Analysis Skills, Communication Skills, Compensation and Benefits, Cross-Functional, Customer Support/Service, Data Analysis, Data Collection, Financial Analysis, Financial Reporting, Insurance, Leadership, Marketing, Materials Planning, Mathematics, Microsoft Excel, Microsoft Product Family, Microsoft Word, Needs Assessment, Presentation/Verbal Skills, Problem Solving Skills, Reporting Skills, Request for Proposals (RFP), Sales, Sales Management, Strategic Planning, Team Player, Writing Skills
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:
Are you passionate about numbers and helping clients make informed decisions? Join Gallagher as a Senior Client Financial Analyst, where you’ll collaborate with Sales and Account Management teams to deliver tailored financial insights and solutions. You’ll play a key role in analyzing benefit plans, preparing reports, and presenting findings that drive strategic planning and renewal decisions.
How you'll make an impact:
- Work closely with clients to understand their needs and provide meaningful financial analysis.
- Compile census data and financial information to prepare Requests for Proposals (RFPs).
- Analyze utilization data and summarize results to guide decision-making.
- Review and compare RFP responses, creating benefit and rate comparisons.
- Prepare and present materials for strategic planning, renewals, and marketing results.
- Represent your team on cross-functional projects and share your expertise.
About you:
Required:
- Bachelor's degree and minimum 4 years related experience.
- Proficiency with software programs, such as excel, and mathematical calculations.
- Strong PC and Microsoft application skills, including Word and Excel.
- Basic understanding of insurance concepts.
- Excellent oral and written communication ability.
Preferred:
- State license for Health/Life desired.
- Knowledge in using the analytical approach to problem solving.
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)
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Gallagher
Gallagher, a global insurance brokerage and risk management services firm, helps clients address risk, protect assets and recover from losses. The products and services we provide keep businesses and institutions running, and enable individuals and families to rebuild their lives. Gallagher is the only insurance broker recognized by the Ethisphere Institute as a World's Most Ethical Company.
Gallagher provides retail and wholesale property and casualty brokerage, alternative risk transfer services, employee benefit consulting, and actuarial services. Gallagher also offers claims and information management, risk control consulting and appraisal services, human resource consulting, and retirement services.