Client Financial Analyst Senior

Client Consulting & Support
61598 Requisition #

Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures.

Position Summary:

Primarily focused on collaborating with Sales and Account Management teams to provide underwriting, marketing, and/or benefit plan analysis and support.  Performs financial analysis on behalf of clients, and provides consultation to clients around analytical findings.

Key responsibilities also include:
  • Compiling pertinent census data and/or financial information as required to prepare RFP.
  • Analyzing utilization data for results summary.
  • Submitting, reviewing and comparing RFP responses.
  • Creating benefit and rate comparisons as well as total cost exhibits.
  • Preparing and presenting materials for strategic planning, renewal and marketing results.
  • Has direct customer contact.
  • May also act as analytical or procedural expert and represent team on cross-functional process or project deliverables.
  • 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
  • State license for Health/Life desired.
  • Knowledge in using the analytical approach to problem solving.

U.S. Eligibility Requirements:

  • Interested candidates must submit an application and resume/CV online to be considered.
  • Must be 18 years of age or older.
  • Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
  • Must have unrestricted work authorization to work in the United States.  For U.S. employment opportunities, Gallagher hires U.S. citizens, permanent residents, asylees, refugees, and temporary residents. Temporary residence does not include those with non-immigrant work authorization (F, J, H or L visas), such as students in practical training status. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Gallagher will require proof of work authorization.
  • Must be willing to execute Gallagher’s Employee Agreement or Confidentiality and Non-Disclosure Agreement which requires, among other things, post-employment obligations relating to non-solicitation, confidentiality and non-disclosure.
Gallagher offers competitive salaries and benefits, including: medical/dental/vision plans, life and accident insurance, 401(K), employee stock purchase plan, educational expense reimbursement, employee assistance program, flexible work hours (availability varies by office and job function) training programs, matching gift program, and more.  
Gallagher believes that all persons are entitled to equal employment opportunity and does not discriminate against nor favor any applicant because of race, sex, color, disability, national origin, religion, creed, age, marital status, citizenship, veteran status, gender, gender identity / expression, actual or perceived sexual orientation, or any other protected characteristic.​ Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant with a disability, unless the accommodation would impose an undue hardship on the operation of our business.