Associate Client Underwriting Consultant

Introduction

At Gallagher Benefit Services, you7re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it7s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them.

We7re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you7re looking for a place where your contribution matters and where you can help build a better world of work;

think of Gallagher.

At Gallagher Benefit Services, you7re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it7s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them.

We7re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you7re looking for a place where your contribution matters and where you can help build a better world of work;

think of Gallagher.

How You7ll Make An Impact

Primary focus of role to provide support to and collaborate with Client Consultants on department initiatives. Key responsibilities include; collecting data and preparing reports and information needed for underwriting team members to demonstrate financial status for identified clients, assisting in creation and peer review of reports generated for client presentation, and data entry and review of analyst work regarding monthly, quarterly, and annual financial monitoring reports tracking expenses by product lines- adapting to various carrier reporting websites.

Communicates with and distributes information with account management regarding processes and data needed in order to effectively analyze client financial status. Assists in the preparation of presentations, campaigns, communication materials, newsletters, etc. to internal staff and clients / prospects regarding underwriting policies and scope of services. Participates in and help schedule regular underwriting team meetings. Performs standard tasks using established and routine methods, principles, concepts and procedures typically on assignments of low complexity.

Typically works under close supervision and guidance.

Required:

Bachelor 0s degree and 0 years related experience. Working knowledge of Microsoft Windows applications and Microsoft Office.

Preferred:
Advanced Excel skills. Math or Finance degree preferred.

Behaviors:
Detail oriented; strong analytical skills and good communication and interpersonal skills. Must be able to multi-task to meet deadlines with quality and accurate deliverables.

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

• Competitive compensation
• Comprehensive benefits programs designed to support your well-being
• Career development opportunities and ongoing learning
• A collaborative, people-first culture with accessible leadership
• The opportunity to do meaningful work with global reach and local impact

At Gallagher, we are dedicated to building an inclusive and authentic workplace.

If your past experience doesn align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)