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About the Role
The Client Relations Integration Specialist serves as a strategic operations professional, combining relationship management, data analysis, and consultative problem-solving to improve the client experience and drive operational excellence.
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.
- Support 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.
Requirements
- 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.
- Excellent communication, presentation, and relationship-management skills.
- Ability to manage multiple priorities in a fast-paced environment.
Skills
- Power BI or similar reporting tools preferred.
- Employee benefits, TPA, benefits administration, or insurance industry experience preferred.
- Knowledge of self-funded health plans, eligibility administration, or voluntary benefits preferred.
- Experience presenting data-driven recommendations to clients and stakeholders preferred.
Experience Level
- 3+ years of experience
Education Level
- Bachelor's degree or equivalent experience
Benefits
- 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
About the Company
- 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.
- 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.
- 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.
- 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.
Equal Opportunity
- Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)