Client Underwriting Consultant Senior

Gallagher•Louisville, KY

12h

About The Position

Gallagher is seeking a Client Underwriting Consultant Senior to support our employee benefits Center of Excellence. Primary focus of the role is 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.

Requirements

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
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

Nice To Haves

Microsoft Excel expertise
Effective negotiation skills

Responsibilities

Analyzes data from carriers on complex clients and provides recommendations to account management teams or to clients in order to effectively negotiate rates and funding levels
Evaluates and presents 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
Evaluate, assign, monitor 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

Benefits

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
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