73289 Requisition #
Gallagher Bassett is the premier provider of global claims services, dedicated to exceptional customer service and demonstrably superior outcomes. GB helps people, teams and businesses overcome adversity and loss through the guiding expertise of over 5,000 claims professionals, all committed to going beyond expectations in the continuous pursuit of a better way.
Responsibilities: Acquire knowledge of Client Financial Services team functions/procedures, including but not limited to:
  • Client account analysis and reconciliations
  • Loss fund invoice preparation
  • Banking transactions/services
  • Demonstrated ability to independently (and with managerial guidance) work with clients, account managers and others to facilitate timely issue resolution
  • Demonstrated ability to independently (and with managerial guidance) handle calls/correspondence within 24 hours, while providing exceptional customer service
  • Demonstrated flexibility while operating in a highly professional manner
  • Acquire an understanding/ability to utilize Gallagher Bassett’s claim system and on-line banking portals
  • Demonstrated problem solving skills, accounting principles knowledge, documentation skills, research/resolution skills and data analysis Collect, organize and analyze financial information
  • Strong background in reconciliations and/or data analytics a plus 

Additional Considerations:

  • Results-oriented
  • Accountable
  • Accurate
  • Problem solver
  • Continuous improvement mindset
  • Excellent customer service and interpersonal communication skills
  • Strong computer skills including Microsoft Office suite (mainly Excel)
  • Technical expertise
  • Ability to execute and present analysis independently and with managerial guidance
  • Acquire knowledge of the insurance industry
  • Acquire knowledge of proprietary systems/processes
  • Good business acumen 
  • Bachelor’s Degree in business related field (Finance or Accounting preferred)
  • 3-5 years of related work experience
  • Strong Excel and financial management software skills are essential


  • Prefer degree in Accounting or Finance. 
  • CMA or CFA preferred

Work Traits:

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 require, 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.‚Äč 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.

Please Note:

Gallagher never extends an offer of employment or requests any personal identification information without having received an online application and conducted one or more in-person or video interviews. If you have received any communication referencing the offer of a job at Gallagher and you have not submitted an online application or been interviewed by a Gallagher employee, please do not assume that the offer is being sent from a legitimate Gallagher representative.

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