Role Description The Underwriter 1 position is responsible for working with their Team Leader, Underwriters 2-4, Data Consultants, Account Managers, Producers, and Clients in preparing requests for proposals, obtaining, and analyzing carrier quotes, inputting, and analyzing data from various automation systems, and maintaining a small book of business. It also works collaboratively with the underwriting and data teams to perform financial and data analysis of a client’s healthcare plans. How you'll make an impact: - Execute competitive bidding of all employee benefits coverage lines. - Prepare PowerPoints outlining financial and contractual analysis according to company policy. - Review vendor proposals for accuracy. - Assist Underwriters 2-4 and Data Consultants to evaluate, determine, and recommend alternative coverages, pricing, options, and plan design changes based on analysis of available plan elements and on client/prospect goals. - Produce deliverables timely, accurately, and in compliance with company standards. - Work jointly with Underwriters 2-4 to forecast and develop projections. - Maintain positive relationships with vendor representatives. - Remain abreast of the health insurance environment and constantly changing insurance legislation. - Respond to routine and non-routine correspondence. - Work independently and within the team on special nonrecurring and ongoing projects. - Represent Gallagher positively and professionally with both internal and external Clients. - Maintain composure and effectiveness under pressure in a deadline-driven environment. - Perform other duties and special projects as assigned. Qualifications - Bachelor's degree and 0-3 years related experience. - Proficient in Microsoft Office applications – excel proficiency is a must. - Working knowledge of Microsoft Windows applications and Microsoft Office. Requirements - Must obtain Accident & Health License within the first 6 months of employment, if not already licensed. - Strong employee benefits knowledge and/or math, economics, and finance background. - Strong PC skills with the aptitude to learn new systems. 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...

• Ensure the timely and accurate entry and processing of all types of gifts (online, checks, stock, wire transfers, etc.) into the donor database, adhering to established accounting and audit best practices. • Manage the donor acknowledgment process, including generating personalized thank-you letters and ensuring tax receipts are delivered promptly and correctly. • Serve as a primary point of contact for donor inquiries via phone and email, providing courteous and accurate information regarding donations, tax receipts, and general organizational questions. • Support the creation of specialized giving pages for institutional partnerships and key relationships. • Provide logistical support for fundraising events and campaigns, which may include managing mail merges, tracking RSVPs, assembling materials, and coordinating vendor needs. • Work with the Director of Supporter Experience and the office of Strategy and Innovation to collect impact measurements and narratives to share with our donors. • Maintain high-quality donor records through ongoing clean-up, updates, and deduplication efforts within the CRM. • Support the creation of dossiers and donor profiles for the advancement team, the executive team, and the board. • Handle sensitive and confidential matters/data with the utmost discretion and integrity • Work, communicate, and collaborate effectively with others • Demonstrate attention to detail and accuracy in all work • Demonstrate a commitment to fostering and maintaining an environment of belonging

• Manage residential loan applications from post-discovery through to settlement. • Support commercial lending transactions as required. • Collect, review, and verify supporting documentation. • Structure loan applications to maximise approval outcomes. • Prepare and lodge applications in accordance with lender and compliance requirements. • Monitor application progress and proactively resolve issues or delays. • Ensure all files are maintained accurately within internal systems. • Act as the primary point of contact throughout the loan process. • Provide regular updates to clients, ensuring they remain informed at every stage. • Deliver a professional, responsive, and seamless customer experience. • Build strong long-term relationships through proactive communication and service excellence. • Liaise with lenders, Business Development Managers (BDMs), aggregators, solicitors, valuers, and referral partners. • Follow up outstanding requirements and negotiate efficient outcomes. • Maintain strong relationships with lending partners to facilitate smooth settlements. • Support brokers by managing workflow priorities and ensuring files progress efficiently. • Maintain high levels of accuracy, organisation, and attention to detail. • Contribute to continuous improvement of internal processes and systems. • Assist in maintaining service standards and operational efficiency across the business. • Review existing client loan portfolios. • Identify opportunities for refinancing, restructuring, fixed-rate expiries, and additional lending. • Assist brokers in generating ongoing client engagement and business growth opportunities. • Ensure all applications meet regulatory, aggregator, and lender compliance requirements. • Maintain complete and accurate file documentation. • Uphold internal quality standards and best practices throughout the lending process.

Title: Investor Relations Location: Miami United States Job Description: About the Role iCapital is looking to hire an Associate to join the LATAM Investor Relations team to service the company's rapidly growing client base in the region. This role will work with a broad range of clients within a fast-paced, collaborative, and entrepreneurial environment. The Investor Relations team supports investors, financial advisors, and home office personnel, assisting them with their investments on iCapital's technology platform, and works closely with fund sponsors using the iCapital platform for distribution. The team's goal is to optimize the user experience and ensure our clients' overall success. Responsibilities - Provide ongoing client and advisor support by managing inbound phone and email inquiries, delivering timely and accurate responses, escalating issues as appropriate, and ensuring a high level of overall client satisfaction. - Troubleshoot and support the resolution of client issues by coordinating with cross-functional internal teams and third-party partners (client solutions, transactional operations, fund finance, custodian operations, legal and fund administrators), ensuring timely follow-up and clear communication. - Support high-profile fund managers in their fundraising efforts by assisting their clients through the subscription process and managing fund closings, with a strong dedication to successful client outcomes. - Guide and train clients using iCapital's proprietary technology platform. - Collaborate with the Technology team to optimize the user experience through enhancements platform by providing constructive feedback. Qualifications - Bachelor's degree with 3-6+ years of experience in financial services, preferably in a client service or investor relations role in alternative investments - Fluent Spanish speaker is required - Fluency in Portuguese is a plus - Ability to manage phone and email queue during operating hours 8:30am-6pm EST - Experience with high-net-worth clients, financial advisors, and fund managers - Excellent organizational skills and attention to detail - Strong interpersonal, written, and verbal communication skills - Able to meet deadlines and work effectively under pressure - Proven ability to multi-task and work both independently and as a team player - Proficient computer skills, specifically Microsoft Office applications (Word, PowerPoint, Excel) Benefits The base salary range for this role is $85,000 to $100,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.