Client Benefits Analyst

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.

The Client Benefits Analyst is responsible for supporting the operational and financial functions of the organization by tracking insurance policies, reconciling commissions, assisting in the month-end financial closing process, managing sales performance metrics, and overseeing carrier back-office operations. This role ensures accuracy, efficiency, and compliance in all processes while providing actionable insights to drive business performance.

Insurance Policy Tracking and Reconciliation:

• Monitor and track insurance policies to ensure accurate and timely updates in the system.
• Reconcile commissions received from carriers against policy records to identify discrepancies and ensure proper allocation.
• Investigate and resolve commission discrepancies by coordinating with carriers and internal teams.
• Maintain accurate records of policy and commission data in the company’s database or CRM system.

Financial Month-End Closing:

• Assist in the month-end financial closing process by preparing and reconciling financial data related to commissions, policies, and sales performance.
• Collaborate with the finance team to ensure all revenue and expense entries are accurate and complete.
• Generate reports and provide insights to support financial analysis and decision-making.

Sales Performance Management:

• Track and analyze sales performance metrics, including revenue, commissions, and policy growth.
• Develop and maintain dashboards to provide real-time visibility into sales performance for leadership and sales teams.
• Identify trends and provide recommendations to improve sales performance and operational efficiency.

Carrier Back-Office Management:

• Serve as the primary point of contact for carrier back-office operations, including commission inquiries, policy updates, and reporting.
• Ensure timely and accurate submission of required data to carriers and resolve any operational issues.
• Maintain strong relationships with carrier partners to facilitate smooth operations and communication.

Process Improvement and Reporting:

• Identify opportunities to streamline and improve processes related to policy tracking, commission reconciliation, and financial reporting.
• Develop and implement standard operating procedures (SOPs) to enhance operational efficiency.
• Generate and distribute regular reports on key metrics, including policy tracking, commission reconciliation, and sales performance.

Required: Bachelors degree and 3 years related experience in operations, contracting, or a related role within the insurance or financial services industry.

Familiarity with carrier appointment processes and regulatory requirements (preferred).

Work Traits

Communication, Analytical, Organization Skills

• Excellent verbal and written communication
• Develops professional relationships with internal and external stakeholders
• Works collaboratively with a team as well as independently, capable of meeting deadlines and delegating when necessary

Standards and Practices

• Abilities to manage/balance multiple priorities
• Seeks to understand team and Branch goals
• Actively seeks to develop professional skills
• Demonstrates composure, stamina and resilience under pressure

Use of Time

• Constantly seeks to improve personal efficiency and productivity
• Clarifies priorities/requests and follows through on commitments
• Proactively takes on additional responsibilities in support of the team when needed

Customer Service and Business Strategy

• Builds knowledge of Gallagher tools, systems and shared resources
• Is willing to go the “Extra Mile” to achieve results that benefit the client, the Branch and Gallagher
• Proactively approaches issues that could impact client retention

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We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

• Medical/dental/vision plans, which start from day one!
• Life and accident insurance
• 401(K) and Roth options
• Tax-advantaged accounts (HSA, FSA)
• Educational expense reimbursement
• Paid parental leave

Other benefits include:

• Digital mental health services (Talkspace)
• Flexible work hours (availability varies by office and job function)
• Training programs
• Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
• Charitable matching gift program
• And more...

**The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

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 person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.