Marketing Specialist-EB

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.

Overview
The 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 impact
RFP & 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 You
Qualifications

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 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...

This benefits summary above applies to full‑time positions. If you are not applying for a full‑time 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.

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