Sr. Financial and Actuarial Consultant

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.

Primary focus of role to provide guidance and assistance to Account teams and clients by using financial decision making tools, conducting client facing meetings when appropriate, and to speak effectively on behalf of the underwriting team regarding core services.

• Key responsibilities include:
  • Analyzing data from carriers on complex clients and providing recommendations to account management teams or to clients in order to effectively negotiate rates and funding levels
  • Evaluating and presenting monthly, quarterly and annual reports that measure client financial status
  • Tracking expenses by product line, renewal projections, funding levels and rates, etc. to the Account management teams and to clients when necessary
  • Evaluating, assigning, monitoring and peer review reports generated by underwriting team subordinates.
  • Operates as a consultant to internal staff as well as clients, assisting clients with a range of complex issues and needs.
  • Provides underwriting analysis services to internal staff and to clients according to their needs and strategic interests, assisting in retaining clients.
  • Assists in the sales process through production of financial projections on large accounts and related underwriting analysis.
  • Oversees coordination of and help conduct underwriting team training programs for staff/clients.
  • Serves as a resource to branch office staff in order to contribute toward measurable ROI of services and retention of clients.
  • Actively mentor junior team members and identify opportunities to work closely with divisional team on creation, enhancement and development of tools, templates and reports

Required
:

• Bachelor's degree and 5 years experience with Broker or Carrier side with focus on Health and Benefits.
• Working knowledge of Microsoft Windows applications and Microsoft Office.
• High degree of understanding of employee benefits funding mechanisms.
• Must be familiar with carrier reporting systems.

Preferred
:

• Microsoft Excel expertise.
• Effective negotiation skills.
• An executive presence with polished and well developed written and oral communications.
• Ability to influence and collaborate with senior management and work across all levels of an organization.
• Deep knowledge of national and applicable regional carriers – incl. discounts, embedded programming, and emerging solutions
• Membership in the American Academy of Actuaries (MAAA) and Society of Actuaries (SOA) with a designation of Fellow or Associate.

Behaviors
:

• Detail oriented
• Strong analytical skills and good communication and interpersonal skills.
• Must remain aware of new techniques and office procedures and be able to implement new or changing procedures with adequate instruction but minimal supervision.
• Must maintain favorable relationships with clients, vendors and other office staff.

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…