Underwriting Assistant

Gallagher•Brookfield, WI

38d

About The Position

National Insurance Services provides active employee and retiree benefits, health insurance solutions, and full benefit consulting services that address your unique challenges and issues. We are a broker, administrator, and consultant all rolled into one. As part of Gallagher, a global leader in insurance, risk management, and consulting, you’ll be joining a team that’s passionate about helping individuals and organizations thrive. Join our dynamic underwriting team as a key contributor to the success of our group life and disability programs. In this role, you’ll provide essential technical and administrative support that ensures accuracy, efficiency, and exceptional service for our clients. You’ll work closely with underwriters to prepare proposals, analyze data, and maintain compliance—all while developing a deep understanding of insurance products and processes. This is an excellent opportunity for detail-oriented professionals who thrive in a collaborative environment and are eager to learn and grow within the industry.

Requirements

High school diploma and 5 years of related experience required.
Incumbents in this position possess excellent organizational skills and can handle multiple tasks, simultaneously.
Proficiency in Microsoft Office (Word, Excel and Outlook) is required.
Incumbents in this position possess excellent organizational skills and can handle multiple tasks simultaneously.
Need to possess strong verbal and written communication skills.

Responsibilities

Assist Underwriters by entering group, plan and member data into trust carriers’ rating systems to obtain manual rates for prospects, renewals and changes to in force plans
Verify group and/or block participation levels annually to assess risk, facilitate enrollment, and determine medical underwriting needs
Prepare proposals for new and existing business, prepare amendments for changes to in force plans and communicate changes to other departments and NIS’s trust carriers
Perform initial review of Paid-Up Life Benefit eligibility and prepare calculation of benefit
Develop an understanding of group life & disability contract provisions offered by NIS’s trust carriers
Organize workload for efficient time-management
Adhere to the employee code of ethics and live NIS’s Core Values
Other duties and special projects as assigned

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