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Head of Business Analysis and Planning

Gallagher

At Gallagher Bassett, we're there when it matters most because helping people through challenging moments is more than just our job, it’s our purpose. Every day, we help clients navigate complexity, support recovery, and deliver outcomes that make a real difference in people’s lives. It takes empathy, precision, and a strong sense of partnership—and that’s exactly what you’ll find here. We’re a team of fast-paced fixers, empathetic experts, and outcomes drivers — people who care deeply about doing the right thing and doing it well. Whether you're managing claims, supporting clients, or improving processes, you’ll play a vital role in helping businesses and individuals move forward with confidence. Gallagher Bassett is the premier provider of global claims services, dedicated to exceptional customer service and demonstrably superior outcomes. GB helps people, teams and businesses overcome adversity and loss through the guiding expertise of over 5,000 claims professionals, all committed to going beyond expectations in the continuous pursuit of a better way.

As the market leader in Claims and Risk Management services, Gallagher Bassett (“GB”) is committed to providing tailored solutions that help clients achieve demonstrably superior outcomes. Consistent with this mission, we are seeking an experienced leader to assist in the analysis, execution and value capture associated with the highest priority business needs for Gallagher Bassett North America both short and long-term in nature.

The Manager, Strategic Initiatives leads the planning, execution, and sustainment of enterprise and client-focused initiatives that improve operational efficiency, enhance service delivery, and drive measurable business outcomes across Gallagher Bassett.

This role is ideal for a mid-career professional with demonstrated experience managing complex initiatives, influencing cross-functional stakeholders, translating business needs into actionable plans, and delivering results in a dynamic operations environment. The Manager is expected to operate with independence, provide thought partnership to senior leaders, and guide workstreams that span Claims Operations, Client Services, IT, GCoE, and other functional areas.

Delivering strategic initiatives on time, with clear ownership, strong stakeholder alignment, and measurable business impact
Building credibility with senior leaders and cross-functional partners through sound judgment, preparedness, and follow-through
Anticipating risks, resolving issues, and escalating decisions appropriately to maintain momentum
Driving process improvements that are practical, scalable, measurable, and adopted by the business
Initiative Execution & Project Support
Lead assigned low- to medium-complexity strategic initiatives from discovery through implementation, adoption, and value realization
Develop and maintain project plans, milestones, dependencies, risks, issues, and decision logs to ensure disciplined execution
Prepare executive-ready status updates, business cases, meeting materials, and recommendations for senior stakeholders
Facilitate working sessions, drive alignment, and hold project teams accountable for timely completion of deliverables
Process Improvement & Operational Support
Evaluate current-state workflows, identify root causes of operational gaps, and recommend scalable process improvements
Partner with business and technology teams to define requirements, validate solutions, support testing, and manage operational readiness
Monitor operational performance, adoption, and sustainment metrics to ensure improvements deliver intended outcomes
Data Analysis & Reporting
Use data to frame business problems, evaluate options, and inform recommendations for operational and client-facing initiatives
Define, track, and communicate initiative performance metrics, including productivity, cycle time, quality, adoption, and value capture
Ensure data integrity, alignment, and consistent interpretation across stakeholders and reporting forums
Serve as a primary point of coordination for cross-functional stakeholders across Claims, IT, GCoE, Client Services, and other business partners
Facilitate decision-making by documenting key decisions, unresolved risks, dependencies, and escalation needs
Develop and execute communication, training, and change adoption plans that support successful rollout and stakeholder engagement
Build trusted relationships with business partners and influence outcomes without direct authority
Continuous Improvement & Learning
Proactively identify opportunities to improve team practices, governance routines, and operational performance
Share knowledge, coach project contributors, and reinforce consistent standards for documentation, execution, and stakeholder engagement
Apply working knowledge of claims operations, systems, and GB services to anticipate impacts and shape practical solutions
Model accountability, sound judgment, adaptability, and a continuous improvement mindset in ambiguous or evolving situations
Bachelor's degree and 7 years related experience required.

Experience applying project management methodologies such as Agile, Waterfall, hybrid delivery, Lean, or Six Sigma
Experience building operational dashboards, executive reporting, business cases, or performance scorecards
Working knowledge of claims operations, insurance, risk management, client service models, or third-party administration
Demonstrated ability to manage cross-functional initiatives, drive workstreams, and deliver results with limited supervision
Strong analytical, problem-solving, organizational, and prioritization skills with attention to detail and business impact
Advanced proficiency in Microsoft Office, including Excel, PowerPoint, Word, and related collaboration or reporting tools
Analytical Judgment: Ability to interpret data, assess tradeoffs, and develop recommendations that support business decisions
Clear, concise written and verbal communication tailored to project teams, business partners, and senior leaders
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. Medical/dental/vision plans, which start from day one!

  • Life and accident insurance
  • Tax-advantaged accounts (HSA, FSA)
  • Educational expense reimbursement
  • 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
The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.

We value inclusion and diversity
Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.
Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.
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 (herein referred to as “protected characteristics”) 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.

Vacancy posted 10 hours ago
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