Split Dollar Life Insurance Specialist

Introduction At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. Overview This position is hybrid, sitting three days a week in our Charlotte, North Carolina office. You will be responsible for implementing and maintaining the Split Dollar Life Insurance reporting and fulfillment standards of the Company as well as ensuring deliverables are accurate and provided in a timely manner. How You'll Make An Impact Duties and Responsibilities Analyze and prepare split dollar life insurance client budgeting reports Run inforce life insurance projections using various carrier illustration systems while monitoring reporting or system issues Manage the Split Dollar life insurance fulfillment process including the review of legal documents, creating client letters and fulfillment packages while tracking the timing of participant payments Create all appropriate documents for terminated participants in Split Dollar plans Track and implement insurance policy changes such as reductions in death benefits and changes to death benefit options Work with other departments to review quarterly financial reports for Split Dollar plans Willing to work extended hours to meet deadlines Any other responsibilities that may be assigned as needed Job Knowledge and Skills Strong understanding of how life insurance policies work Prior experience working with Life Insurance preferred Intermediate knowledge of Microsoft Excel Proficient computer skills in other Microsoft Office applications (including Word, Outlook, Access, PowerPoint) and accessing the Internet for research Professional written and oral communication skills Ability to communicate effectively with co-workers, clients, and carrier contacts Appropriately represent the Company to external parties #J-18808-Ljbffr Gallagher