Financial Benefits Analyst

Gallagher Bassett NZ Ltd Philadelphia , PA 19107

Posted 6 months ago

Arthur J. Gallagher & Co., one of the world's largest insurance brokers, provides a full range of retail and wholesale property/casualty (P/C) brokerage and alternative risk transfer services globally, as well as employee benefit brokerage, consulting, and actuarial services in the United States. We also offer claims and information management, risk control consulting, and appraisal services to clients around the world.

Gallagher Benefit Services, Inc. (GBS) consistently stands out in a competitive marketplace as an employer of knowledgeable, highly skilled and competitive talent. We are a company that touches businesses and their employees on a personal level. At the core, our job is to help protect the health and well-being of employees and their families and provide for their financial security all while allowing employers to attract and retain the people they need to grow and succeed. As you consider the value of working for Gallagher Benefit Services, remember your talent, winning attitude and strong performance will be highly valued and will maximize your future potential.

Position Summary:
Primary focus of role to is provide support to and collaborate with Client Consultants on department initiatives.

Key Responsibilities:

  • Collecting data and preparing reports and information needed for underwriting team members to demonstrate financial status for identified clients.

  • Assisting in creation and peer review of reports generated for client presentation, and data entry and review of analyst work regarding monthly, quarterly, and annual financial monitoring reports tracking expenses by product lines- adapting to various carrier reporting websites.

  • Communicates with and distributes information with account management regarding processes and data needed in order to effectively analyze client financial status.

  • Assists in the preparation of presentations, campaigns, communication materials, newsletters, etc. to internal staff and clients / prospects regarding underwriting policies and scope of services.

  • Participates in and help schedule regular underwriting team meetings.

  • Performs standard tasks using established and routine methods, principles, concepts and procedures typically on assignments of low complexity.

  • Typically works under close supervision and guidance.


  • Bachelor's degree.

  • Working knowledge of Microsoft Windows applications and Microsoft Office.


  • Advanced Excel skills.

  • Math or Finance degree preferred.

Key Characteristics:

  • Detail oriented; strong analytical skills and good communication and interpersonal skills.

  • Must be able to multi-task to meet deadlines with quality and accurate deliverables.

U.S. Eligibility Requirements:
Interested candidates must submit an application and resume/CV online to be considered.

  • Must be 18 years of age or older.

  • Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.

  • Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Gallagher hires U.S. citizens, permanent residents, asylees, refugees, and temporary residents. Temporary residence does not include those with non-immigrant work authorization (F, J, H or L visas), such as students in practical training status. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Gallagher will require proof of work authorization.

  • Must be willing to execute Gallagher's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality and non-disclosure

Gallagher offers competitive salaries and benefits, including: medical/dental/vision plans, life and accident insurance, 401(K), employee stock purchase plan, educational expense reimbursement, employee assistance program, flexible work hours (availability varies by office and job function) training programs, matching gift program, and more.

Gallagher believes that all persons are entitled to equal employment opportunity and does not discriminate against nor favor any applicant because of race, color, religion, sex, age, veteran status, disability, national origin, or any other legally protected status. 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 applicant with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

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Financial Benefits Analyst

Gallagher Bassett NZ Ltd