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.

Key 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.

Required:

• 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.

Preferred: 

• 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

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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. 

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

• 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

Other benefits include:

• 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
• And more...

**The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.

We value inclusion and diversity

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Inclusion and diversity (I&D) is a core part of our business, and it’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.

Gallagher embraces our employees’ 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.

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 “protected characteristics”) by applicable federal, state, or local laws.

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.