Surplus Lines Integration Analyst

Gallagher•Rolling Meadows, IL

14d

About The Position

The Surplus Lines Integration Analyst serves as a key figure in ensuring compliance with surplus lines tax regulations while contributing to Gallagher’s growth through acquisitions. This role encompasses the management of surplus lines tax compliance activities, the facilitation of integration efforts for newly acquired entities, and the provision of guidance on tax-related matters throughout the M&A process. Through these efforts, the analyst ensures regulatory compliance, enhances operational efficiency, and aligns tax functions with Gallagher’s overarching business objectives. This role requires extensive billing and surplus lines expertise, strong analytical capabilities, experience in mergers and acquisitions, and the ability to operate with a high level of autonomy. A key aspect of this position is fostering trust and confidence in the billing team’s services by building and maintaining strong relationships with branch partners.

Requirements

High school diploma and a minimum of 5 years related experience required.
Strong regulatory compliance knowledge in the areas of state-specific surplus lines placements and filings and individual and entity licensing processes, laws and requirements.

Nice To Haves

Bachelor’s degree in finance, accounting, business administration, or a related field preferred.
Minimum of 5 years of experience in billing, finance, or a related area, focusing on complex billing operations.
Expert understanding of billing and surplus lines processes, including end-to-end accounting flows and industry best practices.
Highly proficient in billing and surplus lines software and Microsoft Office Suite (Excel, Word, PowerPoint).
Excellent analytical and problem-solving abilities.
Robust verbal and written communication skills, with strong interpersonal skills and a high level of self-awareness.
Ability to manage multiple priorities and work independently in a fast-paced environment.
Strong presentation skills
Able to travel

Responsibilities

Assist in the M&A process by conducting due diligence to assess tax compliance risks and opportunities.
Collaborate with the M&A team to evaluate surplus lines tax implications of acquisitions and provide recommendations.
Support the integration of surplus lines tax processes, systems, and compliance frameworks for newly acquired entities.
Work with cross-functional teams to ensure smooth transitions and address compliance risks during post-acquisition integration.
Provide guidance and training to internal teams and branches on surplus lines policies, procedures, and compliance requirements.
Participate in cross-functional projects and initiatives to enhance compliance and operational effectiveness.
Ensure adherence to all business-defined policies, procedures, and regulatory requirements.

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