Financial Benefits Analyst

Client Consulting & Support
66282 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: Primary focus of role to is provide support to and collaborate with Client Consultants on department initiatives.

Key Responsibilities: 

  • Collecting data and preparing reports and information needed for underwriting team members to demonstrate financial status for identified clients.
  • Assisting in creation and peer review of reports generated for client presentation, and data entry and review of analyst work regarding monthly, quarterly, and annual financial monitoring reports tracking expenses by product lines- adapting to various carrier reporting websites.  
  • Communicates with and distributes information with account management regarding processes and data needed in order to effectively analyze client financial status.  
  • Assists in the preparation of presentations, campaigns, communication materials, newsletters, etc. to internal staff and clients / prospects regarding underwriting policies and scope of services.
  • Participates in and help schedule regular underwriting team meetings.
  • Performs standard tasks using established and routine methods, principles, concepts and procedures typically on assignments of low complexity.
  • Typically works under close supervision and guidance.
Additional Considerations:


  • Bachelor's degree.  
  • Working knowledge of Microsoft Windows applications and Microsoft Office.
  • Advanced Excel skills.
  • Math or Finance degree preferred.
Key Characteristics:
  • Detail oriented; strong analytical skills and good communication and interpersonal skills.
  • Must be able to multi-task to meet deadlines with quality and accurate deliverables.
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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