Actuarial Analyst, Retirement

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.

• Assists all Retirement Consultants with each aspect of the client servicing relationship, including building, expanding and retaining quality relationships with existing clients and future clients at all levels.
• Supports Producers with prospecting related activities and the transition of newly acquired clients.
• Provides analytical support including, but not limited to, due diligence, Investment Management Reports, RFP assembly and analysis, investment analysis, quarterly investment delivery and replacement, quarterly plan updates, annual report reviews, and investment policy statement origination and review.

Key duties may further include:

• Scheduling and attending select investment review meetings
• Writing quarterly investment documentation
• Creating participant communication plans/strategies
• Obtaining current administrative reports from plan provider
• Managing and executing annual disclosure requirements.

Required:

• Bachelor's degree plus 1 or more years' client coordination and/or investment advisory experience specific to the retirement industry.
• Working knowledge of Microsoft Windows applications and MS Office.
• Excellent verbal and written communication skills. Travel required (10%).

Preferred:

• Critical thinking and good judgment to quickly determine and prioritize key issues.
• Ability to work under the pressure of deadlines and work extra hours if needed on particular assignments.

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. In addition to reviewing our U.S. Eligibility Requirements, we provide equal opportunity and are committed to diversity. 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…