Qureos Mentor

Gallagher

<div><b>Introduction</b><div><br>
Welcome to Gallagher &ndash; a global leader in insurance, risk management, and consulting services. With a growing team of more than 52,000 professionals worldwide, we empower businesses, communities, and individuals to thrive. At Gallagher, you can build a career whether it&rsquo;s with our brokerage division, our benefits and HR consulting division, or our corporate team. Experience The Gallagher Way, a culture fueled by shared values and a collective passion for excellence. Join one of our dynamic teams, where you'll play a pivotal role in shaping Gallagher's future and unlocking unparalleled opportunities for both clients and yourself.</div><div></div><div><br>
We believe that every candidate brings something special to the table, including you! So, even if you feel that you&rsquo;re close but not an exact match, we encourage you to apply.</div><br>
<br>
<b>How you'll make an impact</b><div><br>
As the Senior Analyst of Transactional Accounting Process Integration at Arthur J. Gallagher, one of the largest insurance brokerage companies globally, you will play a pivotal role in ensuring the seamless transition of transactional accounting functions. This includes banking, cash application, special handling, payables (premium, broker. SLT), premium billing, and direct bill commission processing. The position demands a unique combination of transactional accounting expertise, insurance industry knowledge, and project management skills to drive successful integration processes.</div><div>
This role is instrumental in enabling operational excellence and supporting sustainable growth by ensuring the effective integration of transactional accounting functions across the organization.</div><div></div><div><b><br>
Key Responsibilities:</b></div><div><ul><li>
Integration Planning and Strategy:</li></ul><ul><li>
Develop comprehensive integration plans for transactional accounting functions that align with the company&rsquo;s strategic objectives and operational requirements.</li><li>
Collaborate with cross-functional teams to define integration milestones, timelines, and resource needs.</li><li>
Financial Impact Assessment:</li></ul><ul><li>
Conduct detailed financial analyses to evaluate the impact of integration activities on banking, cash application, special handling, premium billing, and commission billing processes.</li><li>
Partner with NAC teams (Accounts Receivable, Billing, Accounts Payable, Senior Leadership Team) to ensure a smooth transition with proper controls in place.</li><li>
Special Handling:</li></ul><ul><li>
Manage the integration of special handling processes for cash applications, direct bill commission posting, premium, broker commission, &amp; SLT payables.</li><li>
Ensure compliance with Corporate Finance Policy and industry standards while implementing robust controls and reporting mechanisms to mitigate fraud risks.</li><li>
Cash Application and Reconciliation:</li></ul><ul><li>
Lead the integration of cash application processes, documenting special handling procedures and ensuring the Accounts Receivable team is well-prepared.</li><li>
Develop automated cash reconciliation procedures to enhance efficiency and accuracy, reducing manual intervention and minimizing discrepancies.</li><li>
Payables Management for Premiums, Commissions, and Claims:</li></ul><ul><li>
Streamline payables management processes for premium payments, commissions, and claims settlements.</li><li>
Optimize carrier relationships and payment terms while developing standardized workflows and approval processes to improve transparency and control.</li><li>
Premium Billing and Direct Bill Commission Billing:</li></ul><ul><li>
Oversee the integration of premium billing and direct bill commission billing processes, ensuring accuracy and timeliness in invoicing and commission payments.</li><li>
Collaborate with insurance carriers and brokers to reconcile premium accounts and commission statements, resolve discrepancies, and ensure compliance with contractual agreements.</li><li>
Stakeholder Engagement and Communication:</li></ul><ul><li>
Act as a key liaison between accounting teams, business units, insurance carriers, brokers, and external partners throughout the integration process.</li><li>
Communicate integration objectives, progress updates, and potential risks to stakeholders, fostering collaboration and alignment.</li><li>
Change Management and Training:</li></ul><ul><li>
Develop change management strategies to prepare NAC teams for the transition.</li><li>
Provide training and support to transactional teams and operational staff on new processes, systems, and controls introduced during the integration.</li></ul></div>
<br>
<b>About You</b><div><b><br>
Required:</b></div><ul><li>
Bachelor&rsquo;s Degree in Accounting or Finance and 7 years of accounting project experience.</li><li>
10% - 35% travel required.</li><li>
Proficient in Microsoft Excel and Word.</li><li>
Requires specialized depth and/or breadth of expertise.</li></ul><div></div><div><b><br>
Preferred:</b></div><ul><li>
Bachelor&rsquo;s degree in Accounting, Finance, Business Administration, or a related field; CPA or equivalent certification preferred.</li><li>
Minimum of 7 years of experience in transactional accounting roles within the insurance brokerage or financial services industry, with a focus on premium &amp; broker payables and commission processing.</li><li>
Comprehensive knowledge of insurance accounting principles, regulatory requirements, and industry best practices.</li><li>
Proven track record of leading successful integration projects, with strong project management and change management expertise.</li><li>
Exceptional analytical and problem-solving skills.</li><li>
Excellent communication and interpersonal abilities, with the capacity to engage and influence stakeholders across all organizational levels.</li><li>
Ability to work independently and collaboratively within a team environment.</li><li>
Strong organizational and time management skills to prioritize tasks and meet deadlines effectively.</li><li>
Willingness to travel as needed to acquisition partners and corporate headquarters.</li><li>
Proficiency in accounting software and Microsoft Office applications.</li></ul><div><i>
#LI-TL1</i></div><br>
<br>
<b>Compensation and benefits</b><p><br>
We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
</p><p>Below are the <b>minimum core benefits</b> you&rsquo;ll get, depending on your job level these benefits may improve:
</p><ul><li>Medical/dental/vision plans, which start from day one!</li><li>
Life and accident insurance</li><li>
401(K) and Roth options</li><li>
Tax-advantaged accounts (HSA, FSA)</li><li>
Educational expense reimbursement</li><li>
Paid parental leave</li></ul><div><b>
Other benefits include:</b></div><ul><li>
Digital mental health services (Talkspace)</li><li>
Flexible work hours (availability varies by office and job function)</li><li>
Training programs</li><li>
Gallagher Thrive program &ndash; elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing</li><li>
Charitable matching gift program</li><li>
And more...</li></ul><div><b>
We value inclusion and diversity</b></div><p>
Click Here to review our U.S. Eligibility Requirements</p><p>
Inclusion and diversity (I&amp;D) is a core part of our business, and it&rsquo;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.
</p><p>Gallagher embraces our employees&rsquo; 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.</p><p>
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 race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as &ldquo;protected characteristics&rdquo;) by applicable federal, state, or local laws.
</p><p>Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.</p></div>

Senior Acquisition Process Integration Analyst

<div><b>Introduction</b><div><br>
Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management.</div><div></div><div><br>
We believe that every candidate brings something special to the table, including you! So, even if you feel that you&rsquo;re close but not an exact match, we encourage you to apply.</div><br>
<br>
<b>Overview</b><div><br>
We are seeking a <b>Client Service Manager</b> to join our growing team! The ideal candidate is someone who is passionate about building relationships with clients, will collaborate with the team to achieve goals, constantly seek improvement, and will demonstrate the value Gallagher can provide.</div><br>
<br>
<b>How you'll make an impact</b><br>
<ul><li>
Take a leadership role in the renewal process to ensure the best possible solutions are delivered to clients in high quality and timely manner.</li><li>
Secure existing business and drive the sale of additional services and lines of coverage.</li><li>
Nurture relationships with your clients</li><li>
Conduct periodic audits to ensure compliance standards and service levels are met.</li><li>
Maintain accurate client and policy data and documents within your Gallagher systems.</li><li>
Use Gallagher's technology to improve productivity and quality.</li></ul><h2 class="jobSectionHeader"><b>
Skills for Success:</b></h2><ul><li>
Previous commercial insurance knowledge and experience managing client relationships.</li><li>
Ability and desire to deliver an exceptional client experience</li><li>
Develop a professional rapport with internal and external partners</li><li>
Utilize your resilient and adaptable mentality in the face of shifting priorities</li><li>
Eagerness to collaborate with all Gallagher teams and employees</li></ul>
<br>
<b>About You</b><div><br>
Bachelor's degree wit 3+ years client service and/or claims management experience -OR- High School degree/GED with 8+ years client service and/or claims management experience.</div><div>
A Florida 2-20 Insurance License</div><div>
Ability to travel up to 25% of the time.</div><div>
Proficiency in Microsoft Office.<br>
<br>
Preferred:</div><div>
Previous insurance knowledge and experience managing client relationships.</div><div>
Solid financial acumen.
<br>
<br>
Behaviors:</div><div>
Proficient in using technology as a tool to maximize productivity and quality.</div><div>
Strong written and verbal communication skills.</div><div>
Comfortably engages others in consultative discussion.</div><div>
Effectively manages/balances multiple and sometimes competing priorities.</div><div>
Works in a self-directed manner.</div><div></div><div><br>
#LI-JC1</div><br>
<br>
<b>Compensation and benefits</b><p><br>
We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
</p><p>Below are the <b>minimum core benefits</b> you&rsquo;ll get, depending on your job level these benefits may improve:
</p><ul><li>Medical/dental/vision plans, which start from day one!</li><li>
Life and accident insurance</li><li>
401(K) and Roth options</li><li>
Tax-advantaged accounts (HSA, FSA)</li><li>
Educational expense reimbursement</li><li>
Paid parental leave</li></ul><div><b>
Other benefits include:</b></div><ul><li>
Digital mental health services (Talkspace)</li><li>
Flexible work hours (availability varies by office and job function)</li><li>
Training programs</li><li>
Gallagher Thrive program &ndash; elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing</li><li>
Charitable matching gift program</li><li>
And more...</li></ul><div><b>
We value inclusion and diversity</b></div><p>
Click Here to review our U.S. Eligibility Requirements</p><p>
Inclusion and diversity (I&amp;D) is a core part of our business, and it&rsquo;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.
</p><p>Gallagher embraces our employees&rsquo; 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.</p><p>
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 race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as &ldquo;protected characteristics&rdquo;) by applicable federal, state, or local laws.
</p><p>Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.</p></div>

Client Service Manager

<div><b>Introduction</b><div><br>
Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.</div><div></div><div><br>
We believe that every candidate brings something special to the table, including you! So, even if you feel that you&rsquo;re close but not an exact match, we encourage you to apply.</div><br>
<br>
<b>Overview</b><div><br>
Gallagher is seeking a CSO Learning Coach! Concentrated on driving and supporting the learning and development needs of operational staff within an assigned region or functional area. Incumbent(s) will demonstrate full life cycle instructional design skills to build curriculum needed to deliver high-quality service training and will deliver learning and development strategies and solutions, as well as drive adoption and implement learning reinforcement tactics.</div><br>
<br>
<b>How you'll make an impact</b><br>
<ul><li>
Identifying and evaluating learning assets included in the role-based curriculums.</li><li>
Developing new learning assets designed to meet business needs, which may include materials for classroom-based learning, PowerPoint presentations, discussion guides, facilitator guides, web-based training, job aids and performance support tools, assessments, certification programs, etc.</li><li>
Delivering training in an in-person and/or a remote setting.</li><li>
Collaborating with HR, business management, and various functional teams to vet and align on milestone training deliverables, collaborate on the development and review of materials, and implement/rollout of new training courses/materials.</li><li>
Contributes to the development of functional strategy.</li></ul>
<br>
<b>About You</b><div><br>
Required:</div><ul><li>
Bachelor's degree in organizational development, human resources, business, or related field. 5+ years directly applicable experience in insurance or financial brokerage.</li><li>
Proficient in developing and following individual work plan(s).</li><li>
Strong written and verbal communication skills.</li><li>
Proficient in using MS Office applications with key strengths in PowerPoint, Visio, and Project.</li><li>
Up to 60% travel, with specific area of travel being within assigned region and at times, travel to Gallagher headquarters.</li></ul><div>
Highly Preferred:</div><ul><li>
Professional certification (Certified Professional in Learning and Performance - CPLP) or equivalent training experience preferred.</li><li>
Insurance and/or customer service learning and development experience preferred.</li></ul><div>
Work Traits:</div><ul><li>
Able to collaborate with clients and key stakeholders to identify learning needs, build out materials and implement them in a way that leads to behavior change.</li><li>
Excellent presence and ability to build and sustain professional relationships at all levels of the organization.</li></ul><div>
#LI-JS1 #LI-Remote</div><br>
<br>
<b>Compensation and benefits</b><p><br>
We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
</p><p>Below are the <b>minimum core benefits</b> you&rsquo;ll get, depending on your job level these benefits may improve:
</p><ul><li>Medical/dental/vision plans, which start from day one!</li><li>
Life and accident insurance</li><li>
401(K) and Roth options</li><li>
Tax-advantaged accounts (HSA, FSA)</li><li>
Educational expense reimbursement</li><li>
Paid parental leave</li></ul><div><b>
Other benefits include:</b></div><ul><li>
Digital mental health services (Talkspace)</li><li>
Flexible work hours (availability varies by office and job function)</li><li>
Training programs</li><li>
Gallagher Thrive program &ndash; elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing</li><li>
Charitable matching gift program</li><li>
And more...</li></ul><div><b>
We value inclusion and diversity</b></div><p>
Click Here to review our U.S. Eligibility Requirements</p><p>
Inclusion and diversity (I&amp;D) is a core part of our business, and it&rsquo;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.
</p><p>Gallagher embraces our employees&rsquo; 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.</p><p>
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 race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as &ldquo;protected characteristics&rdquo;) by applicable federal, state, or local laws.
</p><p>Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.</p></div>

CSO Learning Coach

Join Gallagher and explore 3   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Gallagher

ABOUT_COMPANY

Senior Acquisition Process Integration Analyst

Client Service Manager

CSO Learning Coach