Client Benefits Analyst

Gallagher•Rolling Meadows, IL

About The Position

At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. Overview The Client Benefits Analyst is responsible for supporting the operational and financial functions of the organization by tracking insurance policies, reconciling commissions, assisting in the month-end financial closing process, managing sales performance metrics, and overseeing carrier back-office operations. This role ensures accuracy, efficiency, and compliance in all processes while providing actionable insights to drive business performance.

Requirements

Bachelors degree and 3 years related experience in operations, contracting, or a related role within the insurance or financial services industry.
Communication, Analytical, Organization Skills
Excellent verbal and written communication
Develops professional relationships with internal and external stakeholders
Works collaboratively with a team as well as independently, capable of meeting deadlines and delegating when necessary
Abilities to manage/balance multiple priorities
Seeks to understand team and Branch goals
Actively seeks to develop professional skills
Demonstrates composure, stamina and resilience under pressure
Constantly seeks to improve personal efficiency and productivity
Clarifies priorities/requests and follows through on commitments
Proactively takes on additional responsibilities in support of the team when needed
Builds knowledge of Gallagher tools, systems and shared resources
Is willing to go the “Extra Mile” to achieve results that benefit the client, the Branch and Gallagher
Proactively approaches issues that could impact client retention

Nice To Haves

Familiarity with carrier appointment processes and regulatory requirements (preferred).

Responsibilities

Insurance Policy Tracking and Reconciliation:
Monitor and track insurance policies to ensure accurate and timely updates in the system.
Reconcile commissions received from carriers against policy records to identify discrepancies and ensure proper allocation.
Investigate and resolve commission discrepancies by coordinating with carriers and internal teams.
Maintain accurate records of policy and commission data in the company’s database or CRM system.
Financial Month-End Closing:
Assist in the month-end financial closing process by preparing and reconciling financial data related to commissions, policies, and sales performance.
Collaborate with the finance team to ensure all revenue and expense entries are accurate and complete.
Generate reports and provide insights to support financial analysis and decision-making.
Sales Performance Management:
Track and analyze sales performance metrics, including revenue, commissions, and policy growth.
Develop and maintain dashboards to provide real-time visibility into sales performance for leadership and sales teams.
Identify trends and provide recommendations to improve sales performance and operational efficiency.
Carrier Back-Office Management:
Serve as the primary point of contact for carrier back-office operations, including commission inquiries, policy updates, and reporting.
Ensure timely and accurate submission of required data to carriers and resolve any operational issues.
Maintain strong relationships with carrier partners to facilitate smooth operations and communication.
Process Improvement and Reporting:
Identify opportunities to streamline and improve processes related to policy tracking, commission reconciliation, and financial reporting.
Develop and implement standard operating procedures (SOPs) to enhance operational efficiency.
Generate and distribute regular reports on key metrics, including policy tracking, commission reconciliation, and sales performance.

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
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