Senior Client Financial Analyst Location Glendale, CA (Glendale area) : About Us: Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation. 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: Primarily focused on collaborating with Sales and Account Management teams to provide underwriting, marketing, and/or benefit plan analysis and support. Performs financial analysis on behalf of clients, and provides consultation to clients around analytical findings. Responsibilities: Key responsibilities include:
Compiling pertinent census data and/or financial information as required to prepare RFP, Analyzing utilization data for results summary, Submitting, reviewing and comparing RFP responses, Creating benefit and rate comparisons as well as total cost exhibits, and Preparing and presenting materials for strategic planning, renewal and marketing results.
Has direct customer contact.
May also act as analytical or procedural expert and represent team on cross-functional process or project deliverables. Qualifications: 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. #LI-JR1 Additional Information: 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.