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SalaryWe 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.
Key Client Financial Analyst duties include the following:
- Performs financial analysis on behalf of clients, and provide consultation to clients around analytical findings.
- Typically supports other Account Managers, Account Executives, Producers and acts under their direction.
- Has direct customer contact.
- Projects, analyses, and/or assignments are less complex.
- Works independently on more routine/less complex assignments, and under the direction of a manager or Account Manager/Account Executive/Producer on more complex assignments.
- Responsible for conducting and documenting routine to moderate financial analysis projects for clients.
- Coordinates underwriting functions performed by outside consultants.
- Assists in the renewal rating process for the existing book of business.
- Provides support in the setting of rates and plan designs for group prospects.
- Assesses plan designs for changes and their financial implications.
- Coordinates with other departments and outside vendors with new and existing clients.
- Maintains data integrity with the multiple sources of data gathering.
- Provides analysis and recommendations for groups and rating scenarios.
- Ensures compliance with legal and regulatory requirements.
- Produces and maintains documentation to support underwriting recommendations and rate calculations.
- Participates in projects and consulting.
- Maintains and monitors the quality, timeliness and deliverables.
- Facilitates and participates in calls and meetings.
- Provides basic level financial, contract and/or administrative analysis and peer reviews the work of colleagues.
- Performs basic data analysis (including but not limited to review of claims and utilization data and looking for trends and patterns).
- Abides by all internal compliance and disclosure requirements, external vendor contracts to ensure alignment with client expectations and legal requirements.
- Assists in client requests including problem solving on administrative and operations issues.
- Other duties as assigned.
- Bachelor's degree and 2 years related experience required. Strong PC and Microsoft application skills, including Word and Excel.
- Knowledge of insurance regulations
- Knowledge of networks, products, plan designs and terminology
- Exceptional interpersonal and communication skills, both verbal and written
- Ability to prioritize and handle multiple tasks in a demanding work environment
- Ability to partner and deliver on project objectives
- Ability to work independently and on a team
- CA Health, Life and Accident Insurance preferred
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
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.
