Gallagher · 10 hours ago
Client Benefits Analyst
United States
Full-time
Remote
Mid Level
$51K/yr - $100K/yr
3+ years expGallagher is a trusted partner in helping organizations build better workplaces. The Client Benefits Analyst is responsible for supporting operational and financial functions by tracking insurance policies, reconciling commissions, and managing sales performance metrics to drive business performance.
ConsultingFinancial ServicesInsuranceManagement ConsultingRisk Management
Responsibilities
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
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
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
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
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
Qualification
Required
Bachelors degree
3 years related experience in operations, contracting, or a related role within the insurance or financial services industry
Preferred
Familiarity With Carrier Appointment Processes And Regulatory Requirements
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
And more...
Company
Gallagher
Gallagher is an international insurance brokerage and risk management services firm.
10001+ employees
H1B Sponsorship
Gallagher has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (58)
2024 (31)
2023 (32)
2022 (45)
2021 (36)
2020 (15)
Funding
Current Stage
Public CompanyTotal Funding
$9.7B2024-12-09Post Ipo Equity· $8.5B
2023-06-22Post Ipo Debt· $1.2B
1984-06-29IPO
Leadership Team
Alec Herring
Area Senior Vice President
Mark Gresser
Executive Vice President
Recent News
Life Insurance International
2026-01-07
2025-12-04
2025-11-19
Company data provided by crunchbase