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Gallagher · 21 hours ago

Surplus Lines Integration Analyst

Rolling Meadows, IL

Full-time

Hybrid

Senior Level

$42K/yr - $83K/yr

5+ years exp

Gallagher is a global community committed to helping clients navigate complexity with confidence. The Surplus Lines Integration Analyst plays a crucial role in ensuring compliance with surplus lines tax regulations and supports integration efforts for newly acquired entities to enhance operational efficiency and align tax functions with business objectives.

ConsultingFinancial ServicesInsuranceManagement ConsultingRisk Management

Hiring Manager

Tracy Lindsay

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

Qualification

Surplus lines expertiseRegulatory compliance knowledgeMergersAcquisitions experienceBilling software proficiencyAnalytical abilitiesCommunication skillsInterpersonal skillsPresentation skillsProblem-solving abilitiesSelf-awareness

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