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Process Analyst
3 months ago
About Us:
Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by _The Gallagher Way_, our set of shared values and guiding tenets.
A culture driven by our people, over 40,000 strong, serving our clients with customized solutions that will protect them and fuel their futures.
At Gallagher, you can build a career whether it's with our brokerage division, our benefits and HR consulting division, or our corporate team.
Responsibilities:
The Process Analyst provides administrative support to Excess Underwriting's underwriting team - throughout the full underwriting process.
You will be part of delivering tailored Insurance solutions - protecting against the effects of damage to commercial property and assets, loss of income due to unforeseen incidents or damages to third parties.
This role is a phenomenal entry point for anyone looking to build a career in the Insurance industryKey Job Responsibilities
- Input policy information into various systems including, TAM, PolicyWorks, Lineage or other host or business systems.
- Search for information relevant to the underwriting function required to support the underwriting team.
- Provide certificates of insurance to brokers as per established guidelines.
- Answer inquiries from brokers. Support the underwriting team in completing sales by assisting with requests and other administrative duties.
- Order and follow up with site inspections and handle endorsement requests and referrals for the underwriter. Manage relationships with retail brokers and follow up on any outstanding information needed to complete the underwriting file. Assist with customer and broker inquiries; including payment processing where applicable. Perform follow up activities for policy transactions.
- Perform daily filing, logging and document management activities.
Qualifications:
What Makes You Successful
- With a passion for acquiring new skills and tackling new challenges, you seek a role where you will not only learn the business of insurance, but will also be able to have an immediate impact. Being in a fastpaced, dynamic environment brings out the best in you.
- You're always able to prioritize effectively which allows you to exceed client expectations every time
- Working collaboratively and building relationships comes naturally to you, whether that's with clients or colleagues people love working with you, and you with them. Insurance is a highly technical field, but that complements your keen eye for detail always being able to maintain the highest level of accuracy in your work.
- Highly techsavvy, with an ability to learn new systems, tools and processes.
Education and Experience:
- Qualifications Secondary School Diploma required, College or University Degree strongly preferred.
- Successful completion of Insurance Broker License within 3 months of start date. A year of professional work experience required. Experience in an Insurance Brokerage or Customer Facing Environment highly preferred.
- Experience with CRM highly valued (i.e. Policy Works, Applied Systems TAM).
