Financial & Actuarial Consultant

Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.

We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.

• Apply advanced skills in order to evaluate and present monthly, quarterly and annual reports that measure client financial status, track expenses by product line, renewal projections, funding levels and rates, etc. to the Account Management teams and to clients when necessary.
• Help train subordinates.
• Demonstrate proficiency and understanding of various proprietary Models and Tools used to calculate financial results.
• Analyzing data from carriers on clients, and provide recommendations to account management teams or to clients, in order to effectively negotiate rates and funding levels.
• Preparing, analyzing and consulting on various client deliverables, as defined by the scope of services of the Financial Benefits Consulting team.
• Demonstrate understanding of whether or not analysis “makes sense”; can think beyond the numbers on the page.
• Conduct any activity for special assignments as assigned by management.
• Maintain workflow tracking application or logs, as established by management and departmental guidelines and protocol.
• Oversee the review of contract documents such as plan descriptions, administrative agreements, claim exclusions and limitations, etc. in order to gain basic knowledge of client parameters that may impact financial reports; identify training opportunities in this regard for subordinates on the team.
• Evaluate, assign, monitor and peer review reports generated by Financial Benefits Consulting team subordinates, when requested by various Gallagher staff.
• Demonstrate competence with collection of required data and materials needed for the successful completion of various projects with minimal supervision.
• Serve as a resource to branch office staff in order to provide resolution of complex underwriting problems and questions delivered by client.fits Consulting team

• Stay abreast of what's happening in local markets, to make certain that each branch is given the tools needed to stay competitive in their communities.
• Assist in the preparation of presentations, campaigns, communication materials, newsletters, etc. to internal staff and clients / prospects regarding Financial Benefits Consulting policies and scope of services
• Proficient and compliant with internal systems, including workflow tracking applications.
• Strong oral and written communications and presentations
• Manage escalated service issues to productive outcome
• Oversee communication from Analyst positions regarding processes and data needed in order to effectively analyze client financial status
• Ability to peer review and make suggestions for materials and notices shared across the region and/or divisional Financial Benefits Consulting team

Required 

• Bachelor’s degree, (financial / math preferred)          
• Minimumof at least 3 years’ experience in the Employee Benefits Field in an underwriting capacity
• Ability to communicate effectively in a fast paced work environment
• Excellent oral and written communication skills
• Knowledgeable of underwriting principles and of the employee benefits field      
• Able to take direction from others

Perferred 

Must show competency with Microsoft Office, and be able to work in a Windows environment

Advanced Microsoft Excel skills – Effectively write and use formulas

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...

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements and Pay Disclosure Statement

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.