Client Integration & Data Strategy Specialist

Gallagher; Austin (TX); On-site; Confidential; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Career development

People-first culture

Global reach with local impact

Job summary

Gallagher, via The Boon Group, designs wholesale employee benefit solutions and seeks a Client Integration Specialist to improve the client experience using data and insights. You’ll lead cross-functional projects and deliver dashboards for leadership and clients.

Requires 3+ years in account management or benefits, strong Excel and Power BI, and excellent communication. Gallagher offers a collaborative culture with global reach and local impact.

Qualifications

• Bachelor's degree or equivalent experience.
• 3+ years of experience in account management, business analysis, employee benefits, healthcare, insurance, or a related field.
• Strong analytical, reporting, and problem-solving skills.
• Advanced Microsoft Excel proficiency; Power BI or similar reporting tools preferred.
• Excellent communication, presentation, and relationship-management skills.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Lead client and vendor meetings, business reviews, and integration projects.
• Analyze enrollment, eligibility, utilization, and financial data to identify trends and opportunities.
• Develop reports, dashboards, and client-facing presentations.
• Provide strategic recommendations to improve program performance and client outcomes.
• Supports technical implementations and client-specific initiatives.
• Partner with internal teams to resolve issues, streamline processes, and enhance the client experience.
• Monitor key performance indicators and identify areas for continuous improvement
• Gather, document, and analyze business requirements from internal stakeholders and clients.
• Evaluate current processes and systems to identify inefficiencies and recommend improvements.
• Develop business cases, workflows, and process maps to support decision-making.
• Collaborate with IT, operations, and department leads to implement solutions and monitor outcomes.
• Conduct data analysis to identify trends, risks, and opportunities for growth.
• Prepare reports, dashboards, and presentations for leadership and project teams.
• Support project management activities including timelines, deliverables, and stakeholder communication.

Skills

Analytical thinking

Reporting

Communication

Relationship management

Multitasking

Education

Bachelor's degree or equivalent experience

Tools

Excel

Power BI

Salesforce

Job description

Gallagher, via The Boon Group, designs wholesale employee benefit solutions and seeks a Client Integration Specialist to improve the client experience using data and insights. You’ll lead cross-functional projects and deliver dashboards for leadership and clients.

Requires 3+ years in account management or benefits, strong Excel and Power BI, and excellent communication. Gallagher offers a collaborative culture with global reach and local impact.