Client Benefits Analyst

Arthur J. Gallagher & Co.; San Diego (CA); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits programs

Career development opportunities

Collaborative culture

Job summary

Arthur J. Gallagher & Co. in San Diego is seeking a Client Benefits Analyst to supervise client operations for SMW, Davis‑Bacon Trusts, and other health care related trusts, ensuring accurate reporting to trust boards.

The role focuses on building strong client relationships, ensuring plan rule compliance, and leading projects to improve benefit programs and data integrity. Requires a Bachelor's degree and 3 years of experience, with strong MS Office skills and the ability to work in a hybrid

Qualifications

• Requires a Bachelor's degree and 3 years of related experience.
• Strong communication and presentation abilities.
• Familiarity with health care or customer service fields advantageous.

Responsibilities

• Lead daily client operations for assigned accounts.
• Maintain relationships with client contacts and boards.
• Interpret plan rules to ensure compliance with SPD and plan documents.
• Prepare and review client communications and reports.
• Lead special projects and policy development for benefit plans.
• Support client accounts with data analysis and monthly data processing.

Skills

Public speaking

Organizational skills

Multitasking

Microsoft Word

Microsoft Outlook

Microsoft Excel

Education

Bachelor's degree

Tools

MS Word

MS Excel

MS Outlook

MS Office

Job description

Introduction

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they are free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client‑centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients’ risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.

Overview

RPA San Diego, a subsidiary of Gallagher, operates as a third‑party administration (TPA), consulting, and strategic management branch for collectively bargained benefit plans, pooled purchasing arrangements, and trusts. Our mission is to deliver high quality, affordable, and accessible health care to our members.

The Client Benefits Analyst is responsible for supervising client operations for Sheet Metal Worker (SMW), Davis‑Bacon Trusts, and other health care related trusts. The Client Benefits Analyst provides general reporting of client operations to the trust boards. This position is also responsible for serving as point of contact for board members and supervising the operation of the day‑to‑day trust work.

How you’ll make an impact

• Lead contact and day‑to‑day administrator responsible for assigned clients.
• Maintains effective relationships with client contacts.
• Interprets plan rules to ensure compliance with plan documents and summary plan descriptions (SPD).
• Prepares and reviews written communications.
• Leads special projects as needed.
• Analyzes and assists in developing policies and benefit plans covering group life, accident and health insurance, retirement and pension plans, income continuation and other benefit programs.
• Maintains an ongoing effort to determine and maintain equity with current benefit trends and legislated requirements and programs.
• Support and maintenance of client accounts, including:
  • Research
  • Analysis and evaluation of data from medical, dental, and life plans and programs
  • Detailed reconciliation and data clean‑up process
• Processing of monthly data interface files and client data

About You

Required:

• Bachelors degree and 3 years related experience required

Desired

• Public speaking and presentation skills adaptable to high profile business meetings
• Excellent organizational skills
• Ability to react well under pressure
• Proficiency with Microsoft Office suite
• Ability to multitask effectively with competing priorities
• Basic understanding of legal structures
• Familiarity with financial statements
• Minimum of 4 years' experience working in Customer Service, health care or related field preferred
• Proficiency in Microsoft Word and Outlook
• Advanced/Intermediate skill level in Microsoft Excel
• Ability to work a hybrid model out of San Diego, CA.

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Compensation and benefits

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

• Competitive compensation
• Comprehensive benefits programs designed to support your well‑being
• Career development opportunities and ongoing learning
• A collaborative, people‑first culture with accessible leadership
• The opportunity to do meaningful work with global reach and local impact

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)