Financial Analysis Manager

Join our growing team of dedicated professionals at Gallagher Bassett, who guide those in need to the best possible outcomes for their health and wellbeing. You'll be part of a resilient team that works together to redefine the boundaries of excellence. At our organization, we value collaboration and making a positive impact in the lives of our clients and claimants, offering you the opportunity to join a team where your skills and dedication can truly make a difference. GUIDE. GUARD. GO BEYOND.

We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.
Overview

The Billing Team’s core functions include timely and accurate billing reconciliations, invoicing, and resolving billing inquiries. Our team maintains a strong focus on accuracy, efficiency, and best practices. We work closely with the Pricing Team, Invoicing Team, and Client Service Managers, striving to provide a transparent and favorable billing experience for our customers. You will flourish on this team if you thrive in detail-oriented work, take ownership of your responsibilities and are passionate about delivering accurate, efficient, and customer-focused billing solutions.

We are seeking a results-driven Financial Analysis Manager to oversee and improve the financial performance metrics associated with premium clients in our Billing Department. This role is pivotal in tracking, analyzing, and optimizing the Percentage of Premium Clients within the billing portfolio to support strategic revenue goals, enhance client segmentation strategies, and ensure financial stability in high-value client accounts.

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How you'll make an impact

• Monitor and analyze the percentage of premium clients in the billing portfolio, identifying trends, variances, and opportunities for growth
• Develop and maintain reports and dashboards that provide visibility into premium client metrics and billing performance
• Conduct in-depth financial analysis to assess billing efficiency, payment patterns, and financial impact of premium clients
• Provide insights and recommendations to senior management to support business decisions related to pricing, retention, and service delivery
• Partner with Client Services, Sales, and Underwriting to understand client billing criteria and requirements
• Work with teams to enhance data capture and reporting accuracy related to premium clients
• Identify and implement process improvements in billing systems and workflows to enhance accuracy and timeliness for premium clients
• Ensure compliance with internal policies, insurance regulations, and Fast-paced, collaborative, and data-driven environment

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About You

Required:

• Bachelor's degree and 7 years related experience required.

Preferred:

• Good working knowledge of the insurance brokerage business
• Strong PC and Microsoft application skills
• Insurance or TPA (Third Party Administrator) background preferred
• Understanding of Banking, Billing and Accounts Receivable processes
• Bachelor’s degree, with preference in analytical field such as Finance, Accounting, Math, or Economics
• MBA or related advanced degree a plus
  

Behaviors:

• Strong analytical and problem-solving skills.
• Strong written and oral communication skills.
• Strong presentation skills.
• Strong organization skills.

Compensation and benefits

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...

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements and Pay Disclosure Statement

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.