• Independently ascertain how to query the necessary data from large data sets and generate ad hoc analysis with clear insights • Leverage historical claims data and provide reporting that allows for assessment and risk management • Assist in preparing deliverables for operation teams that support a member’s transition experience to SmithRx • Ensure high quality, “client ready” deliverables through an audit/evaluation process and personal accountability • Execute deep-dive analyses and investigations into large datasets and provide clear insights on findings • Clearly communicate with internal stakeholders and external partners through email, slack, phone, video call, etc. • Provide ad hoc analysis to illustrate other potential impact from implementing SmithRx as a pharmacy benefit solution

Role Description Primary focus of role is to provide guidance and assistance to account teams and clients, by using financial decisional making tools, and to speak effectively on behalf of the Financial Benefits Consulting team regarding core services. - Demonstrate proficiency at collection of required data and materials needed for the successful completion of various projects at direction and under supervision of team leaders. - Analyze data from carriers on clients, and provide recommendations to account management teams or to clients, in order to effectively negotiate rates and funding levels. - Prepare, analyze and consult on various client deliverables, as defined by the scope of services of the Financial Benefits Consulting team. - Demonstrate understanding of whether or not analysis “makes sense”; can think beyond the numbers on the page. - Maintain workflow tracking application or logs, as established by management and departmental guidelines and protocol. - Competently and independently review contract documents such as SPDs, administrative agreements, claim exclusions and limitations, etc. in order to determine impact on financial reports. - Actively participate in and utilize the peer review process, per departmental guidelines. - Conduct any activity for special assignments as assigned by management. - Coordinate with and be able to adapt to differences in carriers' underwriting and report teams with regards to managing the planning, timelines, formatting, etc. related to data needed in order to complete requested reports/projects. - In conjunction with the GSC Financial Benefits Consulting and the Client Teams, responsible for assisting with collecting data and preparing reports, to demonstrate financial status for identified clients. Qualifications - Required: Bachelor's degree and 0 years related experience. - Working knowledge of Microsoft Windows applications and Microsoft Office. 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...

• Perform analysis to understand trends in engagement, areas of program strength, and opportunities for improvement; turn this analysis into actionable insights to optimize where we are focused over time. • Manage finance data synced from multiple platforms, create data structures that aggregate and standardize fundraising data for analysis and reporting. • Run and validate fundraising models produced by Data Science team • Recommend and design experiments to optimize fundraising efforts including, but not limited to, A/B testing on digital campaigns and to direct mail audiences. • Build and maintain automated reporting to empower our team with key insights into program performance. • Work with engineering teams to consult on data products that can be used to streamline reporting code. • Work with Tech Team stakeholders to develop products that streamline repetitive processes, such as targeting, universe development, and list movement between tools; consult on data products that can be used to streamline reporting code and other system automation. • Manage ad hoc data requests from stakeholders, ensuring quick turnaround while maintaining data accuracy and quality.

• Manage quote and contract approval workflows for pricing, discounts and special terms for the sales teams using Deal Desk established guidelines and company best practices. • Provide guidance to Account Executives on quoting in order to meet internal guidelines and maximize operational efficiencies • Own Salesforce Case resolution for quoting, pricing and contracting inquiries. • Maintain an agreed upon Service level agreement (SLA) on approvals and deal review times. • Perform month-end and quarter-end closing activities to ensure completeness and accuracy of contracts, order forms and other document review and reporting. • Participate in training activities for new quote and contracting processes for the sales organization. • Identify and support process improvement efforts to streamline current procedures. • Cross-train with other Deal Desk functions to provide global coverage of quote, contracting and order management functions. • Act as a liaison for sellers between multiple groups (ie: sales ops, finance, product, sales leadership, legal) to help facilitate timely and accurate deal closure.