Director, Financial and Actuarial Consulting

Gallagher•Glendale, CA

13h

About The Position

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.

Requirements

Bachelor's degree
9 years of experience with Broker or Carrier side with a 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.
Strong interpersonal skills.
Excellent communication skills (both orally and in writing).
Ability to build meaningful professional relationships.
Ability to effectively manage and mentor individuals as well as a team.
Must be amiable when encountering difficult situations with clients, vendors, co-workers and direct reports.

Nice To Haves

Effective negotiation skills.
Advanced knowledge of underwriting principles and of the employee benefits field.

Responsibilities

Oversee and manage a team of professionals who provide guidance and assistance to account teams and clients using financial decision-making tools.
Conduct client-facing meetings to effectively represent the underwriting team regarding core services.
Act as a mentor/coach to management positions.
Involvement with strategic planning meetings for budgets and financial implications for clients, along with consulting and account management teams.
Identify the need for project work based on dominant priorities of the division and region, and articulate the need for projects to management.
Act as an ambassador for the organization by participating in and promoting carrier functions and activities to build and maintain positive relationships with outside vendors.
Participate in and contribute to divisional and corporate workgroups, providing insight and guidance on all fundamental underwriting services as well as tools and best practices.
Conduct regularly scheduled underwriting team meetings and regional staff calls.
Develop and distribute appropriate communication to internal staff, clients, corporate teams, and industry peers.
Assist in the sales process through production of financial projections on large accounts and related underwriting analysis.
Oversee coordination of and help conduct underwriting team training programs for staff/clients.
Serve as a resource to branch office staff to contribute toward measurable ROI of services and retention of clients.
Mentor, assist, educate, and support the development of staff.
Delegate to staff to ensure efficient time utilization.

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