Client Integration 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

Introduction

At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.

At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.

Overview

At The Boon Group, now a part of Gallagher, we specialize in designing wholesale employee benefit solutions to meet the unique needs of employers. Our long-standing carrier partner relationships and creative approach to benefit programs, allow us to create products that are compliant, cost-effective, and, above all, competitive. For more information about us, please visit https://www.boongroup.com

As part of Gallagher, a global leader in insurance, risk management, and consulting, you’ll be joining a team that’s passionate about helping individuals and organizations thrive.

The Boon Group is seeking a Client Integration Specialist to serve as a strategic operations professional by combining relationship management, data analysis, and consultative problem-solving. This role is responsible for mmproving the client experience while using data and insights to improve program performance and drive operational excellence.

How You'll Make An Impact

• 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.

Required

• 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.

Preferred Experience

• Employee benefits, TPA, benefits administration, or insurance industry experience.
• Prior experience and proficiency with Salesforce.
• Hands-on experience leveraging AI tools (Copilot, Claude, ChatGPT, etc.) to improve productivity, communication, and workflow efficiency.
• Knowledge of self-funded health plans, eligibility administration, or voluntary benefits.
• Experience using employee benefits administration platforms, including Employee Navigator, Selerix, and Alight.
• Skilled in presenting data-backed insights and recommendations to clients and stakeholders.

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)