Financial Program Manager

Gallagher•Phoenix, AZ

10d

About The Position

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher. 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. 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.

Requirements

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

Nice To Haves

State license for Health/Life desired
Knowledge in using the analytical approach to problem solving

Responsibilities

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
Preparing and presenting materials for strategic planning, renewal and marketing results

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