Introduction

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.

Overview

Gallagher’s insurance brokerage operation provides insurance placement for all lines of coverage, program administration, risk management, and consulting services to clients across all US states and territories. The compliance department for the US retail brokerage, Affinity, wholesale brokerage, captive and reinsurance divisions is part of the legal department. Role function includes management of all regulatory obligations with primary focus on the Assured Partners acquisition. Includes but not limited to administrative services, integration of support resources, training, as well as maintenance of entity and designated responsible producer level insurance licensing. All compliance related functions includes use of internal and external electronic systems, coordination with outside vendors, and collaboration with business operations leaders. The open position requires experience in insurance broker licensing standards, a working knowledge of state-by-state licensing requirements, and experience managing high level and confidential information in support of the licensing and regulatory function.

The primary role requires coordination and oversight of all entity level licensing requirements for the US retail and wholesale brokerage, which includes P&C, Personal Lines, Life & Health, TPA and Reinsurance, management of the vendor relationships that support licensing, and participation in continual improvement to process, procedures, and support to the business. This role reports directly to the Senior Licensing Director for the US Insurance P&C and Specialty Brokerage Division, Affinity Operations, and includes support to the entire legal/compliance team.

How you'll make an impact

Support the divisional Manager to oversee and facilitate all admitted and non-admitted entity level licensing for the US retail and specialty brokerage that includes surplus lines, captive and reinsurance business.
Liaise with supporting license vendors and the National Licensing Center (NLC)
Coordinate appropriate business entity applications for licenses, renewals, and appointments required by 50 states.
Facilitate application and renewal process for MGA and TPA business segments.
Understand the US brokerage and specialty divisions’ M&A activity and implementation of entity licensing; assist in evaluation of licensing onboarding.
Provide licensing knowledge and assistance to our production teams, client service professionals and the surplus lines tax department.
Proven ability to manage regulatory filings for newly appointed directors and officers.
Strong understanding of jurisdiction-specific filing requirements related to mergers and acquisitions.
Experience ensuring filings are accurate, timely and compliant with state regulatory expectations.
Summarize licensing data in a way that is productive to those inside and outside of the compliance department.
Work in coordination with surplus lines tax group to formulate educational and resource material with distribution to surplus lines license holders and their support teams.
Experience ability in coordinating with legal and compliance members on resolving state inquiries

About You

Required:

Bachelor's Degree; 5 years of related experience.
Maintain or have willingness to obtain (within 3 months of hire) P&C insurance license and surplus lines licenses.
Excellent oral and written communication skills.
Ability to prepare and conduct internal educational seminars and training.
Proficient with technology including, but not limited to, all Microsoft Products, Adobe Connect, Webex, and ability to learn additional software programs.
Ability to travel.

Highly Preferred:

Bachelor’s Degree or equivalent years of experience in the industry.
8+ years of regulatory/compliance experience with an insurance broker or carrier compliance department or related field of work.
Excellent oral and written communication skills.
Excellent attention to detail in all essential functions.
Ability to work in a fast-paced environment, as well as independently.
Deadline and task driven.
Must keep abreast of changing retail P&C, L&H, wholesale, reinsurance and TPA licensing regulations, guidelines, and individual state laws, and have the ability to timely analyze and synthesize the information to the broader field of licensees.
Advanced knowledge: Familiar with regulatory filing requirements of Designated Responsible License Producers across all jurisdictions.
Advanced knowledge in the ability to navigate electronic systems and software, generate reports, and analyze data toward continual business improvement and efficiency.
Coordinate with client service operations team leaders on integration of licensing and industry best practices.
Proficient with technology including, but not limited to, all Microsoft Products, Adobe Connect, Teams, and ability to learn additional software programs.
Ability to navigate electronic systems and software, generate reports, and analyze data toward continual business improvement and efficiency.
Professional designations, involvement in professional organizations, knowledge of national carriers, TPAs, and professional insurance associations is a plus

#LI-JS1 #LI-Hybrid

Compensation and benefits

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

Competitive compensation
Comprehensive benefits programs designed to support your well-being
Career development opportunities and ongoing learning
A collaborative, people-first culture with accessible leadership
The opportunity to do meaningful work with global reach and local impact

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)