the first time, recurring-revenue numbers are trustworthy, and the project team is kept informed through quick, clear communication. Benefits - Client Relationship: You will be directly working with the client, communicating with them, providing services, and addressing any client-related matters independently. - Payments: All payments for your services will be handled by the client. Elevate and Delegate is not involved in processing your payroll. Your salary will directly go to you. - Vacation Leaves and Holidays: While we may have recommendations or guidelines regarding vacation leaves and holidays, the decision is entirely at the discretion of the client. You are expected to align your schedule with the client’s business needs and any specific policies or preferences they may have in this regard. Application Process - As part of your application, you’ll be asked to record your responses to the initial interview questions through a Loom video (questions & instructions are in the application page). - Our team will carefully review your submission, and if shortlisted, we’ll share your responses with the client for their review and next steps. - Please treat this recording as you would a real interview: Come prepared and make sure you’re clearly visible on camera. - Record your answers in a quiet, well-lit, and clutter-free space with a stable internet connection. - We’re excited to get to know you better! Show us your personality and strengths. We encourage you to answer authentically and in your own words, without reading from a script or using AI tools.

• Provide superior customer service by communicating with borrowers to assist client(s) in understanding loan programs, costs, and various applicable loan documents. • Review and audit income, assets, run DU, and verify credit documentation within mortgage file to ensure loan stability. • Review mortgage loan disclosure packages and deliver to borrower, includes but not limited to rate disclosure and re-disclosure packages. • Assist in managing a pipeline consisting of Conventional, FHA, VA and USDA loans, along with 203k, Jumbo, and reverse mortgage products. • Ensure structure of the loan presents the best program based on the borrower’s financial circumstances. • Review the file for any missing documentation that best supports approval. • Communicate loan program and costs with borrowers (License required for this duty to be performed). • Pre-underwrite items to help support approval of the loan (paystubs, credit reports, W2’s bank statements, court orders, etc.). • Input feed for disclosures, present, and set up loan to best fit borrower’s needs.