Plan Analyst

Gallagher•Troy, MI

21h•Hybrid

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. At Gallagher, we serve as trusted advisors helping organizations support and protect their people. As a Plan Analyst, you’ll partner with Account Managers and Producers to support client service and new business initiatives. You’ll focus on analyzing benefits programs, preparing renewal strategies, and developing market comparisons across medical, dental, vision, life, disability, prescription drug, and stop-loss coverage. This role involves building client reports, supporting renewal processes, and contributing to presentations. This is a great opportunity for someone who enjoys working with data, collaborating with teams, and growing within employee benefits consulting.

Requirements

Strong written and verbal communication skills
Analytical mindset with the ability to interpret data and financial reports
Strong attention to detail with solid organizational and time management skills
Ability to prioritize and manage multiple tasks in a deadline-driven environment
Customer-focused with a high level of professionalism
Adaptable and flexible in a fast-paced, evolving environment
Collaborative team player with strong business acumen
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
Experience conducting internet research and working within carrier platforms/applications
Bachelor’s degree in Finance, Business, or a related field, or equivalent work experience preferred
2+ years of experience in a group health insurance agency environment preferred
2+ years of general office or administrative experience preferred
2+ years of customer service experience preferred

Responsibilities

Develop Strategic Time Table for select clients and make certain Broker and Account manager-director stay on track to this schedule (e.g., quarterly management report, annual renewal, pre-renewal meeting).
Meet with the Broker to plan approach for upcoming renewals – e.g., who to quote
Obtain information necessary for renewal spreadsheet (i.e., census, billing statements, plan information, claims etc.)
Analyze plans to determine potential savings, plan design comparability, and network comparability (this is done with incumbent carriers as well as through competitive quote situations)
Create and analyze market bids (all lines)
Complete renewal spreadsheet and review with Broker.
Assist Broker in preparing for renewal meeting (e.g., print final copies); attend meeting if requested.
Identify reporting requirements of specific clients; (e.g. some clients may want to zero in on a different PPO network, while others “hot buttons” may be prescription costs).
Run online proposals – through BCBSM, HAP, Priority Health, others
Analyze self-insured claims
Ad hoc reporting

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