Plan Analyst

Plan Analyst

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.

How you'll make an impact:

• 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

About You:

Core Competencies:

• 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

Technical Skills:

• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
• Experience conducting internet research and working within carrier platforms/applications

Education & Experience:

• 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

Compensation and benefits:

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: 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 Other benefits include: 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...

We value inclusion and diversity. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected by applicable federal, state, or local laws. 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 person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.