IntroductionAt 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.
OverviewThe Employee Benefits Marketing / RFP Analyst is responsible for managing the end-to-end marketing process for new and renewal business opportunities. This role gathers and analyzes client data, prepares RFPs, markets cases to carriers, and develops accurate, competitive proposals. The position also supports mid-year reviews, implementation, and carrier transitions. Success requires strong attention to detail, the ability to manage multiple projects simultaneously, and a deep understanding of the employee benefits marketplace.
How you'll make an impactRFP & Marketing Process
- Gather, review, and validate client data required for RFP submissions (census, plan designs, claims, contribution strategies, etc.)
- Prepare and distribute Requests for Proposal (RFPs) to insurance carriers and vendor partners
- Market client opportunities to appropriate carriers based on industry knowledge, underwriting appetite, and client needs
- Proactively follow up with carriers to ensure timely and competitive responses
- Owning the renewal pipeline by guiding Account Managers on upcoming renewals and staying on schedule with marketing timelines.
Data Analysis & Reporting
- Compile, analyze, and summarize carrier quotes and plan comparisons
- Develop and maintain detailed marketing spreadsheets outlining rates, plan designs, and financial impacts
- Ensure a high level of accuracy in all data, identifying and resolving discrepancies quickly
- Present findings in a clear, organized format for internal review and client discussions
Client Presentation & Strategy Support
- Present marketing results and benefit options to internal stakeholders and/or clients
- Assist in developing strategy recommendations based on pricing, coverage, and market trends
- Translate complex benefits information into clear, client-friendly summaries and visuals
Carrier & Market Expertise
- Maintain strong relationships with carrier representatives
- Stay informed on carrier products, trends, and market conditions
- Recommend carrier strategies aligned with client industry, size, and risk profile
- Take ownership with carriers on deadlines.
Mid-Year Review & Data Requests
- Support mid-year review presentations
- Gather and analyze updated claims data and utilization reports to support remarketing efforts
- Work with carriers and vendors to obtain revised quotes and options outside of renewal cycles
Implementation & Carrier Transitions
- Assist with the implementation of new carriers, ensuring a smooth transition from quote to onboarding
- Coordinate with account managers, carriers, and vendors to facilitate onboarding timelines and requirements
- Support the processing of carrier terminations, ensuring proper documentation and communication
- Help ensure continuity of coverage and minimal disruption to clients
Project Management & Team Collaboration
- Work closely with multiple Account Managers and Producers across various client groups
- Manage multiple marketing projects simultaneously in a fast-paced, deadline-driven environment
- Maintain organized documentation and version control for all marketing materials
Compliance & Quality Assurance
- Ensure all materials meet company standards and regulatory requirements
- Maintain strict confidentiality of client information
- Uphold exceptional attention to detail and accuracy in all deliverables
About YouQualifications
- Bachelor’s degree preferred (Business, Finance, Marketing, or related field)
- 2 years of experience in employee benefits, insurance marketing, or underwriting support
- Advanced proficiency in Excel and data comparison tools
- Knowledge of group benefits (medical, dental, vision, and ancillary)
Skills & Competencies
- Exceptional attention to detail and commitment to accuracy
- Strong analytical and problem-solving skills
- Ability to multitask and manage competing priorities
- Working knowledge of carrier markets, underwriting, and benefit structures
- Effective communication and presentation skills
- Ability to collaborate across multiple teams and stakeholders
Success in This Role Looks Like
- Delivering accurate, on-time RFPs and marketing deliverables
- Clearly presenting benefit options and recommendations
- Successfully supporting mid-year requests and carrier transitions
- Building strong relationships with account managers and carriers
- Contributing to client retention and new business wins
Compensation and benefitsWe 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.