Divisional Sr. Financial & 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.

The GBS Divisional Senior Financial & Actuarial Consultant is a key leadership role within the Health and Benefits division. This position oversees a team of professionals, providing guidance and technical assistance to account teams and clients. The role includes delivering actuarial and underwriting expertise, mentoring team members, and driving the adoption of best practices across regions.

In this role, you’ll lead and manage a team of financial and actuarial professionals, ensuring the delivery of high-quality services to clients and internal teams. You’ll provide resources, tools and training to the team for underwriting analysis, developing financial projections, calculation of reserves, plan design modeling and overall financial analysis of US employer benefit plans.

You’ll act as a mentor and coach, supporting the professional growth of analysts and consultants. By developing structured training programs and resources, you’ll enhance technical skills and client-facing capabilities across the team. You’ll also oversee the management of tools, templates, and workflows, ensuring accuracy, efficiency, and alignment with industry best practices. Additionally, you’ll represent the Financial and Actuarial Consulting team in client or prospect meetings, as needed, building trust and credibility through actionable insights.

• Conducting team meetings, distributing communications, and driving collaboration across branches within the region.
• Leading training programs for staff and clients to ensure consistent adoption of best practices.
• Acting as a liaison between the Financial and Actuarial Consulting teams and Gallagher’s Center of Excellence.
• Assisting in the sales prospecting as needed.
• Maintain deep understanding of Gallagher’s proprietary tools and templates used for financial and actuarial calculations, ensuring accuracy and efficiency in their application.
• Review and enhance client deliverables, ensuring they are visually appealing, easy to understand, and aligned with Gallagher’s standards.
• Provide guidance and support to FAC managers in tracking team capacity and workload distribution.
• Act as a flexible resource to provide overflow support to regions facing high workloads or complex client projects.
• Serve as a go-to resource for branch office staff, providing expertise on actuarial and financial consulting topics.
• Take ownership of escalated service issues, working closely with internal teams and clients to resolve them effectively.

• Bachelor's degree and 7 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.
• Be able to effectively articulate the format, content, and logic of all underwriting tools and client reports.

• Expertise in financial and actuarial consulting, with a strong understanding of underwriting principles.
• Proven ability to mentor and develop team members, fostering a collaborative and inclusive environment.
• Proficiency in using tools like Power Bi dashboards, AMP reporting, and Gallagher’s proprietary templates.
• Exceptional communication skills, with the ability to…