Lead Financial Operations Analyst

Arthur J. Gallagher & Co. (AJG); Rolling Meadows (IL); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical/dental/vision plans

Life and accident insurance

401(K) and Roth options

Educational expense reimbursement

Paid parental leave

Job summary

Arthur J. Gallagher & Co. (AJG) in Rolling Meadows, Illinois is seeking a Lead – Quality Assurance & Process Improvement to develop and standardize billing best practices across the organization. This role will be crucial in analyzing and redesigning billing workflows, ensuring high-quality results and operational excellence. Ideal candidates will have a Bachelor's degree and 6+ years of experience in related fields. Strong Excel skills and a background in financial management are essential, particularly in the Insurance Industry.

Qualifications

• 6 years related experience required.
• Experience in the Insurance Industry or Third Party Service Administrators is a plus.
• Proven experience mapping and redesigning end-to-end processes.

Responsibilities

• Lead the standardization of Billing Best Practices.
• Ensure new client implementations align with Billing Best Practices.
• Analyze quality findings to identify root causes of billing errors.

Skills

Strong Excel skills

Financial management software skills

Critical thinking

Problem-solving skills

Process documentation skills

Education

Bachelor's degree

Bachelor’s degree in Finance, Accounting, or Business Administration

Tools

Billing systems

Financial reporting tools

Job description

Introduction

At Gallagher Bassett, we're there when it matters most because helping people through challenging moments is more than just our job, it’s our purpose. Every day, we help clients navigate complexity, support recovery, and deliver outcomes that make a real difference in people’s lives. It takes empathy, precision, and a strong sense of partnership—and that’s exactly what you’ll find here. We’re a team of fast-paced fixers, empathetic experts, and outcomes drivers — people who care deeply about doing the right thing and doing it well. Whether you're managing claims, supporting clients, or improving processes, you’ll play a vital role in helping businesses and individuals move forward with confidence. Here, you’ll be supported by a culture that values teamwork, encourages curiosity, and celebrates the impact of your work. Because when you’re here, you’re part of something bigger. You’re part of a team that shows up, stands together, and leads with purpose.

How you'll make an impact

We are seeking a highly skilled and motivated individual to join the Gallagher Bassett Billing team as the Lead – Quality Assurance & Process Improvement. This role will report to the AVP – Financial Operations and play a critical role in developing, implementing, maintaining, and monitoring billing best practices across the entire Billing organization. The role partners closely with Billing teams, Client Services, other Finance teams and IT to drive consistency, efficiency, and accuracy while reducing risk, errors, and revenue leakage.

The Gallagher Bassett Billing team is responsible for delivering accurate, reliable, and efficient billing solutions that support organizational performance and a strong client experience. The team is structured into three primary areas—Core Standard, Core Non‑Standard, and Ancillary & Support—which together provide comprehensive coverage across routine billing activities, complex and customized billing scenarios, and specialized functions that enable and sustain billing operations.

Success in this role is grounded in close collaboration with key partners, including other Finance teams, Client Services, and IT. Through strong cross‑functional partnerships, thoughtful use of technology, and streamlined processes, the Gallagher Bassett Billing team drives operational excellence, scalability, and continuous improvement. This integrated approach supports sustainable growth and ensures consistent, high‑quality outcomes that deliver lasting value to both clients and internal stakeholders.The responsibilities outlined below reflect this role’s emphasis on analytical rigor, cross‑functional coordination, governance, and continuous improvement within a growing and evolving billing environment.

Responsibilities

• Lead the standardization of Billing Best Practices across the Core Non-Standard Billing team and broader Billing organization, identifying processes that do not currently meet established standards.
• Partner with Client Services and other stakeholders to remediate gaps, align practices, and resolve non‑standard or high‑risk billing approaches.
• Ensure new client implementations and transitions are established in strict alignment with Billing Best Practices from initial setup through stabilization.
• Review existing Custom Billing processes on a recurring basis to identify opportunities for standardization, simplification, and enhancement.
• Map, analyze, and redesign end‑to‑end billing workflows to align with Best Practices, eliminate inefficiencies, and reduce errors and revenue leakage.
• Design end‑to‑end workflows for new billing processes, ensuring scalability, control, and consistency while preventing downstream defects and manual rework.
• Apply continuous improvement methodologies to strengthen process controls, improve cycle times, and enhance overall billing quality.
• Ensure all Billing Best Practices and Standard Operating Procedures (SOPs) are reviewed, validated, and updated at least annually.
• Conduct annual process reviews to confirm alignment with documented SOPs and Best Practices, identifying gaps and driving corrective action plans.
• Define, implement, and maintain KPI dashboards aligned to Billing Best Practices, including metrics for productivity, turnaround time, backlog, and SLA performance.
• Ensure tracking tools are complete, accurate, and actively used, and that escalation protocols are followed consistently.
• Analyze quality findings to identify root causes of billing errors and defects, and partner with Pricing and Client Services to close gaps and implement corrective actions.
• Support leadership decision‑making by delivering clear, concise insights on billing quality, operational effectiveness, and control maturity.

About You

Required

• Bachelor's degree and 6 years related experience required.
• Strong excel and financial management software skills are essential.

Preferred

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field required.
• 7-10 years related experience required.
• Advanced Excel proficiency, including strong working knowledge of formulas, pivot tables, lookups, data validation, and reconciliation techniques and the ability to compile and analyze complex data.
• Previous Internal Audit experience a plus.
• Experience in the Insurance Industry and/or with Third Party Service Administrators a plus.
• Experience working with billing systems, financial reporting tools, or ERP platforms, with the ability to adapt quickly to new systems and processes a plus.
• Proven experience mapping and redesigning end‑to‑end processes, with a focus on standardization, efficiency, and error prevention.
• Experience developing and interpreting operational KPIs and performance dashboards, with a focus on productivity, quality, turnaround time, backlog, and SLA performance.
• Strong critical thinking and problem‑solving skills, with the ability to evaluate billing issues, identify root causes, and recommend practical, scalable solutions. Effective written and verbal communication skills, with the ability to influence across levels and convey complex concepts clearly to both technical and non‑technical audiences.
• Exceptional documentation skills, including the ability to clearly develop, maintain, and update Standard Operating Procedures (SOPs), best practice guidelines, process flows, and control documentation.
• Ability to partner cross‑functionally with Billing, Client Services, Pricing, Finance, IT, and GCoE teams to align processes and implement improvements.
• Demonstrated ownership mindset and accountability, taking initiative to see work through from analysis to resolution.
• Commitment to continuous improvement, with openness to change, learning, and process optimization.

Compensation and benefits

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

• 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

Other benefits include:

• 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...

**The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non‑conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.