Role Description In this client facing role, you will provide data-driven guidance to external clients by analyzing benefits plan data, global market trends, and regulatory developments to improve plan performance and manage cost risk. You will partner with sales and service teams to identify clinical, financial, and utilization trends and deliver actionable strategies to clients. This role offers the ability to leverage your technical capabilities in a client facing capacity. The position can be fully remote/virtual/work from home with some infrequent travel. How you'll make an impact - Client Advisory & Market Insight - Provide advice and solutions to external clients using analysis of global market trends, regulatory developments, and benefits plan data. - Identify population risk, clinical, financial, and utilization trends to support client strategy and plan performance. - Partner with sales and service teams to develop actionable recommendations aimed at mitigating client claims costs. - Present plan performance, clinical, and financial results to clients on an as-needed basis. - Benefits Analytics & Reporting - Analyze benefits plan data to assess risk drivers, utilization patterns, and cost trends. - Create and maintain employer-facing dashboard reports summarizing key clinical and financial insights. - Respond to ad hoc data and reporting requests in support of sales, service, and client engagement needs. - Cultivate and manage ongoing relationships with carriers and administrators to support data access, quality, and reporting needs. - Research, Innovation & Partnerships - Support innovation in the analytics advisory space through external research partnerships within defined areas of expertise. - Apply research findings and industry insights to enhance client offerings, tools, and analytical approaches. - Contribute to business development and renewal activities by strengthening the value of analytics-driven client solutions. - Project Delivery & Functional Contribution - Work independently on larger, moderately complex or technical projects and assignments within the sub-function. - Set objectives for own work aligned with project and departmental goals. - Recommend and implement enhancements to systems, tools, and processes to improve efficiency and effectiveness. - Solve non-routine issues using analytical judgment, prior experience, and established guidelines. - Collaboration & Knowledge Sharing - Partner cross-functionally to address broader business and client needs. - Train or support onboarding of new team members and provide input into performance evaluations. - Influence others within the function through clear communication of data, policies, and practices. Qualifications - Bachelor’s degree in business, Human Resources, or a related field; advanced degree preferred. - 2+ years of relevant experience. - Insurance industry experience, specifically employee benefits, strongly preferred. - Excellent verbal and written communication. - Develops professional relationships with internal and external stakeholders. - Works collaboratively with a team as well as independently, capable of meeting deadlines and delegating when necessary. - Proactively approaches issues that could impact client retention. - Proactively takes on additional responsibilities in support of the team when needed. - Builds knowledge of Gallagher tools, systems and shared resources. - Ability to manage/balance multiple priorities. - Data Driven & Analytical skillset needed. - Ability to travel up to 10%. 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...

• Service client requests for reporting across marketing and sales programs, including KPI, executive metrics, and CRTC-mandated metrics. • Develop and maintain self-service dashboards focused on telecommunication metrics (e.g., ARPU, churn, subscriber growth, and network usage). • Analyze customer behavior, segmentation, and lifecycle trends including acquisition, retention, and upsell opportunities. • Translate complex business questions from leadership, product, and marketing teams into clear, data-driven insights. • Gather, ingest, and map data from various sources to expand insight opportunities. • Contribute to the development of automation and AI technologies for enhanced reporting capabilities.

• Partner with the Business Consultant regarding EEO, Affirmative Action, and workforce analytics strategies. • Utilize proprietary software to generate standard or custom reporting which analyzes employer workforce, hiring, promotion, termination and compensation trends and other government reporting (EEO-1 & VETS). • Strategize with internal and external clients concerning regulatory, business and industry best practices. • Engage with OFCCP, EEOC and other industry organizations. • Analyze data sets for completeness and accuracy, while documenting discrepancies. • Ensure the consistency, integrity and accuracy of data across all client files. • Execute defined checks and balances and formulate additional client specific validation points. • Synthesize information and provide recommendations to the Project Team. • Follow established Data Analytics processes and procedures. • Maintain project documentation including project calendars, project notes, and time tracking. • Collaborate with Project Team regarding project status, risk, and opportunities. • Recommend process improvement, solutions and procedural changes internally.

• Build and optimize full user funnels: landing pages, onboarding, activation flows, paywalls, CRM, and retention loops • Analyze user behavior, identify bottlenecks, and run A/B tests to improve conversion rates • Develop positioning and benefit-driven messaging for new features and updates • Ensure messaging consistency across ads, landing pages, product screens, and CRM • Lead GTM strategies for feature releases and product rollouts • Prepare detailed briefs and collaborate closely with product, marketing, design, analytics, and creative teams • Conduct user research, interviews, surveys, and JTBD analysis • Track market and competitor trends in web & mobile apps, AI, and EdTech • Own lifecycle flows: onboarding, activation, reactivation, upsell, churn reduction • Monitor key funnel metrics and prepare performance reports • Produce briefs for creative assets: landing pages, paywalls, product videos, ad creatives • Translate complex product features into simple, compelling visuals and copy