Job Summary: This vital role safeguards portfolio health, ensures policy continuity, and prevents cancellations, seeking someone with an analytical mindset and eagerness to learn. Key Highlights: 1. You will directly impact policy continuity and process order. 2. You will collaborate with various departments and use digital tools, including AI. 3. We promote learning, well-being, and collaboration. **Introduction** Welcome to Gallagher—a global community of people who bring bold ideas, deep expertise, and a shared commitment to doing the right thing. We help our clients navigate complexity with confidence, empowering businesses, communities, and individuals to thrive. At Gallagher, you’ll find more than a job—you’ll find a culture rooted in trust, driven by collaboration, and sustained by the belief that we are better together. Whether you join us in a client-facing role, in our brokerage division, in our benefits and HR consulting division, or as part of our corporate team, you’ll have the opportunity to grow your career, make an impact, and be part of something bigger. Experience a workplace where you’re encouraged to be yourself, supported to succeed, and inspired to keep learning. That’s living the Gallagher Way. **Description** In this role, you’ll help safeguard portfolio health and maintain clear, timely experiences for both clients and internal teams. Your work will directly impact policy continuity, process order, and prevention of payment-related cancellations. We seek someone with an analytical mindset, strong organizational skills, and eagerness to learn. Candidates with experience in collections, finance, or billing are highly valued. **How You’ll Make an Impact** * Ensure orderly tracking of premiums, payments, and portfolio to support efficient management. * Identify risks early and propose actions to prevent payment delays and policy cancellations. * Help resolve payment situations with clients by proposing clear and viable alternatives. * Support sales and account teams to maintain smooth processes. * Help improve the quality of tracking and information traceability. * Use digital tools and work systems with openness to learning new solutions, including AI-powered tools. * Collaborate across departments to sustain simple, respectful, and effective communication. * Contribute ideas to make processes more agile and strengthen the customer experience. **About You** We seek someone who shares our passion for service and excellence. To succeed in this role, you’ll need: * More than 2 years of experience in collections or billing. * Experience with payment tracking, portfolio management, payment application, or collections analysis. * Comfort coordinating processes and working with cross-departmental teams. * A degree in Administration, Accounting, Economics, Finance, or related fields. * Intermediate or advanced Excel proficiency. * Ability to adapt easily to systems and new technological tools. * Intermediate English is desirable but not an exclusionary requirement. * Strong organizational skills, consistent follow-up, and attention to detail. * Ability to anticipate problems and propose solutions. * Interest in working in an environment where learning, well-being, and collaboration matter. If you come from the insurance industry, it’s a plus. If you come from finance or collections and learn quickly, we’d love to meet you.
María García
Indeed · HR
María García
Indeed · HR
