Senior Client Financial Analyst

Overview

Are you passionate about numbers and helping clients make informed decisions? Join Gallagher as a Senior Client Financial Analyst, where you’ll collaborate with Sales and Account Management teams to deliver tailored financial insights and solutions. You’ll play a key role in analyzing benefit plans, preparing reports, and presenting findings that drive strategic planning and renewal decisions.

About You

• Required: Bachelor's degree and minimum 4 years related experience.
• Proficiency with software programs, such as excel, and mathematical calculations.
• Strong PC and Microsoft application skills, including Word and Excel.
• Basic understanding of insurance concepts.
• Excellent oral and written communication ability.
• PREFERRED: State license for Health/Life desired.
• Knowledge in using the analytical approach to problem solving.

Compensation And Benefits

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.

• 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

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

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.

Inclusion and Diversity

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.